2026-07-02
No AI summary for this filing type
View Full Filing (SEC EDGAR)SRFM
Surf Air Mobility INC
-$769.3K
Net Activity
Institutions Holding
62
Popularity Rank
#5500
Avg Weight
0.00%
Total Value
$14.0M
Ownership Trend
62 institutions currently hold SRFM, with 36 net buyers and 31 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
31
Net Buying Institutions
36
Key Holders
Key Holders
Top 5 by Value
Quarterly Activity
Recent Activity
+$9.3M
Total Buy Value
$3.7M
Total Sell Value
New buy19
Trim11
Add17
Sold out20
36
Net Buyers
31
Net Sellers
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
2
Filings (14d)
Data as of 2026-07-02
2026-07-01
Surf Air Mobility Inc. restructured its debt by exchanging an existing convertible note with a balance of $46.9 million for two new notes: a $16.9 million convertible note due 2027 and a $30 million term note due 2028. The term note accrues interest at 12% annually starting January 2027. The company also lowered the exercise price of warrants held by the investor from $3.32 to $1.12 per share.
View Full Filing (SEC EDGAR)FAQ
Who are the top institutional investors holding SURF AIR MOBILITY INC (SRFM)?
Major stakeholders currently include Hudson Bay Capital Management LP ($4.0M), Vanguard Capital Management LLC ($2.9M), UBS Group AG ($1.2M). Based on the latest 13F filings, there are a total of 62 tracked investment funds and institutions maintaining positions in SRFM.
What is the overall institutional sentiment toward SRFM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $769.3K, driven by 36 managers accumulating shares while 31 reduced their exposure.
Which institutions have been selling or reducing their SRFM positions?
In the latest period, 11 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $3.7M.
Are there any notable investors adding SRFM to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.3M.
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