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Wheels Up

88 hedge funds and large institutions have $11M invested in Wheels Up in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-100
Holders Change %
-53.19%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
15
Reduced
39
Closed
115
Calls
$93K
Puts
$36K
Net Calls
+$57K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
-$7.55K -1,194 Closed
Wolverine Trading
177
Wolverine Trading
Illinois
-$8K -1,191 Closed
HSBC Holdings
178
HSBC Holdings
United Kingdom
-$7.43K -1,149 Closed
LFAS
179
Level Four Advisory Services
Texas
-$6.96K -1,100 Closed
APWA
180
Atlas Private Wealth Advisors
New Jersey
-$6.9K -1,090 Closed
APW
181
Austin Private Wealth
Texas
-$6.71K -1,060 Closed
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
-$6.57K -1,038 Closed
Prudential Financial
183
Prudential Financial
New Jersey
-$6.37K -1,007 Closed
AIA
184
Arbor Investment Advisors
North Carolina
-$6.33K -1,000 Closed
ECG
185
Edge Capital Group
Georgia
-$6.33K -1,000 Closed
MVP
186
Miller Value Partners
Florida
-$6.33K -1,000 Closed
CCM
187
Chiron Capital Management
Florida
-$6.33K -1,000 Closed
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
-$6.32K -999 Closed
Allspring Global Investments
189
Allspring Global Investments
North Carolina
-$2.83K -447 Closed
ASN
190
Advisory Services Network
Georgia
-$2.1K -333 Closed
WB
191
Webster Bank
Connecticut
-$1.52K -240 Closed
EI
192
Ellevest Inc
New York
-$1.4K -221 Closed
MWM
193
Mascoma Wealth Management
New Hampshire
-$278 -60 Closed
WTA
194
Washington Trust Advisors
Massachusetts
-$330 -52 Closed
KM
195
Kalos Management
Georgia
-$32 -5 Closed
OLVIG
196
Oliver Lagore Vanvalin Investment Group
Michigan
-$19 -3 Closed