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Surf Air Mobility

19 hedge funds and large institutions have $1.82M invested in Surf Air Mobility in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.85% more ownership

Funds ownership: 1.77%10.62% (+8.8%)

39% less funds holding

Funds holding: 3119 (-12)

54% less capital invested

Capital invested by funds: $3.96M → $1.82M (-$2.14M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
19
Holders Change
-12
Holders Change %
-38.71%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$701K -$9 -5 -0%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$500K +$690K +373,397 New
RG
3
Rathbones Group
United Kingdom
$217K -$6 -3 -0%
BlackRock
4
BlackRock
New York
$149K -$16.7K -9,012 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$119K -$7 -4 -0%
BCM
6
Bridgeway Capital Management
Texas
$33.5K
GCS
7
Gordian Capital (Singapore)
Singapore
$30.9K +$42.6K +23,059 New
Northern Trust
8
Northern Trust
Illinois
$21.4K -$4 -2 -0%
State Street
9
State Street
Massachusetts
$20.2K -$6 -3 -0%
Morgan Stanley
10
Morgan Stanley
New York
$19.4K -$2 -1 -0%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.57K +$2.64K +1,428 +25%
IAIM
12
International Assets Investment Management
Florida
$1K +$2.48K +1,340 New
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$650 +$368 +199 +70%
Wells Fargo
14
Wells Fargo
California
$190 -$2 -1 -0.7%
Bank of America
15
Bank of America
North Carolina
$99 -$7 -4 -5%
TRCT
16
Tower Research Capital (TRC)
New York
$91 -$7.26K -3,930 -98%
JP Morgan Chase
17
JP Morgan Chase
New York
$36 +$2 +1 +4%
WOC
18
West Oak Capital
California
$11
UBS Group
19
UBS Group
Switzerland
$4 -$10.2K -5,534 -100%
IC
20
IEQ Capital
California
-$20.2K -7,503 Closed
Corient Private Wealth
21
Corient Private Wealth
Florida
-$20.1K -7,457 Closed
VF
22
Virtu Financial
New York
-$18K -6,539 Closed
HF
23
HRT Financial
New York
-$11K -4,168 Closed
TNA
24
True North Advisors
Texas
-$10.2K -3,795 Closed
WANY
25
Wealthspire Advisors (New York)
New York
-$7.8K -2,900 Closed

SRFM Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Surf Air Mobility (SRFM) for Q3 2024, worth a combined $1.82M — down 54% from $3.96M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SRFM and 3 opened new positions — a net loss of 11 holders — while 11 trimmed existing stakes and 3 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $690K. The largest seller was IEQ Capital, exiting entirely with an estimated $20.2K sold.

  • 19 institutional investors held Surf Air Mobility (SRFM) as of Q3 2024, down from 31 in Q2 2024.
  • Funds reported $1.82M of Surf Air Mobility stock for Q3 2024, down 54% quarter-over-quarter.
  • 3 funds opened new Surf Air Mobility positions in Q3 2024 and 14 closed out, a net change of -11 holders.
  • The largest Surf Air Mobility buyer in Q3 2024 was Focus Partners Wealth, an estimated $690K added.
  • The largest Surf Air Mobility seller in Q3 2024 was IEQ Capital, an estimated $20.2K sold.

Based on aggregated 13F filings for Q3 2024.