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Vertical Aerospace

16 hedge funds and large institutions have $2.13M invested in Vertical Aerospace in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,566% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $684K

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

0% more funds holding

Funds holding: 1616 (0)

0% less ownership

Funds ownership: 0.02%0.02% (-0%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

13% less capital invested

Capital invested by funds: $2.45M → $2.13M (-$312K)

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
2
Closed
9
Calls
$11.4M
Puts
$684K
Net Calls
+$10.7M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$910K +$988K +13,059 New
Citadel Advisors
2
Citadel Advisors
Florida
$324K +$351K +4,646 New
UBS Group
3
UBS Group
Switzerland
$225K +$223K +2,951 +1,046%
JP Morgan Chase
4
JP Morgan Chase
New York
$198K +$215K +2,838 New
Morgan Stanley
5
Morgan Stanley
New York
$190K +$141K +1,858 +213%
Walleye Capital
6
Walleye Capital
New York
$119K +$72.1K +953 +127%
PCM
7
Penserra Capital Management
California
$72K +$27.6K +365 +54%
ECM
8
ExodusPoint Capital Management
New York
$71K +$77.3K +1,022 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13K +$3.78K +50 +33%
TRCT
10
Tower Research Capital (TRC)
New York
$7K -$15.1K -200 -67%
CG
11
Cutler Group
California
$3K +$4.31K +57 New
Barclays
12
Barclays
United Kingdom
$1K +$756 +10 New
ICM
13
Ionic Capital Management
New York
$1K +$756 +10 New
PCH
14
Polar Capital Holdings
United Kingdom
$154 +$167K +2,209 New
Millennium Management
15
Millennium Management
New York
-$1.08M -16,093 Closed
Stifel Financial
16
Stifel Financial
Missouri
-$278K -4,135 Closed
SSA
17
Schonfeld Strategic Advisors
New York
-$251K -3,730 Closed
SAMU
18
SONA Asset Management (US)
New York
-$202K -3,000 Closed
PP
19
Paloma Partners
Connecticut
-$151K -2,000 Closed
Simplex Trading
20
Simplex Trading
Illinois
-$149K -1,971 Closed
E
21
Ergoteles
New York
-$67K -1,000 Closed
OMC
22
Oasis Management Company
Cayman Islands
-$67K -1,000 Closed
Group One Trading
23
Group One Trading
Illinois
-$28.6K -378 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
-$3.48K -46 -92%
Citigroup
25
Citigroup
New York
+$227 +3 New

EVTL Hedge Fund Activity: Q1 2022 in Review

16 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vertical Aerospace (EVTL) for Q1 2022, worth a combined $2.13M — down 13% from $2.45M a quarter earlier.

Fund positioning in EVTL was balanced in Q1 2022: 9 funds opened new positions, 9 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $988K. The largest seller was Millennium Management, exiting entirely with an estimated $1.08M sold.

  • 16 institutional investors held Vertical Aerospace (EVTL) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.13M of Vertical Aerospace stock for Q1 2022, down 13% quarter-over-quarter.
  • 9 funds opened new Vertical Aerospace positions in Q1 2022 and 9 closed out, a net change of 0 holders.
  • The largest Vertical Aerospace buyer in Q1 2022 was Goldman Sachs, an estimated $988K added.
  • The largest Vertical Aerospace seller in Q1 2022 was Millennium Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2022.