Surf Air Mobility
SRFM
29 hedge funds and large institutions have $6.93M invested in Surf Air Mobility in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
7% more funds holding
Funds holding: 27 → 29 (+2)
0.06% more ownership
Funds ownership: 1.53% → 1.59% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
43% less capital invested
Capital invested by funds: $12.2M → $6.93M (-$5.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$195K |
| 2 |
CP
Covalent Partners
Concord,
Massachusetts
|
+$111K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$61.2K |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$56.5K |
| 5 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
+$53.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$113K |
| 2 |
Bank of New York Mellon
New York
|
-$36.3K |
| 3 |
State Street
Boston,
Massachusetts
|
-$10.2K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.51K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$4.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
26
Retirement Group
San Diego,
California
| $1.8K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $1.23K | +$39 | +5 | +2% |
|
28
National Bank of Canada
Montreal,
Quebec, Canada
| $528 | -$109 | -14 | -7% |
|
29
JP Morgan Chase
New York
| $151 | +$47 | +6 | +30% |
|
|
PMEF
30
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$145K | -13,336 | Closed |
|
|
31
Bank of New York Mellon
New York
| – | -$36.3K | -3,349 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$6.51K | -600 | Closed |
|
33
Bank of America
Charlotte,
North Carolina
| – | -$148 | -14 | Closed |
|
|
GWS
34
Glassman Wealth Services
Vienna,
Virginia
| – | -$23 | -2 | Closed |
|
SRFM Hedge Fund Activity: Q1 2024 in Review
29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Surf Air Mobility (SRFM) for Q1 2024, worth a combined $6.93M — down 43% from $12.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SRFM positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $195K. The largest seller was Morgan Stanley, cutting an estimated $113K.
- 29 institutional investors held Surf Air Mobility (SRFM) as of Q1 2024, up from 27 in Q4 2023.
- Funds reported $6.93M of Surf Air Mobility stock for Q1 2024, down 43% quarter-over-quarter.
- 8 funds opened new Surf Air Mobility positions in Q1 2024 and 6 closed out, a net change of +2 holders.
- The largest Surf Air Mobility buyer in Q1 2024 was Bridgeway Capital Management, an estimated $195K added.
- The largest Surf Air Mobility seller in Q1 2024 was Morgan Stanley, an estimated $113K sold.
Based on aggregated 13F filings for Q1 2024.