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Surf Air Mobility

27 hedge funds and large institutions have $12.2M invested in Surf Air Mobility in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

13% more funds holding

Funds holding: 2427 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.48% less ownership

Funds ownership: 2.01%1.53% (-0.48%)

23% less capital invested

Capital invested by funds: $15.9M → $12.2M (-$3.69M)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.66M +$24.6K +3,061 +0.6%
RG
2
Rathbones Group
United Kingdom
$1.76M
BlackRock
3
BlackRock
New York
$1.4M +$145K +18,049 +16%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$816K
IVMX
5
Institutional Venture Management XV
California
$385K -$285K -35,451 -50%
BAAM
6
Baker Avenue Asset Management
California
$361K +$115K +14,272 +75%
Morgan Stanley
7
Morgan Stanley
New York
$315K +$231K +28,800 +12,576%
NMC
8
NEA Management Company
Maryland
$307K -$253K -31,459 -50%
CP
9
Covalent Partners
Massachusetts
$233K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$203K +$110K +13,684 +272%
Northern Trust
11
Northern Trust
Illinois
$179K +$13.3K +1,650 +11%
State Street
12
State Street
Massachusetts
$159K +$118K +14,695 New
PMEF
13
Point72 Middle East FZE
United Arab Emirates
$145K -$33.6K -4,186 -24%
Charles Schwab
14
Charles Schwab
California
$74.4K
Corient Private Wealth
15
Corient Private Wealth
Florida
$69.6K +$15.8K +1,970 +44%
IC
16
IEQ Capital
California
$57K +$18.1K +2,251 +75%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$36.3K
TNA
18
True North Advisors
Texas
$20.6K +$15.2K +1,897 New
HighTower Advisors
19
HighTower Advisors
Illinois
$17K +$12.7K +1,580 New
TRCT
20
Tower Research Capital (TRC)
New York
$6.51K -$12.6K -1,569 -72%
RG
21
Retirement Group
California
$3.31K +$2.45K +305 New
Wells Fargo
22
Wells Fargo
California
$2.22K +$16 +2 +1%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$1.94K -$859 -107 -36%
JP Morgan Chase
24
JP Morgan Chase
New York
$220 +$161 +20 New
Bank of America
25
Bank of America
North Carolina
$148 +$112 +14 New

SRFM Hedge Fund Activity: Q4 2023 in Review

27 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Surf Air Mobility (SRFM) for Q4 2023, worth a combined $12.2M — down 23% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRFM positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $231K. The largest seller was Institutional Venture Management XV, cutting an estimated $285K.

  • 27 institutional investors held Surf Air Mobility (SRFM) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $12.2M of Surf Air Mobility stock for Q4 2023, down 23% quarter-over-quarter.
  • 7 funds opened new Surf Air Mobility positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest Surf Air Mobility buyer in Q4 2023 was Morgan Stanley, an estimated $231K added.
  • The largest Surf Air Mobility seller in Q4 2023 was Institutional Venture Management XV, an estimated $285K sold.

Based on aggregated 13F filings for Q4 2023.