Phunware
PHUN
41 hedge funds and large institutions have $4.25M invested in Phunware in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 40 → 41 (+1)
0.06% less ownership
Funds ownership: 0.37% → 0.31% (-0.06%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
51% less capital invested
Capital invested by funds: $8.61M → $4.25M (-$4.36M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$134K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$41.9K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$38.8K |
| 4 |
JP Morgan Chase
New York
|
+$11.1K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPI
Battery Partners IX
Boston,
Massachusetts
|
-$700K |
| 2 |
Two Sigma Investments
New York
|
-$169K |
| 3 |
Goldman Sachs
New York
|
-$116K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$102K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$93.4K |
PHUN Hedge Fund Activity: Q1 2020 in Review
41 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q1 2020, worth a combined $4.25M — down 51% from $8.61M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHUN positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $134K. The largest seller was Battery Partners IX, exiting entirely with an estimated $700K sold.
- 41 institutional investors held Phunware (PHUN) as of Q1 2020, up from 40 in Q4 2019.
- Funds reported $4.25M of Phunware stock for Q1 2020, down 51% quarter-over-quarter.
- 8 funds opened new Phunware positions in Q1 2020 and 6 closed out, a net change of +2 holders.
- The largest Phunware buyer in Q1 2020 was Russell Investments Group, an estimated $134K added.
- The largest Phunware seller in Q1 2020 was Battery Partners IX, an estimated $700K sold.
Based on aggregated 13F filings for Q1 2020.