AST SpaceMobile
ASTS
141 hedge funds and large institutions have $150M invested in AST SpaceMobile in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 18 closing their positions.
905% more call options, than puts
Call options by funds: $161M | Put options by funds: $16M
96% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 28
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
8% more funds holding
Funds holding: 130 → 141 (+11)
2.05% more ownership
Funds ownership: 40.12% → 42.16% (+2%)
31% less capital invested
Capital invested by funds: $218M → $150M (-$67.8M)
Top Buyers
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$16.9M |
| 2 |
NSGL
No Street GP LP
San Francisco,
California
|
+$8.39M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.44M |
| 4 |
BlackRock
New York
|
+$7.12M |
| 5 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
+$3.36M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$9.04M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$2.2M |
| 3 |
Group One Trading
Chicago,
Illinois
|
-$1.02M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$725K |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
-$417K |
ASTS Hedge Fund Activity: Q1 2024 in Review
141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AST SpaceMobile (ASTS) for Q1 2024, worth a combined $150M — down 31% from $218M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ASTS positions and 18 closed out — a net gain of 13 holders — while 55 added to existing stakes and 28 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $16.9M. The largest seller was Morgan Stanley, cutting an estimated $9.04M.
- 141 institutional investors held AST SpaceMobile (ASTS) as of Q1 2024, up from 130 in Q4 2023.
- Funds reported $150M of AST SpaceMobile stock for Q1 2024, down 31% quarter-over-quarter.
- 31 funds opened new AST SpaceMobile positions in Q1 2024 and 18 closed out, a net change of +13 holders.
- The largest AST SpaceMobile buyer in Q1 2024 was Janus Henderson Group, an estimated $16.9M added.
- The largest AST SpaceMobile seller in Q1 2024 was Morgan Stanley, an estimated $9.04M sold.
Based on aggregated 13F filings for Q1 2024.