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Vertical Aerospace

21 hedge funds and large institutions have $6.42M invested in Vertical Aerospace in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $462K | Put options by funds: $115K

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.01% less ownership

Funds ownership: 0.27%0.25% (-0.01%)

43% less capital invested

Capital invested by funds: $11.2M → $6.42M (-$4.83M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
4
Closed
7
Calls
$462K
Puts
$115K
Net Calls
+$347K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$5.83M -$706K -45,875 -8%
Nomura Holdings
2
Nomura Holdings
Japan
$177K +$231K +15,000 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$80.2K +$40.7K +2,642 +64%
Group One Trading
4
Group One Trading
Illinois
$63.4K +$4.03K +262 +5%
Millennium Management
5
Millennium Management
New York
$46.4K +$60.6K +3,935 New
State Street
6
State Street
Massachusetts
$30.5K
GS
7
GTS Securities
New York
$29.8K -$3.96K -257 -9%
Barclays
8
Barclays
United Kingdom
$27.7K
Goldman Sachs
9
Goldman Sachs
New York
$24.4K +$1.58K +103 +5%
XT
10
XTX Topco
Cayman Islands
$21.9K +$28.6K +1,860 New
Morgan Stanley
11
Morgan Stanley
New York
$20.1K +$1.37K +89 +6%
Simplex Trading
12
Simplex Trading
Illinois
$14K +$2.79K +181 +18%
TSS
13
Two Sigma Securities
New York
$13.8K +$18K +1,171 New
EWA
14
EP Wealth Advisors
California
$11.8K -$954 -62 -6%
OMC
15
Oasis Management Company
Cayman Islands
$11.8K
CG
16
Cutler Group
California
$5K +$477 +31 +7%
Citadel Advisors
17
Citadel Advisors
Florida
$3.09K +$4.03K +262 New
TRCT
18
Tower Research Capital (TRC)
New York
$2.7K +$3.52K +229 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.33K -$3.23K -210 -65%
SWM
20
Spire Wealth Management
Virginia
$1.18K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.54K +100 New
Bank of America
22
Bank of America
North Carolina
$1
VF
23
Virtu Financial
New York
-$67K -3,390 Closed
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
-$30.8K -1,564 Closed
FWM
25
Focused Wealth Management
New York
-$20.6K -1,047 Closed

EVTL Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vertical Aerospace (EVTL) for Q3 2023, worth a combined $6.42M — down 43% from $11.2M a quarter earlier.

Fund positioning in EVTL was balanced in Q3 2023: 7 funds opened new positions, 7 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $231K. The largest seller was Invesco, cutting an estimated $706K.

  • 21 institutional investors held Vertical Aerospace (EVTL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $6.42M of Vertical Aerospace stock for Q3 2023, down 43% quarter-over-quarter.
  • 7 funds opened new Vertical Aerospace positions in Q3 2023 and 7 closed out, a net change of 0 holders.
  • The largest Vertical Aerospace buyer in Q3 2023 was Nomura Holdings, an estimated $231K added.
  • The largest Vertical Aerospace seller in Q3 2023 was Invesco, an estimated $706K sold.

Based on aggregated 13F filings for Q3 2023.