Vertical Aerospace
EVTL
28 hedge funds and large institutions have $14M invested in Vertical Aerospace in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.
550% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $434K
5% more capital invested
Capital invested by funds: $13.3M → $14M (+$690K)
0.11% more ownership
Funds ownership: 0.17% → 0.28% (+0.11%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
7% less funds holding
Funds holding: 30 → 28 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.12M |
| 2 |
Group One Trading
Chicago,
Illinois
|
+$209K |
| 3 |
OQS
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
+$75.7K |
| 4 |
E
Ergoteles
New York
|
+$49K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$1.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$177K |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$121K |
| 4 |
HF
HRT Financial
New York
|
-$73K |
| 5 |
Goldman Sachs
New York
|
-$43.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $483 | +$376 | +18 | +360% |
|
27
US Bancorp
Minneapolis,
Minnesota
| $295 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $212 | – | – | – |
|
|
ECM
29
ExodusPoint Capital Management
New York
| – | -$121K | -3,562 | Closed |
|
|
JWWM
30
Johnson & White Wealth Management
York,
Pennsylvania
| – | -$1.25M | -2,782 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$73K | -2,183 | Closed |
|
32
Citadel Advisors
Miami,
Florida
| – | -$26.6K | -1,273 | Closed |
|
|
GCP
33
GSA Capital Partners
London,
United Kingdom
| – | -$37K | -1,082 | Closed |
|
|
MG
34
Marex Group
London,
| – | -$35K | -1,040 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -113 | Closed |
|
|
CS
36
Credit Suisse
Zurich,
Switzerland
| – | -$2.9K | -86 | Closed |
|
EVTL Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vertical Aerospace (EVTL) for Q1 2023, worth a combined $14M — up 5.2% from $13.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EVTL and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Invesco, adding an estimated $5.12M. The largest seller was Johnson & White Wealth Management, exiting entirely with an estimated $1.25M sold.
- 28 institutional investors held Vertical Aerospace (EVTL) as of Q1 2023, down from 30 in Q4 2022.
- Funds reported $14M of Vertical Aerospace stock for Q1 2023, up 5.2% quarter-over-quarter.
- 6 funds opened new Vertical Aerospace positions in Q1 2023 and 8 closed out, a net change of -2 holders.
- The largest Vertical Aerospace buyer in Q1 2023 was Invesco, an estimated $5.12M added.
- The largest Vertical Aerospace seller in Q1 2023 was Johnson & White Wealth Management, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2023.