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Phunware

40 hedge funds and large institutions have $8.61M invested in Phunware in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

23% more capital invested

Capital invested by funds: $6.99M → $8.61M (+$1.62M)

0.12% more ownership

Funds ownership: 0.25%0.37% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 4340 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
15
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TH
1
TCTC Holdings
Texas
$1.84M +$2.14M +31,005 New
BlackRock
2
BlackRock
New York
$1.75M +$714K +10,358 +54%
FCM
3
Firsthand Capital Management
California
$813K -$13.8K -200 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$776K -$74.5K -1,081 -8%
BPI
5
Battery Partners IX
Massachusetts
$700K
Northern Trust
6
Northern Trust
Illinois
$438K -$5.45K -79 -1%
State Street
7
State Street
Massachusetts
$389K +$288K +4,182 +177%
AWE
8
Avidian Wealth Enterprises
Texas
$256K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$230K +$174K +2,518 +187%
Goldman Sachs
10
Goldman Sachs
New York
$171K -$36.5K -529 -16%
Two Sigma Investments
11
Two Sigma Investments
New York
$169K +$30.1K +436 +18%
KPW
12
Kore Private Wealth
New York
$148K +$171K +2,485 New
MML Investors Services
13
MML Investors Services
Massachusetts
$102K
Charles Schwab
14
Charles Schwab
California
$81K
CAM
15
Cresset Asset Management
Illinois
$78K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$65K
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$59K
AllianceBernstein
18
AllianceBernstein
Tennessee
$50K -$4.69K -68 -7%
Morgan Stanley
19
Morgan Stanley
New York
$49K +$44.5K +646 +345%
JP Morgan Chase
20
JP Morgan Chase
New York
$48K +$39K +566 +240%
BP
21
BBR Partners
New York
$45K
Wells Fargo
22
Wells Fargo
California
$45K
UBS Group
23
UBS Group
Switzerland
$45K +$10.6K +154 +25%
Barclays
24
Barclays
United Kingdom
$37K +$20.9K +303 +96%
ACM
25
Alpha Capital Management
Texas
$34K

PHUN Hedge Fund Activity: Q4 2019 in Review

40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q4 2019, worth a combined $8.61M — up 23% from $6.99M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PHUN and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 15 added.

The largest buyer was TCTC Holdings, opening a new position worth an estimated $2.14M. The largest seller was Jane Street, exiting entirely with an estimated $254K sold.

  • 40 institutional investors held Phunware (PHUN) as of Q4 2019, down from 43 in Q3 2019.
  • Funds reported $8.61M of Phunware stock for Q4 2019, up 23% quarter-over-quarter.
  • 4 funds opened new Phunware positions in Q4 2019 and 7 closed out, a net change of -3 holders.
  • The largest Phunware buyer in Q4 2019 was TCTC Holdings, an estimated $2.14M added.
  • The largest Phunware seller in Q4 2019 was Jane Street, an estimated $254K sold.

Based on aggregated 13F filings for Q4 2019.