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Vertical Aerospace

23 hedge funds and large institutions have $27.7M invested in Vertical Aerospace in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,441% more capital invested

Capital invested by funds: $1.8M → $27.7M (+$25.9M)

328% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $5.49M

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

53% more funds holding

Funds holding: 1523 (+8)

0.11% more ownership

Funds ownership: 0.03%0.14% (+0.11%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
2
Reduced
4
Closed
7
Calls
$23.5M
Puts
$5.49M
Net Calls
+$18M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$20.6M +$13.8M +220,100 New
Nomura Holdings
2
Nomura Holdings
Japan
$2.28M +$1.53M +24,335 New
Bank of America
3
Bank of America
North Carolina
$2.26M +$1.51M +24,103 New
Goldman Sachs
4
Goldman Sachs
New York
$732K +$492K +7,825 New
E
5
Ergoteles
New York
$501K +$336K +5,352 New
Jane Street
6
Jane Street
New York
$317K +$213K +3,397 New
Simplex Trading
7
Simplex Trading
Illinois
$314K +$211K +3,365 New
State Street
8
State Street
Massachusetts
$246K +$165K +2,633 New
Millennium Management
9
Millennium Management
New York
$224K +$60.9K +969 +68%
OMC
10
Oasis Management Company
Cayman Islands
$94K +$62.8K +1,000 New
Morgan Stanley
11
Morgan Stanley
New York
$60K -$39.1K -623 -49%
AI
12
AdvisorShares Investments
Maryland
$21K -$3.52K -56 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$18K +$817 +13 +7%
SWM
14
Spire Wealth Management
Virginia
$9K
CS
15
Credit Suisse
Switzerland
$8K +$5.4K +86 New
UBS Group
16
UBS Group
Switzerland
$7K +$4.4K +70 New
SSG
17
Summit Securities Group
New York
$5K +$3.14K +50 New
ICM
18
Ionic Capital Management
New York
$1K +$628 +10 New
Wells Fargo
19
Wells Fargo
California
$1K +$628 +10 New
PCH
20
Polar Capital Holdings
United Kingdom
$176 -$20.8K -331 -15%
SI
21
Standard Investments
New York
-$1.46M -46,330 Closed
SAMU
22
SONA Asset Management (US)
New York
-$175K -5,570 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$64.6K -1,028 Closed
CG
24
Cutler Group
California
-$34.4K -548 -99%
PCM
25
Penserra Capital Management
California
-$8K -254 Closed

EVTL Hedge Fund Activity: Q3 2022 in Review

23 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vertical Aerospace (EVTL) for Q3 2022, worth a combined $27.7M — up 1,441% from $1.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVTL positions and 7 closed out — a net gain of 8 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $13.8M. The largest seller was Standard Investments, exiting entirely with an estimated $1.46M sold.

  • 23 institutional investors held Vertical Aerospace (EVTL) as of Q3 2022, up from 15 in Q2 2022.
  • Funds reported $27.7M of Vertical Aerospace stock for Q3 2022, up 1,441% quarter-over-quarter.
  • 15 funds opened new Vertical Aerospace positions in Q3 2022 and 7 closed out, a net change of +8 holders.
  • The largest Vertical Aerospace buyer in Q3 2022 was Invesco, an estimated $13.8M added.
  • The largest Vertical Aerospace seller in Q3 2022 was Standard Investments, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2022.