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Phunware

27 hedge funds and large institutions have $1.5M invested in Phunware in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 0.14%0.09% (-0.04%)

21% less funds holding

Funds holding: 3427 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

56% less capital invested

Capital invested by funds: $3.44M → $1.5M (-$1.94M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
27
Holders Change
-7
Holders Change %
-20.59%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$496K +$181K +2,942 +37%
AWE
2
Avidian Wealth Enterprises
Texas
$203K
Brown Advisory
3
Brown Advisory
Maryland
$154K +$207K +3,373 New
KPW
4
Kore Private Wealth
New York
$114K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$101K -$26.6K -433 -16%
FCM
6
Firsthand Capital Management
California
$76K
Northern Trust
7
Northern Trust
Illinois
$68K +$17.3K +281 +23%
CAM
8
Cresset Asset Management
Illinois
$60K
Bank of America
9
Bank of America
North Carolina
$58K +$4.73K +77 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$36K +$48.7K +794 New
BlackRock
11
BlackRock
New York
$18K -$1.84K -30 -7%
SWA
12
SFMG Wealth Advisors
Texas
$15K
EGM
13
Engineers Gate Manager
New York
$15K +$19.8K +322 New
CL
14
CSS LLC
Illinois
$14K
TSS
15
Two Sigma Securities
New York
$14K +$19.1K +311 New
LP
16
LMR Partners
United Kingdom
$12K -$2.7K -44 -15%
HF
17
HRT Financial
New York
$12K +$1.96K +32 +13%
UBS Group
18
UBS Group
Switzerland
$9K -$21.5K -351 -64%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$9K +$12.3K +200 New
Morgan Stanley
20
Morgan Stanley
New York
$8K -$24.1K -393 -69%
TRCT
21
Tower Research Capital (TRC)
New York
$3K -$5.71K -93 -58%
CWAF
22
Core Wealth Advisors (Florida)
Florida
$2K +$2.88K +47 New
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.95K -$135K -2,200 -98%
Wells Fargo
24
Wells Fargo
California
$1K -$21.1K -344 -93%
Millennium Management
25
Millennium Management
New York
$326 -$58.7K -957 -12%

PHUN Hedge Fund Activity: Q3 2020 in Review

27 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q3 2020, worth a combined $1.5M — down 56% from $3.44M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHUN and 6 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Brown Advisory, opening a new position worth an estimated $207K. The largest seller was TCTC Holdings, exiting entirely with an estimated $585K sold.

  • 27 institutional investors held Phunware (PHUN) as of Q3 2020, down from 34 in Q2 2020.
  • Funds reported $1.5M of Phunware stock for Q3 2020, down 56% quarter-over-quarter.
  • 6 funds opened new Phunware positions in Q3 2020 and 13 closed out, a net change of -7 holders.
  • The largest Phunware buyer in Q3 2020 was Brown Advisory, an estimated $207K added.
  • The largest Phunware seller in Q3 2020 was TCTC Holdings, an estimated $585K sold.

Based on aggregated 13F filings for Q3 2020.