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Joby Aviation

92 hedge funds and large institutions have $380M invested in Joby Aviation in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $3.62M

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

5.61% more ownership

Funds ownership: 55.79%61.4% (+5.6%)

5% more funds holding

Funds holding: 8892 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $391M → $380M (-$10.9M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
21
Reduced
23
Closed
20
Calls
$11.6M
Puts
$3.62M
Net Calls
+$7.99M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$20K
ASN
77
Advisory Services Network
Georgia
$20K +$20.2K +2,025 New
AA
78
Ancora Advisors
Ohio
$14K +$14K +1,400 New
SN
79
Sittner & Nelson
Oregon
$10K
SWM
80
Spire Wealth Management
Virginia
$10K
Bank of America
81
Bank of America
North Carolina
$9K -$47.7K -4,774 -84%
MCM
82
Manchester Capital Management
Vermont
$7K -$7.99K -800 -52%
PCM
83
PenderFund Capital Management
British Columbia, Canada
$6K +$5K +500 New
NFG
84
Next Financial Group
Texas
$4K
IFAM
85
Institutional & Family Asset Management
Colorado
$4K +$1.5K +150 +50%
EBA
86
Eagle Bay Advisors
New York
$4K +$3.02K +302 New
TRCT
87
Tower Research Capital (TRC)
New York
$3K -$30.4K -3,044 -91%
FIA
88
FNY Investment Advisers
New York
$2K -$54.7K -5,476 -95%
TWA
89
TCI Wealth Advisors
Arizona
$1K
Toronto Dominion Bank
90
Toronto Dominion Bank
Ontario, Canada
$1K +$899 +90 New
KSCM
91
Kamunting Street Capital Management
Florida
-$8.62M -849,400 Closed
JP Morgan Chase
92
JP Morgan Chase
New York
-$5.22M -513,954 Closed
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
-$3.73M -367,522 Closed
SAM
94
Serengeti Asset Management
New York
-$2.54M -250,000 Closed
DCM
95
Dupont Capital Management
Delaware
-$2.03M -200,000 Closed
AC
96
Athanor Capital
New York
-$956K -94,203 Closed
Belvedere Trading
97
Belvedere Trading
Illinois
-$917K -90,313 Closed
BC
98
Brookfield Corp
Ontario, Canada
-$761K -75,000 Closed
APP
99
Alpha Paradigm Partners
Illinois
-$636K -62,621 Closed
SC
100
Shay Capital
New York
-$560K -55,217 Closed

JOBY Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Joby Aviation (JOBY) for Q2 2021, worth a combined $380M — down 2.8% from $391M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JOBY positions and 20 closed out — a net gain of 4 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was 683 Capital Management, adding an estimated $25.5M. The largest seller was Weiss Asset Management, cutting an estimated $10.6M.

  • 92 institutional investors held Joby Aviation (JOBY) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $380M of Joby Aviation stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 24 funds opened new Joby Aviation positions in Q2 2021 and 20 closed out, a net change of +4 holders.
  • The largest Joby Aviation buyer in Q2 2021 was 683 Capital Management, an estimated $25.5M added.
  • The largest Joby Aviation seller in Q2 2021 was Weiss Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2021.