BETA Institutional Ownership
BETA Technologies, Inc.
1W: -7.0%
1M: +8.6%
3M: +16.7%
YTD: -18.9%
$22.17
+0.44 (+2.02%)
Weekly Expected Move ±9.6%
$18
$20
$22
$24
$26
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Institutional Ownership — BETA
220
Institutional Holders
+40 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
73
New Positions
67
Increased
47
Reduced
27
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (246 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 33,338,140 | $739M | +150,750 | +0.5% | 3Q | SEC ↗ |
| 2 | General Electric Co | 20,310,407 | $450M | — | +0.0% | 3Q | SEC ↗ |
| 3 | TPG GP A, LLC | 16,395,435 | $363M | — | +0.0% | 3Q | SEC ↗ |
| 4 | AMAZON COM INC | 11,753,896 | $261M | — | +0.0% | 3Q | SEC ↗ |
| 5 | BlackRock, Inc. | 2,930,242 | $65M | +153,441 | +5.5% | 3Q | SEC ↗ |
| 6 | STATE STREET CORP | 2,576,444 | $57M | +475,440 | +22.6% | 3Q | SEC ↗ |
| 7 | T. Rowe Price Investment Management, I | 2,272,421 | $50M | +100,566 | +4.6% | 3Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,895,677 | $42M | +547,581 | +40.6% | 2Q | SEC ↗ |
| 9 | HITE Hedge Asset Management LLC | 1,892,275 | $42M | -6,284 | -0.3% | 3Q | SEC ↗ |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 1,820,798 | $40M | +422,739 | +30.2% | 2Q | SEC ↗ |
| 11 | Empire Life Investments Inc. NEW | 1,337,839 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 12 | NORGES BANK NEW | 1,249,598 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 13 | MASTERS CAPITAL MANAGEMENT LLC | 1,028,200 | $23M | +328,200 | +46.9% | 2Q | SEC ↗ |
| 14 | Liberty Street Advisors, Inc. | 999,202 | $22M | — | +0.0% | 3Q | SEC ↗ |
| 15 | MILLENNIUM MANAGEMENT LLC | 971,297 | $22M | +918,993 | +1757.0% | 3Q | SEC ↗ |
| 16 | Clearbridge Investments, LLC | 890,249 | $20M | +165,376 | +22.8% | 3Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 872,324 | $19M | +38,397 | +4.6% | 3Q | SEC ↗ |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 795,558 | $18M | +50,368 | +6.8% | 3Q | SEC ↗ |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 672,505 | $15M | -911,089 | -57.5% | 3Q | SEC ↗ |
| 20 | MORGAN STANLEY | 562,634 | $12M | +160,582 | +39.9% | 3Q | SEC ↗ |
| 21 | Invesco Ltd. | 478,671 | $11M | +37,514 | +8.5% | 2Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 440,151 | $10M | +92,054 | +26.4% | 3Q | SEC ↗ |
| 23 | UBS Group AG | 428,900 | $10M | +158,217 | +58.5% | 3Q | SEC ↗ |
| 24 | Granahan Investment Management, LLC | 422,493 | $9M | -9,465 | -2.2% | 3Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC NEW | 416,227 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Pictet Asset Management Holding SA | 397,816 | $9M | +28,946 | +7.8% | 3Q | SEC ↗ |
| 27 | SEGALL BRYANT & HAMILL, LLC NEW | 360,845 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 329,320 | $7M | -10,866 | -3.2% | 3Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 329,320 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Marino Management, LLC | 313,992 | $7M | — | +0.0% | 2Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 306,997 | $7M | +78,462 | +34.3% | 3Q | SEC ↗ |
| 32 | SEVEN GRAND MANAGERS, LLC | 300,000 | $7M | +1,443 | +0.5% | 3Q | SEC ↗ |
| 33 | GILDER GAGNON HOWE & CO LLC | 263,765 | $6M | -119,489 | -31.2% | 3Q | SEC ↗ |
| 34 | GOLDMAN SACHS GROUP INC | 258,109 | $6M | +73,016 | +39.4% | 3Q | SEC ↗ |
| 35 | Burkehill Global Management, LP | 225,000 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 36 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 225,000 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 220,726 | $5M | +12,120 | +5.8% | 2Q | SEC ↗ |
| 38 | Alyeska Investment Group, L.P. | 177,867 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 171,772 | $4M | +92,740 | +117.3% | 2Q | SEC ↗ |
| 40 | Quantinno Capital Management LP | 166,153 | $4M | +90,313 | +119.1% | 2Q | SEC ↗ |
| 41 | Nuveen, LLC | 164,883 | $4M | +124,669 | +310.0% | 2Q | SEC ↗ |
