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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
HBW
176
Hazlett, Burt & Watson
West Virginia
$2K +$271 +50 +50%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$1.84K +$970 +179 New
FA
178
Fiduciary Alliance
South Carolina
$1.54K +$813 +150 New
RWPA
179
Richard W. Paul & Associates
Michigan
$1.23K
GI
180
Gradient Investments
Minnesota
$1.03K
CWA
181
Clearview Wealth Advisors
Oregon
$1.03K +$542 +100 New
Simplex Trading
182
Simplex Trading
Illinois
$1K
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$923
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$852
AIC
185
Archer Investment Corporation
Indiana
$513
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$92
HNB
187
Huntington National Bank
Ohio
$21
TCM
188
Tao Capital Management
California
-$1.3M -300,000 Closed
CM
189
Capula Management
Cayman Islands
-$536K -123,420 Closed
XT
190
XTX Topco
Cayman Islands
-$172K -39,543 Closed
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
-$104K -23,892 Closed
KCPG
192
Kavar Capital Partners Group
Kansas
-$100K -23,140 Closed
Millennium Management
193
Millennium Management
New York
-$88K -20,358 Closed
AFP
194
Ausdal Financial Partners
Iowa
-$74.9K -17,247 Closed
Brown Advisory
195
Brown Advisory
Maryland
-$62K -14,296 Closed
Creative Planning
196
Creative Planning
Kansas
-$54.1K -12,468 Closed
RWP
197
RWA Wealth Partners
Massachusetts
-$53.3K -12,276 Closed
Verition Fund Management
198
Verition Fund Management
Connecticut
-$50K -11,514 Closed
CWM
199
Cahaba Wealth Management
Georgia
-$43.4K -10,000 Closed
Allspring Global Investments
200
Allspring Global Investments
North Carolina
-$18.6K -4,295 Closed

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.