AST SpaceMobile
ASTS
104 hedge funds and large institutions have $94.9M invested in AST SpaceMobile in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 24 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
4% more call options, than puts
Call options by funds: $23.8M | Put options by funds: $22.9M
4% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 24
4% less funds holding
Funds holding: 108 → 104 (-4)
5.42% less ownership
Funds ownership: 31.67% → 26.25% (-5.4%)
15% less capital invested
Capital invested by funds: $112M → $94.9M (-$17.2M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
Top Sellers
| 1 |
NSGL
No Street GP LP
San Francisco,
California
|
-$9.06M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$8.78M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$7.23M |
| 4 |
Two Sigma Investments
New York
|
-$5.23M |
| 5 |
Morgan Stanley
New York
|
-$4.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
126
Private Trust Company
Cleveland,
Ohio
| – | -$24K | -4,900 | Closed |
|
127
Rockefeller Capital Management
New York
| – | -$8K | -1,700 | Closed |
|
|
MCC
128
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.64K | -340 | Closed |
|
ASTS Hedge Fund Activity: Q1 2023 in Review
104 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AST SpaceMobile (ASTS) for Q1 2023, worth a combined $94.9M — down 15% from $112M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of ASTS and 23 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 35 added.
The largest buyer was National Bank of Canada, adding an estimated $6.25M. The largest seller was No Street GP LP, cutting an estimated $9.06M.
- 104 institutional investors held AST SpaceMobile (ASTS) as of Q1 2023, down from 108 in Q4 2022.
- Funds reported $94.9M of AST SpaceMobile stock for Q1 2023, down 15% quarter-over-quarter.
- 23 funds opened new AST SpaceMobile positions in Q1 2023 and 24 closed out, a net change of -1 holder.
- The largest AST SpaceMobile buyer in Q1 2023 was National Bank of Canada, an estimated $6.25M added.
- The largest AST SpaceMobile seller in Q1 2023 was No Street GP LP, an estimated $9.06M sold.
Based on aggregated 13F filings for Q1 2023.