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Volato Group
SOAR

17 hedge funds and large institutions have $2.76M invested in Volato Group in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

55% more funds holding

Funds holding: 11 → 17 (+6)

40% more capital invested

Capital invested by funds: $1.97M → $2.76M (+$787K)

0.03% more ownership

Funds ownership: 0.07% → 0.11% (+0.03%)

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
1
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$531K
2
CA
Calton & Associates
Florida
+$268K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$230K
4
Northern Trust
Northern Trust
Illinois
+$38.8K
5
Jane Street
Jane Street
New York
+$36.1K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$340K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7K
3
UBS Group
UBS Group
Switzerland
-$1K
4
Osaic Holdings
Osaic Holdings
Arizona
-$106
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$564K +$531K +6,350 New
BFM
2
Boston Financial Management
Massachusetts
$493K – – –
Neuberger Berman Group
3
Neuberger Berman Group
New York
$411K – – –
CA
4
Calton & Associates
Florida
$284K +$268K +3,200 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$244K +$230K +2,754 New
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$201K +$14.2K +170 +8%
CC
7
Chicago Capital
Illinois
$190K – – –
IC
8
IEQ Capital
California
$135K – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$78K – – –
Northern Trust
10
Northern Trust
Illinois
$41.2K +$38.8K +464 New
Jane Street
11
Jane Street
New York
$38.2K +$36.1K +431 New
RJA
12
Raymond James & Associates
Florida
$35.5K – – –
Morgan Stanley
13
Morgan Stanley
New York
$31.5K +$29.7K +355 New
BlackRock
14
BlackRock
New York
$5.26K +$4.94K +59 New
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$4.76K +$4.52K +54 New
KFS
16
Kelly Financial Services
Massachusetts
$451 +$418 +5 New
Wells Fargo
17
Wells Fargo
California
$334 +$335 +4 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
– -$340K -3,607 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$7K -79 Closed
UBS Group
20
UBS Group
Switzerland
– -$1K -11 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
– -$106 -1 Closed

SOAR Hedge Fund Activity: Q1 2024 in Review

17 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Volato Group (SOAR) for Q1 2024, worth a combined $2.76M — up 40% from $1.97M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SOAR positions and 4 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $531K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $340K sold.

  • 17 institutional investors held Volato Group (SOAR) as of Q1 2024, up from 11 in Q4 2023.
  • Funds reported $2.76M of Volato Group stock for Q1 2024, up 40% quarter-over-quarter.
  • 10 funds opened new Volato Group positions in Q1 2024 and 4 closed out, a net change of +6 holders.
  • The largest Volato Group buyer in Q1 2024 was Vanguard Group, an estimated $531K added.
  • The largest Volato Group seller in Q1 2024 was Bank of New York Mellon, an estimated $340K sold.

Based on aggregated 13F filings for Q1 2024.