Wheels Up
109 hedge funds and large institutions have $1.67B invested in Wheels Up in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.
354% more capital inflows, than outflows
Capital inflows: $15.7M | Capital outflows: $3.47M
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
45% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $818K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
20% more funds holding
Funds holding: 91 → 109 (+18)
0.67% more ownership
Funds ownership: 86.97% → 87.64% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.93M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.87M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.75M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.61M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Whitebox Advisors
Minneapolis,
Minnesota
|
-$833K |
| 2 |
Goldman Sachs
New York
|
-$800K |
| 3 |
KA
Kore Advisors
Boynton Beach,
Florida
|
-$508K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$318K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$216K |
UP Hedge Fund Activity: Q3 2024 in Review
109 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in Wheels Up (UP) for Q3 2024, worth a combined $1.67B — up 55% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UP positions and 9 closed out — a net gain of 18 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was BlackRock, adding an estimated $3.93M. The largest seller was Whitebox Advisors, cutting an estimated $833K.
- 109 institutional investors held Wheels Up (UP) as of Q3 2024, up from 91 in Q2 2024.
- Funds reported $1.67B of Wheels Up stock for Q3 2024, up 55% quarter-over-quarter.
- 27 funds opened new Wheels Up positions in Q3 2024 and 9 closed out, a net change of +18 holders.
- The largest Wheels Up buyer in Q3 2024 was BlackRock, an estimated $3.93M added.
- The largest Wheels Up seller in Q3 2024 was Whitebox Advisors, an estimated $833K sold.
Based on aggregated 13F filings for Q3 2024.