Volato Group
SOAR
70 hedge funds and large institutions have $282M invested in Volato Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
7% more capital invested
Capital invested by funds: $264M → $282M (+$17.9M)
3% more funds holding
Funds holding: 68 → 70 (+2)
0.12% more ownership
Funds ownership: 3.78% → 3.9% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$7.1M |
| 2 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$6.18M |
| 3 |
GCL
Glazer Capital LLC
New York
|
+$4.51M |
| 4 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
+$4.07M |
| 5 |
KL
KIM LLC
Wichita,
Kansas
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highbridge Capital Management
New York
|
-$10.2M |
| 2 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$6.86M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$4.42M |
| 4 |
Goldman Sachs
New York
|
-$1.72M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$1.53M |
SOAR Hedge Fund Activity: Q1 2023 in Review
70 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Volato Group (SOAR) for Q1 2023, worth a combined $282M — up 6.8% from $264M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SOAR positions and 8 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Nomura Holdings, opening a new position worth an estimated $7.1M. The largest seller was Highbridge Capital Management, cutting an estimated $10.2M.
- 70 institutional investors held Volato Group (SOAR) as of Q1 2023, up from 68 in Q4 2022.
- Funds reported $282M of Volato Group stock for Q1 2023, up 6.8% quarter-over-quarter.
- 10 funds opened new Volato Group positions in Q1 2023 and 8 closed out, a net change of +2 holders.
- The largest Volato Group buyer in Q1 2023 was Nomura Holdings, an estimated $7.1M added.
- The largest Volato Group seller in Q1 2023 was Highbridge Capital Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2023.