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Wheels Up

186 hedge funds and large institutions have $631M invested in Wheels Up in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
46
Reduced
33
Closed
41
Calls
$4.33M
Puts
$2.98M
Net Calls
+$1.36M
Net Calls Change
-$5.83M
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
201
SEI Investments
Pennsylvania
-$303K -4,600 Closed
Marshall Wace
202
Marshall Wace
United Kingdom
-$228K -3,457 Closed
ASN
203
Advisory Services Network
Georgia
-$161K -2,449 Closed
SAF
204
Smith Anglin Financial
Texas
-$141K -2,141 Closed
CF
205
Centaurus Financial
California
-$101K -1,534 Closed
Belvedere Trading
206
Belvedere Trading
Illinois
-$87K -1,244 Closed
CAC
207
Certified Advisory Corp
Florida
-$81K -1,225 Closed
Wolverine Trading
208
Wolverine Trading
Illinois
-$79K -1,175 Closed
MFA
209
Mayflower Financial Advisors
Massachusetts
-$79K -1,151 Closed
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
-$73K -1,112 Closed
CPC
211
Cookson Peirce & Co
Pennsylvania
-$69K -1,041 Closed
AWE
212
Avidian Wealth Enterprises
Texas
-$66K -1,001 Closed
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
-$24K -367 Closed
GKWIM
214
Gerber Kawasaki Wealth & Investment Management
California
-$21K -320 Closed
HA
215
Herold Advisors
New York
-$18K -278 Closed
CFA
216
Cahill Financial Advisors
Minnesota
-$17K -258 Closed
APWA
217
Atlas Private Wealth Advisors
New Jersey
-$10K -150 Closed
QT
218
Quantbot Technologies
New York
-$7K -120 Closed
TWM
219
Tradition Wealth Management
Minnesota
-$7K -100 Closed
SWA
220
SOA Wealth Advisors
New York
-$6K -100 Closed
PWA
221
Phoenix Wealth Advisors
North Carolina
-$3K -50 Closed
NC
222
NewSquare Capital
Pennsylvania
-$3K -40 Closed
DCM
223
Disciplina Capital Management
Tennessee
-$2.19K -33 Closed