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Surf Air Mobility

31 hedge funds and large institutions have $3.96M invested in Surf Air Mobility in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

7% more funds holding

Funds holding: 2931 (+2)

0.18% more ownership

Funds ownership: 1.59%1.77% (+0.18%)

43% less capital invested

Capital invested by funds: $6.93M → $3.96M (-$2.96M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
6
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41M
BSW
2
Buckingham Strategic Wealth
Missouri
$1.2M +$1.43M +444,331 New
RG
3
Rathbones Group
United Kingdom
$435K
BlackRock
4
BlackRock
New York
$324K -$37K -11,523 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$240K +$19.3K +5,993 +7%
BCM
6
Bridgeway Capital Management
Texas
$67.3K
Northern Trust
7
Northern Trust
Illinois
$43K
State Street
8
State Street
Massachusetts
$40.7K +$5.56K +1,729 +13%
Morgan Stanley
9
Morgan Stanley
New York
$39.1K
IC
10
IEQ Capital
California
$20.2K +$7.24K +2,251 +43%
Corient Private Wealth
11
Corient Private Wealth
Florida
$20.1K
VF
12
Virtu Financial
New York
$18K +$21K +6,539 New
Osaic Holdings
13
Osaic Holdings
Arizona
$15.4K +$9.18K +2,857 +100%
UBS Group
14
UBS Group
Switzerland
$14.9K +$17.8K +5,537 New
HF
15
HRT Financial
New York
$11K +$13.4K +4,168 New
TRCT
16
Tower Research Capital (TRC)
New York
$10.7K +$12.9K +3,998 New
TNA
17
True North Advisors
Texas
$10.2K +$6.1K +1,898 +100%
WANY
18
Wealthspire Advisors (New York)
New York
$7.8K
XT
19
XTX Topco
Cayman Islands
$7.21K +$8.61K +2,679 New
TSS
20
Two Sigma Securities
New York
$6.84K +$8.17K +2,541 New
HighTower Advisors
21
HighTower Advisors
Illinois
$6K +$2.18K +677 +43%
Millennium Management
22
Millennium Management
New York
$5.98K +$7.14K +2,221 New
MTIM
23
Marathon Trading Investment Management
Pennsylvania
$5.11K -$16.1K -5,000 -72%
Jane Street
24
Jane Street
New York
$4.85K -$2.62K -816 -31%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$3.81K -$183 -57 -4%

SRFM Hedge Fund Activity: Q2 2024 in Review

31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Surf Air Mobility (SRFM) for Q2 2024, worth a combined $3.96M — down 43% from $6.93M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SRFM positions and 9 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $1.43M. The largest seller was Covalent Partners, exiting entirely with an estimated $211K sold.

  • 31 institutional investors held Surf Air Mobility (SRFM) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $3.96M of Surf Air Mobility stock for Q2 2024, down 43% quarter-over-quarter.
  • 12 funds opened new Surf Air Mobility positions in Q2 2024 and 9 closed out, a net change of +3 holders.
  • The largest Surf Air Mobility buyer in Q2 2024 was Buckingham Strategic Wealth, an estimated $1.43M added.
  • The largest Surf Air Mobility seller in Q2 2024 was Covalent Partners, an estimated $211K sold.

Based on aggregated 13F filings for Q2 2024.