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Surf Air Mobility

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.

New
Increased
Maintained
Reduced
Closed

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: 2729 (+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: 22 (0)

43% less capital invested

Capital invested by funds: $12.2M → $6.93M (-$5.28M)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.09M +$10.1K +1,303 +0.2%
RG
2
Rathbones Group
United Kingdom
$955K
BlackRock
3
BlackRock
New York
$779K +$20.4K +2,621 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$490K +$61.2K +7,863 +10%
CP
5
Covalent Partners
Massachusetts
$211K +$111K +14,285 +67%
IVMX
6
Institutional Venture Management XV
California
$209K
BAAM
7
Baker Avenue Asset Management
California
$197K
NMC
8
NEA Management Company
Maryland
$186K
BCM
9
Bridgeway Capital Management
Texas
$148K +$195K +25,000 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$110K +$16 +2 +0%
Northern Trust
11
Northern Trust
Illinois
$94.3K -$4.24K -545 -3%
Morgan Stanley
12
Morgan Stanley
New York
$85.6K -$113K -14,515 -50%
State Street
13
State Street
Massachusetts
$79K -$10.2K -1,314 -9%
Corient Private Wealth
14
Corient Private Wealth
Florida
$44K +$8.11K +1,042 +16%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$42.8K +$56.5K +7,254 New
MTIM
16
Marathon Trading Investment Management
Pennsylvania
$40.7K +$53.7K +6,899 New
Charles Schwab
17
Charles Schwab
California
$40.5K
IC
18
IEQ Capital
California
$31K
LPL Financial
19
LPL Financial
California
$19K +$25K +3,214 New
WANY
20
Wealthspire Advisors (New York)
New York
$17.1K +$22.6K +2,900 New
Osaic Holdings
21
Osaic Holdings
Arizona
$16.9K +$22.2K +2,857 New
Jane Street
22
Jane Street
New York
$15.4K +$20.4K +2,618 New
TNA
23
True North Advisors
Texas
$11.2K
HighTower Advisors
24
HighTower Advisors
Illinois
$9K
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$8.7K +$11.5K +1,475 New

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.