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Virgin Galactic
SPCE

249 hedge funds and large institutions have $408M invested in Virgin Galactic in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 1.78% → 1.82% (+0.04%)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

3% less funds holding

Funds holding: 256 → 249 (-7)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

71% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $71M

92% less capital invested

Capital invested by funds: $5.05B → $408M (-$4.64B)

Holders
249
Holders Change
-7
Holders Change %
-2.73%
% of All Funds
3.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
65
Reduced
73
Closed
35
Calls
$20.9M
Puts
$71M
Net Calls
-$50.1M
Net Calls Change
-$24.9M

Top Buyers

Rank Fund Capital Flow
1
WEG
World Equity Group
Illinois
+$9.97M
2
Bank of America
Bank of America
North Carolina
+$5.65M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.65M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.85M
5
BlackRock
BlackRock
New York
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$4.71B
2
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
3
Goldman Sachs
Goldman Sachs
New York
-$2.5M
4
Morgan Stanley
Morgan Stanley
New York
-$2.47M
5
SC
Sculptor Capital
New York
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
226
Financial Perspectives
Minnesota
$429 – – –
CWA
227
Clearview Wealth Advisors
Oregon
$405 – – –
LFG
228
Larson Financial Group
Missouri
$405 – – –
TCWA
229
Ten Capital Wealth Advisors
Washington
$405 – – –
WTA
230
Washington Trust Advisors
Massachusetts
$405 – – –
BCM
231
Bourgeon Capital Management
Connecticut
$260 – – –
TWA
232
TCI Wealth Advisors
Arizona
$248 -$3.39K -34 -92%
AWM
233
Abound Wealth Management
Tennessee
$219 – – –
AWM
234
AllSquare Wealth Management
New York
$203 – – –
CCP
235
Carmel Capital Partners
California
$203 +$299 +3 New
FSWA
236
Financial Synergies Wealth Advisors
Texas
$183 – – –
HCP
237
Hexagon Capital Partners
Arkansas
$158 – – –
EWP
238
Elevation Wealth Partners
California
$154 +$199 +2 New
RI
239
Ridgewood Investments
New Jersey
$142 +$199 +2 New
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$128 +$27.1K +272 +21%
IFAM
241
Institutional & Family Asset Management
Colorado
$122 – – –
IRAG
242
Investment Research & Advisory Group
Georgia
$81 – – –
WWM
243
Wolff Wiese Magana
California
$77 – – –
RFA
244
Register Financial Advisors
Georgia
$61 – – –
JFA
245
JNBA Financial Advisors
Minnesota
$29 – – –
BA
246
Bellwether Advisors
Nebraska
$24 – – –
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$8 – – –
WWP
248
WR Wealth Planners
Missouri
$8 – – –
BWL
249
Bogart Wealth LLC
Virginia
$4 – – –
E
250
Ergoteles
New York
– -$1.47M -21,070 Closed
8 9
10
11 12

SPCE Hedge Fund Activity: Q1 2023 in Review

249 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virgin Galactic (SPCE) for Q1 2023, worth a combined $408M — down 92% from $5.05B a quarter earlier.

Fund positioning in SPCE was balanced in Q1 2023: 35 funds opened new positions, 35 closed out, 65 added to existing stakes and 73 trimmed.

The largest buyer was World Equity Group, opening a new position worth an estimated $9.97M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $4.71B sold.

  • 249 institutional investors held Virgin Galactic (SPCE) as of Q1 2023, down from 256 in Q4 2022.
  • Funds reported $408M of Virgin Galactic stock for Q1 2023, down 92% quarter-over-quarter.
  • 35 funds opened new Virgin Galactic positions in Q1 2023 and 35 closed out, a net change of 0 holders.
  • The largest Virgin Galactic buyer in Q1 2023 was World Equity Group, an estimated $9.97M added.
  • The largest Virgin Galactic seller in Q1 2023 was Arete Wealth Advisors, an estimated $4.71B sold.

Based on aggregated 13F filings for Q1 2023.