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Wheels Up

193 hedge funds and large institutions have $462M invested in Wheels Up in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
54
Reduced
29
Closed
33
Calls
$2.77M
Puts
$1.64M
Net Calls
+$1.14M
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
201
Scotia Capital
Ontario, Canada
-$161K -3,472 Closed
DAM
202
Deltec Asset Management
New York
-$153K -3,300 Closed
AIM
203
Aigen Investment Management
New York
-$133K -2,957 Closed
BAM
204
Belpointe Asset Management
Nevada
-$108K -2,325 Closed
CWP
205
CFM Wealth Partners
Texas
-$106K -2,302 Closed
CWM
206
Capital Wealth Management
Rhode Island
-$79K -1,704 Closed
PAG
207
Private Advisor Group
New Jersey
-$77K -1,670 Closed
DTL
208
Dynamic Technology Lab
Singapore
-$76K -1,641 Closed
AWM
209
Apollon Wealth Management
South Carolina
-$68K -1,463 Closed
JF
210
Jump Financial
Illinois
-$61K -1,322 Closed
CM
211
Caption Management
Oklahoma
-$60K -1,298 Closed
SC
212
Shay Capital
New York
-$51K -1,100 Closed
KWM
213
Kingsview Wealth Management
Oregon
-$46K -1,000 Closed
PCMC
214
Paragon Capital Management (Colorado)
Colorado
-$43K -919 Closed
CWA
215
Core Wealth Advisors
Florida
-$31K -660 Closed
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
-$11.6K -251 Closed
SCA
217
Snowden Capital Advisors
New York
-$9K -200 Closed
AF
218
Allworth Financial
California
-$5K -100 Closed
FPWM
219
FSB Premier Wealth Management
Iowa
-$4K -100 Closed
WWM
220
Wagner Wealth Management
South Carolina
-$2K -50 Closed
BAM
221
Bellevue Asset Management
Washington
-$1K -24 Closed