Phunware
PHUN
20 hedge funds and large institutions have $53.6M invested in Phunware in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
26% more capital invested
Capital invested by funds: $42.7M → $53.6M (+$10.9M)
18% more funds holding
Funds holding: 17 → 20 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$4.52M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$3.08M |
| 3 |
JGC
J. Goldman & Co
New York
|
+$3.08M |
| 4 |
MSU
Mizuho Securities USA
New York
|
+$2.69M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$8.31M |
| 2 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$259K |
| 3 |
GCL
Glazer Capital LLC
New York
|
-$125K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$13.4K |
PHUN Hedge Fund Activity: Q1 2018 in Review
20 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q1 2018, worth a combined $53.6M — up 26% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PHUN positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Oxford Asset Management, opening a new position worth an estimated $4.52M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $8.31M sold.
- 20 institutional investors held Phunware (PHUN) as of Q1 2018, up from 17 in Q4 2017.
- Funds reported $53.6M of Phunware stock for Q1 2018, up 26% quarter-over-quarter.
- 4 funds opened new Phunware positions in Q1 2018 and 1 closed out, a net change of +3 holders.
- The largest Phunware buyer in Q1 2018 was Oxford Asset Management, an estimated $4.52M added.
- The largest Phunware seller in Q1 2018 was Karpus Investment Management, an estimated $8.31M sold.
Based on aggregated 13F filings for Q1 2018.