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Monterey Innovation Acquisition Corp

MTRYDelisted Nov 20, 2023
Industry
Blank Checks
SEC CIK
0001860663

Monterey Innovation Acquisition Corp was delisted on Nov 20, 2023; its insiders filed their last Form 4 on Apr 11, 2023; 15 institutions reported holding it in 13F filings for Q3 2023, worth $14.4M in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in Monterey Innovation Acquisition Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
44
+3 vs. Q1 2022
Shares held
11.3M
+329.7K (+3.0%) vs. Q1 2022
Total value
$113.6M
+$3.90M (+3.6%) vs. Q1 2022
New holders
5
6 more added
Sold out
2
8 more reduced

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MTRY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 44 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 34 institutionsQ1 2022: 41 institutionsQ2 2022: 44 institutionsQ3 2022: 34 institutionsQ4 2022: 17 institutionsQ1 2023: 14 institutionsQ2 2023: 15 institutionsQ3 2023: 15 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $113.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $96.4MQ1 2022: $109.7MQ2 2022: $113.6MQ3 2022: $87.5MQ4 2022: $19.2MQ1 2023: $19.5MQ2 2023: $14.7MQ3 2023: $14.4MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MTRY and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202315$14.4M
Q2 202315$14.7M
Q1 202314$19.5M
Q4 202217$19.2M
Q3 202234$87.5M
Q2 202244$113.6M
Q1 202241$109.7M
Q4 202134$96.4M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Monterey Innovation Acquisition Corp; share changes are against Q1 2022.

Institutions holding MTRY in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.917,843$9.20M0.12%00.0%Unchanged
Periscope Capital Inc.842,200$8.44M0.23%+132,488+18.7%Added
Karpus Management, Inc.792,398$7.93M0.27%−9,950−1.2%Reduced
Shaolin Capital Management LLC677,208$6.79M0.16%+181,000+36.5%Added
MMCAP International Inc. SPC625,000$6.26M0.50%00.0%Unchanged
Boothbay Fund Management, LLC575,000$5.76M0.20%00.0%Unchanged
Atw Spac Management LLC575,000$5.76M0.83%00.0%Unchanged
D. E. Shaw & Co., Inc.542,826$5.44M0.01%+1140.0%Added
Berkley W R Corp479,811$4.80M0.24%00.0%Unchanged
Polar Asset Management Partners Inc.450,000$4.51M0.06%00.0%Unchanged
Murchinson Ltd.410,000$4.11M0.79%−90,000−18.0%Reduced
Hudson Bay Capital Management LP400,000$4.01M0.04%00.0%Unchanged
Wolverine Asset Management LLC330,681$3.31M0.04%+40,000+13.8%Added
Linden Advisors LP300,000$3.01M0.03%00.0%Unchanged
HGC Investment Management Inc.300,000$2.99M0.18%00.0%Unchanged
Barclays PLC296,158$2.97M0.00%00.0%Unchanged
Tenor Capital Management Co., L.P.250,000$2.50M0.06%00.0%Unchanged
Fir Tree Capital Management LP237,381$2.38M0.08%−119−0.1%Reduced
Weiss Asset Management LP225,000$2.25M0.06%−300,000−57.1%Reduced
CVI Holdings, LLC220,536$2.21M0.16%00.0%Unchanged
UBS Oconnor LLC210,009$2.10M0.02%+210,009New
Radcliffe Capital Management, L.P.200,000$2.00M0.06%00.0%Unchanged
Basso Capital Management, L.P.194,218$1.95M0.20%−30,782−13.7%Reduced
Mizuho Securities USA LLC186,806$1.84M0.28%+8,650+4.9%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital150,000$1.50M0.02%00.0%Unchanged
Rivernorth Capital Management, LLC139,999$1.40M0.06%00.0%Unchanged
Rpo LLC113,908$1.14M0.31%+113,908New
Eisler Capital (UK) Ltd.106,978$1.07M0.11%+106,978New
JPMorgan Chase & Co100,000$1.00M0.00%+100,000New
Dark Forest Capital Management LP80,363$806.0K0.18%00.0%Unchanged
Vivaldi Asset Management, LLC70,994$711.0K0.05%+70,994New
Millennium Management LLC53,900$540.0K0.00%+3,900+7.8%Added
Arena Investors LP50,020$501.0K0.23%00.0%Unchanged
Walleye Capital LLC49,700$498.0K0.01%00.0%Unchanged
Nomura Holdings Inc40,000$401.0K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.33,061$331.0K0.04%00.0%Unchanged
Walleye Trading LLC30,000$301.0K0.01%00.0%Unchanged
CNH Partners LLC21,076$211.0K0.00%−152−0.7%Reduced
Caas Capital Management LP20,200$202.0K0.03%00.0%Unchanged
Centiva Capital, LP18,165$182.0K0.01%00.0%Unchanged
Goldman Sachs Group Inc15,820$158.0K0.00%00.0%Unchanged
Geode Capital Management, LLC13,454$134.0K0.00%00.0%Unchanged
UBS Group AG1,263$13.0K0.00%−383−23.3%Reduced
Tower Research Capital LLC (TRC)100$1.00K0.00%−5−4.8%Reduced
Beryl Capital Management LLC0$00.00%−196,991−100.0%Sold out
Cohanzick Management, LLC0$00.00%−10,000−100.0%Sold out