Phunware
PHUN
37 hedge funds and large institutions have $7.1M invested in Phunware in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 11 closing their positions.
1,838% more call options, than puts
Call options by funds: $155K | Put options by funds: $8K
0.01% more ownership
Funds ownership: 0.18% → 0.2% (+0.01%)
18% less funds holding
Funds holding: 45 → 37 (-8)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
27% less capital invested
Capital invested by funds: $9.76M → $7.1M (-$2.67M)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$873K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$42K |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.4K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$18.5K |
| 5 |
BlackRock
New York
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
-$2.66M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$53.2K |
| 3 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$34.9K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$26.2K |
| 5 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$25.3K |
PHUN Hedge Fund Activity: Q1 2023 in Review
37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q1 2023, worth a combined $7.1M — down 27% from $9.76M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PHUN and 3 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Vanguard Group, adding an estimated $873K. The largest seller was Kapitalo Investimentos, exiting entirely with an estimated $2.66M sold.
- 37 institutional investors held Phunware (PHUN) as of Q1 2023, down from 45 in Q4 2022.
- Funds reported $7.1M of Phunware stock for Q1 2023, down 27% quarter-over-quarter.
- 3 funds opened new Phunware positions in Q1 2023 and 11 closed out, a net change of -8 holders.
- The largest Phunware buyer in Q1 2023 was Vanguard Group, an estimated $873K added.
- The largest Phunware seller in Q1 2023 was Kapitalo Investimentos, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2023.