Bristow Group
VTOL
134 hedge funds and large institutions have $748M invested in Bristow Group in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 11 closing their positions.
194% more call options, than puts
Call options by funds: $332K | Put options by funds: $113K
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
5% more funds holding
Funds holding: 128 → 134 (+6)
0.62% less ownership
Funds ownership: 94.86% → 94.24% (-0.62%)
2% less capital invested
Capital invested by funds: $763M → $748M (-$15.1M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
18% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$10.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.34M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.95M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.97M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDIC
South Dakota Investment Council
Sioux Falls,
South Dakota
|
-$8.36M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$6.51M |
| 3 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$5.82M |
| 4 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$4.84M |
| 5 |
SAAM
Solus Alternative Asset Management
Summit,
New Jersey
|
-$4.25M |
VTOL Hedge Fund Activity: Q3 2023 in Review
134 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Bristow Group (VTOL) for Q3 2023, worth a combined $748M — down 2% from $763M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VTOL positions and 11 closed out — a net gain of 7 holders — while 42 added to existing stakes and 51 trimmed.
The largest buyer was Brown Advisory, opening a new position worth an estimated $10.1M. The largest seller was South Dakota Investment Council, cutting an estimated $8.36M.
- 134 institutional investors held Bristow Group (VTOL) as of Q3 2023, up from 128 in Q2 2023.
- Funds reported $748M of Bristow Group stock for Q3 2023, down 2% quarter-over-quarter.
- 18 funds opened new Bristow Group positions in Q3 2023 and 11 closed out, a net change of +7 holders.
- The largest Bristow Group buyer in Q3 2023 was Brown Advisory, an estimated $10.1M added.
- The largest Bristow Group seller in Q3 2023 was South Dakota Investment Council, an estimated $8.36M sold.
Based on aggregated 13F filings for Q3 2023.