SOAR icon

Volato Group
SOAR

Overview Fund Activity

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.

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.25%
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

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$564K
2
CA
2
Calton & Associates
Florida
$284K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$244K
4
Northern Trust
4
Northern Trust
Illinois
$41.2K
5
Jane Street
5
Jane Street
New York
$38.2K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
UBS Group
3
UBS Group
Switzerland
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$564K 158,745 +158,745 New
BFM
2
Boston Financial Management
Massachusetts
$493K 138,829 – –
Neuberger Berman Group
3
Neuberger Berman Group
New York
$411K 115,846 – –
CA
4
Calton & Associates
Florida
$284K 80,000 +80,000 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$244K 68,862 +68,862 New
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$201K 55,701 +4,244 +8%
CC
7
Chicago Capital
Illinois
$190K 53,625 – –
IC
8
IEQ Capital
California
$135K 37,953 – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$78K 22,066 – –
Northern Trust
10
Northern Trust
Illinois
$41.2K 11,605 +11,605 New
Jane Street
11
Jane Street
New York
$38.2K 10,771 +10,771 New
RJA
12
Raymond James & Associates
Florida
$35.5K 10,000 – –
Morgan Stanley
13
Morgan Stanley
New York
$31.5K 8,874 +8,874 New
BlackRock
14
BlackRock
New York
$5.27K 1,483 +1,483 New
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$4.76K 1,342 +1,342 New
KFS
16
Kelly Financial Services
Massachusetts
$451 127 +127 New
Wells Fargo
17
Wells Fargo
California
$334 94 +94 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
– – -90,175 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – -1,979 Closed
UBS Group
20
UBS Group
Switzerland
– – -265 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
– – -28 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –