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Joby Aviation
JOBY

178 hedge funds and large institutions have $1.16B invested in Joby Aviation in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

52% more call options, than puts

Call options by funds: $9.06M | Put options by funds: $5.95M

31% more capital invested

Capital invested by funds: $887M → $1.16B (+$275M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.02% less ownership

Funds ownership: 43.69% → 43.67% (-0.02%)

6% less funds holding

Funds holding: 189 → 178 (-11)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
178
Holders Change
-11
Holders Change %
-5.82%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
56
Reduced
32
Closed
29
Calls
$9.06M
Puts
$5.95M
Net Calls
+$3.11M
Net Calls Change
-$3.16M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
2
NAMA
Nikko Asset Management Americas
New York
+$5.86M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$5.86M
4
AIM
ARK Investment Management
Florida
+$4.36M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
IC
Intel Corp
California
-$12.8M
2
State Street
State Street
Massachusetts
-$3.54M
3
MSCM
McElhenny Sheffield Capital Management
Texas
-$2.79M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$1.36M
5
Tiger Global Management
Tiger Global Management
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
151
Bartlett & Co
Ohio
$4K – – –
BFEC
152
Benjamin F. Edwards & Company
Missouri
$4K – – –
EBA
153
Eagle Bay Advisors
New York
$3.48K – – –
CAL
154
Capital Analysts LLC
Pennsylvania
$3K – – –
CFGS
155
Concourse Financial Group Securities
Alabama
$2.17K – – –
BAM
156
Belpointe Asset Management
Nevada
$1.74K – – –
KFS
157
Kelly Financial Services
Massachusetts
$1.61K – – –
SS
158
Sunbelt Securities
Texas
$1.61K +$1.61K +390 New
OLVIG
159
Oliver Lagore Vanvalin Investment Group
Michigan
$1.3K – – –
WIM
160
Westside Investment Management
California
$1.3K – – –
TWC
161
TD Waterhouse Canada
Ontario, Canada
$1.24K +$1.24K +300 New
CBT
162
CoreFirst Bank & Trust
Kansas
$1.13K – – –
AF
163
Allworth Financial
California
$1.07K +$1.02K +247 New
CWM
164
CarsonAllaria Wealth Management
Illinois
$868 – – –
GG
165
Gleason Group
Kentucky
$868 – – –
S
166
SignatureFD
Georgia
$712 +$252 +61 +59%
RWPA
167
Richard W. Paul & Associates
Michigan
$521 +$37 +9 +8%
GI
168
Gradient Investments
Minnesota
$434 – – –
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$391 – – –
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$360 – – –
AIC
171
Archer Investment Corporation
Indiana
$217 – – –
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$127 +$3.52K +850 +3%
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$39 +$37 +9 New
MCM
174
Manchester Capital Management
Vermont
$31 +$12 +3 +75%
HNB
175
Huntington National Bank
Ohio
$9 – – –
5 6
7
8 9

JOBY Hedge Fund Activity: Q1 2023 in Review

178 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Joby Aviation (JOBY) for Q1 2023, worth a combined $1.16B — up 31% from $887M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of JOBY and 23 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 56 added.

The largest buyer was Vanguard Group, adding an estimated $13.2M. The largest seller was Intel Corp, cutting an estimated $12.8M.

  • 178 institutional investors held Joby Aviation (JOBY) as of Q1 2023, down from 189 in Q4 2022.
  • Funds reported $1.16B of Joby Aviation stock for Q1 2023, up 31% quarter-over-quarter.
  • 23 funds opened new Joby Aviation positions in Q1 2023 and 29 closed out, a net change of -6 holders.
  • The largest Joby Aviation buyer in Q1 2023 was Vanguard Group, an estimated $13.2M added.
  • The largest Joby Aviation seller in Q1 2023 was Intel Corp, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.