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Vertical Aerospace

30 hedge funds and large institutions have $13.3M invested in Vertical Aerospace in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $2.19M

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

30% more funds holding

Funds holding: 2330 (+7)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0.03% more ownership

Funds ownership: 0.14%0.17% (+0.03%)

52% less capital invested

Capital invested by funds: $27.7M → $13.3M (-$14.4M)

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
6
Closed
6
Calls
$6.51M
Puts
$2.19M
Net Calls
+$4.32M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$10.3M +$4.47M +84,153 +38%
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$1.25M +$148K +2,782 New
Bank of America
3
Bank of America
North Carolina
$530K -$450K -8,478 -35%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$162K +$254K +4,788 New
Goldman Sachs
5
Goldman Sachs
New York
$123K -$223K -4,196 -54%
ECM
6
ExodusPoint Capital Management
New York
$121K +$189K +3,562 New
State Street
7
State Street
Massachusetts
$89.7K +$638 +12 +0.5%
Legal & General Group
8
Legal & General Group
United Kingdom
$80.9K +$127K +2,391 New
HF
9
HRT Financial
New York
$73K +$116K +2,183 New
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$67K +$105K +1,980 New
Millennium Management
11
Millennium Management
New York
$66K -$23K -432 -18%
Jane Street
12
Jane Street
New York
$63.7K -$80.6K -1,517 -45%
CG
13
Cutler Group
California
$51K +$80.7K +1,519 +50,633%
Citadel Advisors
14
Citadel Advisors
Florida
$43.2K +$67.6K +1,273 New
Simplex Trading
15
Simplex Trading
Illinois
$41K -$113K -2,133 -63%
OQS
16
Occudo Quantitative Strategies
Florida
$39.6K +$62K +1,167 New
GCP
17
GSA Capital Partners
United Kingdom
$37K +$57.5K +1,082 New
MG
18
Marex Group
$35K +$55.3K +1,040 New
OMC
19
Oasis Management Company
Cayman Islands
$33.9K
Morgan Stanley
20
Morgan Stanley
New York
$29.1K +$11.6K +218 +34%
AI
21
AdvisorShares Investments
Maryland
$19.6K +$19.1K +360 +164%
TRCT
22
Tower Research Capital (TRC)
New York
$9K +$13.4K +253 +12,650%
ASN
23
Advisory Services Network
Georgia
$5.08K +$7.97K +150 New
Belvedere Trading
24
Belvedere Trading
Illinois
$3.97K +$6.22K +117 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3K -$4.41K -83 -42%

EVTL Hedge Fund Activity: Q4 2022 in Review

30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vertical Aerospace (EVTL) for Q4 2022, worth a combined $13.3M — down 52% from $27.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EVTL positions and 6 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Invesco, adding an estimated $4.47M. The largest seller was Nomura Holdings, exiting entirely with an estimated $2.28M sold.

  • 30 institutional investors held Vertical Aerospace (EVTL) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $13.3M of Vertical Aerospace stock for Q4 2022, down 52% quarter-over-quarter.
  • 13 funds opened new Vertical Aerospace positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest Vertical Aerospace buyer in Q4 2022 was Invesco, an estimated $4.47M added.
  • The largest Vertical Aerospace seller in Q4 2022 was Nomura Holdings, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2022.