AST SpaceMobile
ASTS
46 hedge funds and large institutions have $77.6M invested in AST SpaceMobile in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 39 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
34% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $17.5M
22% less funds holding
Funds holding: 59 → 46 (-13)
26.6% less ownership
Funds ownership: 55.52% → 28.92% (-27%)
33% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 39
55% less capital invested
Capital invested by funds: $173M → $77.6M (-$95.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$27.1M |
| 2 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$8.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.77M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$20.6M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$17.3M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$13.6M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$11.3M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$10.9M |
ASTS Hedge Fund Activity: Q1 2021 in Review
46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AST SpaceMobile (ASTS) for Q1 2021, worth a combined $77.6M — down 55% from $173M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of ASTS and 26 opened new positions — a net loss of 13 holders — while 6 trimmed existing stakes and 11 added.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $27.1M. The largest seller was Magnetar Financial, exiting entirely with an estimated $20.6M sold.
- 46 institutional investors held AST SpaceMobile (ASTS) as of Q1 2021, down from 59 in Q4 2020.
- Funds reported $77.6M of AST SpaceMobile stock for Q1 2021, down 55% quarter-over-quarter.
- 26 funds opened new AST SpaceMobile positions in Q1 2021 and 39 closed out, a net change of -13 holders.
- The largest AST SpaceMobile buyer in Q1 2021 was Janus Henderson Group, an estimated $27.1M added.
- The largest AST SpaceMobile seller in Q1 2021 was Magnetar Financial, an estimated $20.6M sold.
Based on aggregated 13F filings for Q1 2021.