AST SpaceMobile
ASTS
108 hedge funds and large institutions have $112M invested in AST SpaceMobile in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 15 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 12
153% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 15
33% more capital invested
Capital invested by funds: $84.2M → $112M (+$27.8M)
27% more funds holding
Funds holding: 85 → 108 (+23)
9.9% more ownership
Funds ownership: 21.78% → 31.67% (+9.9%)
25% less call options, than puts
Call options by funds: $20.7M | Put options by funds: $27.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSGL
No Street GP LP
San Francisco,
California
|
+$14.5M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$10.4M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$9.05M |
| 4 |
Two Sigma Investments
New York
|
+$5.64M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.71M |
| 2 |
Goldman Sachs
New York
|
-$2.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.93M |
| 4 |
CS
Clear Street
New York
|
-$685K |
| 5 |
APP
Alpha Paradigm Partners
Chicago,
Illinois
|
-$476K |
ASTS Hedge Fund Activity: Q4 2022 in Review
108 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in AST SpaceMobile (ASTS) for Q4 2022, worth a combined $112M — up 33% from $84.2M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ASTS positions and 15 closed out — a net gain of 23 holders — while 35 added to existing stakes and 12 trimmed.
The largest buyer was No Street GP LP, opening a new position worth an estimated $14.5M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $7.71M sold.
- 108 institutional investors held AST SpaceMobile (ASTS) as of Q4 2022, up from 85 in Q3 2022.
- Funds reported $112M of AST SpaceMobile stock for Q4 2022, up 33% quarter-over-quarter.
- 38 funds opened new AST SpaceMobile positions in Q4 2022 and 15 closed out, a net change of +23 holders.
- The largest AST SpaceMobile buyer in Q4 2022 was No Street GP LP, an estimated $14.5M added.
- The largest AST SpaceMobile seller in Q4 2022 was Point72 Asset Management, an estimated $7.71M sold.
Based on aggregated 13F filings for Q4 2022.