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Vertical Aerospace

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.

New
Increased
Maintained
Reduced
Closed

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: 3028 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
8
Closed
8
Calls
$2.82M
Puts
$434K
Net Calls
+$2.39M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$11.6M +$5.12M +245,127 +81%
EWA
2
EP Wealth Advisors
California
$1.27M +$15.5K +740 New
Group One Trading
3
Group One Trading
Illinois
$213K +$209K +10,027 New
Bank of America
4
Bank of America
North Carolina
$151K -$177K -8,487 -54%
OQS
5
Occudo Quantitative Strategies
Florida
$102K +$75.7K +3,624 +311%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$101K -$961 -46 -1%
State Street
7
State Street
Massachusetts
$55.8K -$251 -12 -0.5%
E
8
Ergoteles
New York
$49.8K +$49K +2,347 New
Legal & General Group
9
Legal & General Group
United Kingdom
$49.2K -$1.38K -66 -3%
Jane Street
10
Jane Street
New York
$44.9K +$5.01K +240 +13%
Handelsbanken Fonder
11
Handelsbanken Fonder
Sweden
$42K
Morgan Stanley
12
Morgan Stanley
New York
$38.7K +$20.2K +968 +113%
Millennium Management
13
Millennium Management
New York
$38K -$3.24K -155 -8%
Goldman Sachs
14
Goldman Sachs
New York
$33K -$43.3K -2,071 -57%
Simplex Trading
15
Simplex Trading
Illinois
$23K -$2.8K -134 -11%
UBS Group
16
UBS Group
Switzerland
$22.7K +$22.4K +1,070 New
FWM
17
Focused Wealth Management
New York
$22.2K +$21.9K +1,047 New
SSA
18
Schonfeld Strategic Advisors
New York
$22K +$21.7K +1,040 New
OMC
19
Oasis Management Company
Cayman Islands
$21.2K
AI
20
AdvisorShares Investments
Maryland
$15.4K +$3.03K +145 +25%
Belvedere Trading
21
Belvedere Trading
Illinois
$12.3K +$9.67K +463 +396%
CG
22
Cutler Group
California
$6K -$25.7K -1,232 -81%
TRCT
23
Tower Research Capital (TRC)
New York
$6K +$1K +48 +19%
ASN
24
Advisory Services Network
Georgia
$3.18K
SWM
25
Spire Wealth Management
Virginia
$2.12K

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.