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Joby Aviation

235 hedge funds and large institutions have $1.95B invested in Joby Aviation in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $10.5M

0.78% less ownership

Funds ownership: 53.04%52.26% (-0.78%)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

4% less funds holding

Funds holding: 246235 (-11)

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $2.42B → $1.95B (-$475M)

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
37
Increased
65
Reduced
67
Closed
43
Calls
$32.1M
Puts
$10.5M
Net Calls
+$21.6M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$185K +$13.3K +2,345 +7%
Principal Financial Group
102
Principal Financial Group
Iowa
$182K -$2.13K -375 -1%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$180K -$454K -79,987 -70%
NW
104
Naviter Wealth
Arkansas
$174K
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$168K
AC
106
AXQ Capital
New Jersey
$166K -$11.3K -2,000 -6%
BC
107
Bridgefront Capital
Texas
$162K +$81.6K +14,385 +90%
NRD
108
Nebula Research & Development
New York
$151K -$51.1K -9,004 -24%
AIP
109
Ameritas Investment Partners
Nebraska
$149K
AIM
110
Aigen Investment Management
New York
$141K -$347K -61,176 -70%
Wolverine Trading
111
Wolverine Trading
Illinois
$137K +$145K +25,484 New
William Blair & Company
112
William Blair & Company
Illinois
$133K +$33.6K +5,925 +31%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$133K +$140K +24,728 New
TI
114
Tidal Investments
Wisconsin
$131K -$60.2K -10,608 -30%
ICM
115
Ionic Capital Management
New York
$129K +$137K +24,090 New
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$129K -$283K -49,890 -63%
Simplex Trading
117
Simplex Trading
Illinois
$122K -$469K -82,675 -78%
DFO
118
Duquesne Family Office
New York
$121K
EWM
119
Evercore Wealth Management
New York
$121K
Creative Planning
120
Creative Planning
Kansas
$117K +$26.5K +4,680 +27%
PCIA
121
Prime Capital Investment Advisors
Kansas
$115K +$6.9K +1,217 +6%
AIP
122
Almanack Investment Partners
Pennsylvania
$113K
FFA
123
First Foundation Advisors
California
$113K
CA
124
Cetera Advisors
Colorado
$109K +$28.5K +5,025 +33%
Prudential Financial
125
Prudential Financial
New Jersey
$107K

JOBY Hedge Fund Activity: Q1 2024 in Review

235 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Joby Aviation (JOBY) for Q1 2024, worth a combined $1.95B — down 20% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of JOBY and 37 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 65 added.

The largest buyer was Vanguard Group, adding an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 235 institutional investors held Joby Aviation (JOBY) as of Q1 2024, down from 246 in Q4 2023.
  • Funds reported $1.95B of Joby Aviation stock for Q1 2024, down 20% quarter-over-quarter.
  • 37 funds opened new Joby Aviation positions in Q1 2024 and 43 closed out, a net change of -6 holders.
  • The largest Joby Aviation buyer in Q1 2024 was Vanguard Group, an estimated $16.4M added.
  • The largest Joby Aviation seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2024.