We are live on ! Find out more
JOBY icon

Joby Aviation

188 hedge funds and large institutions have $3.33B invested in Joby Aviation in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more capital invested

Capital invested by funds: $1.16B → $3.33B (+$2.16B)

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

24% more call options, than puts

Call options by funds: $38.6M | Put options by funds: $31.2M

8.71% more ownership

Funds ownership: 43.67%52.38% (+8.7%)

6% more funds holding

Funds holding: 178188 (+10)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
68
Reduced
32
Closed
27
Calls
$38.6M
Puts
$31.2M
Net Calls
+$7.37M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$128K +$22.6K +4,169 +50%
FF
127
Financial Futures
New Jersey
$128K
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$122K -$29.3K -5,410 -31%
TCPWM
129
Traverso Chambers Private Wealth Management
California
$121K
MFG
130
Merit Financial Group
Georgia
$116K -$64.2K -11,850 -51%
DFO
131
Duquesne Family Office
New York
$115K
AWM
132
AE Wealth Management
Kansas
$112K +$59K +10,897 New
IFG
133
Independent Financial Group
California
$108K
MWM
134
Meritas Wealth Management
California
$106K
WAM
135
Wolverine Asset Management
Illinois
$93.9K -$1.95K -360 -4%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$85.6K +$29.4K +5,426 +186%
FWM
137
Focused Wealth Management
New York
$55.3K +$200 +37 +0.7%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$55.1K +$20.9K +3,854 +254%
BAAM
139
Baker Avenue Asset Management
California
$52.6K
IA
140
IFP Advisors
Florida
$48.5K
TFM
141
TFC Financial Management
Massachusetts
$39.5K +$20.9K +3,850 New
CG
142
Cutler Group
California
$37K -$14.4K -2,658 -42%
HI
143
Harbour Investments
Wisconsin
$25.3K +$8.13K +1,500 +155%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.6K
T2I
145
Turim 21 Investimentos
Brazil
$21.1K
CA
146
Centerpoint Advisors
Massachusetts
$21K
TWM
147
Tradition Wealth Management
Minnesota
$21K
NSIM
148
North Star Investment Management
Illinois
$20.5K
WTC
149
WhitTier Trust Company
Nevada
$20.5K
SN
150
Sittner & Nelson
Oregon
$20.5K +$5.42K +1,000 +100%

JOBY Hedge Fund Activity: Q2 2023 in Review

188 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Joby Aviation (JOBY) for Q2 2023, worth a combined $3.33B — up 186% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JOBY positions and 27 closed out — a net gain of 10 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $239M. The largest seller was Intel Corp, cutting an estimated $19.5M.

  • 188 institutional investors held Joby Aviation (JOBY) as of Q2 2023, up from 178 in Q1 2023.
  • Funds reported $3.33B of Joby Aviation stock for Q2 2023, up 186% quarter-over-quarter.
  • 37 funds opened new Joby Aviation positions in Q2 2023 and 27 closed out, a net change of +10 holders.
  • The largest Joby Aviation buyer in Q2 2023 was Baillie Gifford & Co, an estimated $239M added.
  • The largest Joby Aviation seller in Q2 2023 was Intel Corp, an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2023.