| 42 | MARSHALL WACE, LLP | 161,119 | $4M | +141,075 | +703.8% | 3Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 151,118 | $3M | +81,150 | +116.0% | 2Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 135,874 | $3M | -64,013 | -32.0% | 3Q | SEC ↗ |
| 45 | Aureus Asset Management, LLC NEW | 131,594 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Mitsubishi UFJ Asset Management Co., L | 124,800 | $3M | +52,600 | +72.9% | 3Q | SEC ↗ |
| 47 | Squarepoint Ops LLC NEW | 122,080 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Weiss Asset Management LP NEW | 118,364 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Holocene Advisors, LP NEW | 118,148 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Trexquant Investment LP NEW | 116,150 | $3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Empire Life Investments Inc. | 1,337,839 | $30M |
| NORGES BANK | 1,249,598 | $28M |
| AQR CAPITAL MANAGEMENT LLC | 416,227 | $9M |
| SEGALL BRYANT & HAMILL, LLC | 360,845 | $8M |
| Sixth Street Partners Management Co | 329,320 | $7M |
| Aureus Asset Management, LLC | 131,594 | $3M |
| Squarepoint Ops LLC | 122,080 | $3M |
| Weiss Asset Management LP | 118,364 | $3M |
| Holocene Advisors, LP | 118,148 | $3M |
| Trexquant Investment LP | 116,150 | $3M |
| Swiss National Bank | 108,800 | $2M |
| SCS Capital Management LLC | 98,240 | $2M |
| SORA INVESTORS LLC | 86,000 | $2M |
| Wealthspire Advisors, LLC | 80,131 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 59,700 | $1M |
| AMERIPRISE FINANCIAL INC | 57,952 | $1M |
| IEQ CAPITAL, LLC | 47,129 | $1M |
| UBS AM, a distinct business unit of | 44,597 | $989K |
| SG Americas Securities, LLC | 43,099 | $956K |
| VANGUARD ASSET MANAGEMENT, Ltd | 38,585 | $855K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIL Ltd | 459,237 | $10M |
| Balyasny Asset Management L.P. | 287,241 | $6M |
| SOROS FUND MANAGEMENT LLC | 268,520 | $6M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 225,076 | $5M |
| Verition Fund Management LLC | 219,360 | $5M |
| TWO SIGMA INVESTMENTS, LP | 210,987 | $5M |
| LMR Partners LLP | 200,968 | $4M |
| Telemark Asset Management, LLC | 200,000 | $4M |
| Davidson Kempner Capital Management | 189,476 | $4M |
| AXIOM INVESTORS LLC /DE | 131,445 | $3M |
| Cinctive Capital Management LP | 122,878 | $3M |
| D. E. Shaw & Co., Inc. | 115,028 | $3M |
| HBK INVESTMENTS L P | 100,000 | $2M |
| Longaeva Partners L.P. | 95,925 | $2M |
| NEXT CENTURY GROWTH INVESTORS LLC | 94,526 | $2M |
| Walleye Capital LLC | 82,441 | $2M |
| Zimmer Partners, LP | 75,000 | $2M |
| XTX Topco Ltd | 60,068 | $1M |
| BlueCrest Capital Management Ltd | 50,000 | $1M |
| Symmetry Investments LP | 45,000 | $998K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | +918,993 | +1757.0% | 971,297 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +547,581 | +40.6% | 1,895,677 |
| STATE STREET CORP | +475,440 | +22.6% | 2,576,444 |
| VANGUARD CAPITAL MANAGEMENT LLC | +422,739 | +30.2% | 1,820,798 |
| MASTERS CAPITAL MANAGEMENT LLC | +328,200 | +46.9% | 1,028,200 |
| Clearbridge Investments, LLC | +165,376 | +22.8% | 890,249 |
| MORGAN STANLEY | +160,582 | +39.9% | 562,634 |
| UBS Group AG | +158,217 | +58.5% | 428,900 |
| BlackRock, Inc. | +153,441 | +5.5% | 2,930,242 |
| FMR LLC | +150,750 | +0.5% | 33,338,140 |
| MARSHALL WACE, LLP | +141,075 | +703.8% | 161,119 |
| Nuveen, LLC | +124,669 | +310.0% | 164,883 |
| T. Rowe Price Investment Management | +100,566 | +4.6% | 2,272,421 |
| Bank of New York Mellon Corp | +92,740 | +117.3% | 171,772 |
| BANK OF AMERICA CORP /DE | +92,054 | +26.4% | 440,151 |
| Quantinno Capital Management LP | +90,313 | +119.1% | 166,153 |
| Corps Capital Advisors, LLC | +87,912 | +635.2% | 101,752 |
| Corient Private Wealth LP | +81,150 | +116.0% | 151,118 |
| JPMORGAN CHASE & CO | +78,462 | +34.3% | 306,997 |
| GOLDMAN SACHS GROUP INC | +73,016 | +39.4% | 258,109 |