Wheels Up Ownership
| UP Stock | USD 2.22 0.04 1.83% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Wheels |
Wheels Stock Ownership Analysis
About 13.0% of the company outstanding shares are owned by insiders. The company recorded earning per share (EPS) of 9.17. Wheels Up Experience had not issued any dividends in recent years. The entity had 1:10 split on the 8th of June 2023. Wheels Up Experience Inc. provides private aviation services primarily in the United States. The company was founded in 2013 and is headquartered in New York, New York. Wheels Up operates under Airports Air Services classification in the United States and is traded on New York Stock Exchange. It employs 2700 people. For more information please call Kenneth Dichter at 212 257 5252 or visit https://www.wheelsup.com.Besides selling stocks to institutional investors, Wheels Up also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Wheels Up's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Wheels Up's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Wheels Up Quarterly Liabilities And Stockholders Equity |
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Wheels Up Insider Trades History
About 13.0% of Wheels Up Experience are currently held by insiders. Unlike Wheels Up's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Wheels Up's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Wheels Up's insider trades
Wheels Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Wheels Up is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wheels Up Experience backward and forwards among themselves. Wheels Up's institutional investor refers to the entity that pools money to purchase Wheels Up's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Exoduspoint Capital Management, Lp | 2024-09-30 | 397.8 K | Bank Of New York Mellon Corp | 2024-06-30 | 264.4 K | Ubs Group Ag | 2024-06-30 | 179.4 K | Mariner Wealth Advisors Llc | 2024-06-30 | 139.8 K | Nuveen Asset Management, Llc | 2024-06-30 | 121.7 K | Instrumental Wealth, Llc | 2024-09-30 | 120.8 K | Fmr Inc | 2024-09-30 | 109.7 K | Nea Management Company, Llc | 2024-06-30 | 106.1 K | Manufacturers Life Insurance Co | 2024-09-30 | 99.8 K | Delta Air Lines, Inc. | 2024-06-30 | 263.4 M | Knighthead Capital Management, Llc | 2024-06-30 | 258.1 M |
Wheels Up Experience Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wheels Up insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wheels Up's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wheels Up insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wheels Up Outstanding Bonds
Wheels Up issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wheels Up Experience uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wheels bonds can be classified according to their maturity, which is the date when Wheels Up Experience has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Wheels Up Corporate Filings
8K | 14th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 4th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 24th of September 2024 An amendment to the original Schedule 13D filing | ViewVerify |
F3 | 11th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Pair Trading with Wheels Up
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wheels Up position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wheels Up will appreciate offsetting losses from the drop in the long position's value.Moving together with Wheels Stock
Moving against Wheels Stock
| 0.41 | BA | Boeing Fiscal Year End 29th of January 2025 | PairCorr |
The ability to find closely correlated positions to Wheels Up could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wheels Up when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wheels Up - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wheels Up Experience to buy it.
The correlation of Wheels Up is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wheels Up moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wheels Up Experience moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wheels Up can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Wheels Stock Analysis
When running Wheels Up's price analysis, check to measure Wheels Up's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wheels Up is operating at the current time. Most of Wheels Up's value examination focuses on studying past and present price action to predict the probability of Wheels Up's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheels Up's price. Additionally, you may evaluate how the addition of Wheels Up to your portfolios can decrease your overall portfolio volatility.