Context Advisory LLC

Q3 2021 13F-HR Holdings

Location
Lajolla, CA
Holdings as of
9/30/2021
Date filed
11/12/2021
Form type
13F-HR
Num holdings
473
Total value ($000)
$979,450
Net value change ($000)
-99,910 (-9.3%)
New positions
57
Sold out positions
110
Turnover %
53.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DJT 18,178 NEW
CF ACQUISITION CORP IV 9,264 NEW
Bridgetown Holdings Ltd 7,125 NEW
Churchill Capital Corp VII 6,447 NEW
OCEA 5,070 NEW
Argus Capital Corp. 5,058 NEW
VGAS 5,029 NEW
ARYA Sciences Acquisition Corp V 4,298 NEW
Terran Orbital Corp 4,041 NEW
Bannix Acquisition Corp. 3,788 NEW
Top Reduces (Value $000, Stocks/ETFs)
CF ACQUISITION CORP IV -9,565 -100.0%
Churchill Capital Corp VII -6,889 -100.0%
SPIR -5,310 -100.0%
Itiquira Acquisition Corp. -5,005 -100.0%
Terran Orbital Corp -4,679 -100.0%
VPC Impact Acquisition Holdings II -3,968 -100.0%
MKTW -3,869 -100.0%
Lazard Growth Acquisition Corp. I -3,322 -100.0%
Goal Acquisitions Corp. -3,036 -100.0%
LIDR -3,011 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type