Phunware
PHUN
35 hedge funds and large institutions have $1.62M invested in Phunware in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 11 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
0.03% less ownership
Funds ownership: 0.17% → 0.15% (-0.03%)
13% less funds holding
Funds holding: 40 → 35 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
67% less capital invested
Capital invested by funds: $4.92M → $1.62M (-$3.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.9K |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$25.2K |
| 3 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$20.5K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$14.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$30K |
| 2 |
BlackRock
New York
|
-$23K |
| 3 |
Bank of New York Mellon
New York
|
-$22.9K |
| 4 |
VF
Virtu Financial
New York
|
-$21K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$21K |
PHUN Hedge Fund Activity: Q3 2023 in Review
35 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q3 2023, worth a combined $1.62M — down 67% from $4.92M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PHUN and 6 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $29.9K. The largest seller was Charles Schwab, exiting entirely with an estimated $30K sold.
- 35 institutional investors held Phunware (PHUN) as of Q3 2023, down from 40 in Q2 2023.
- Funds reported $1.62M of Phunware stock for Q3 2023, down 67% quarter-over-quarter.
- 6 funds opened new Phunware positions in Q3 2023 and 11 closed out, a net change of -5 holders.
- The largest Phunware buyer in Q3 2023 was Morgan Stanley, an estimated $29.9K added.
- The largest Phunware seller in Q3 2023 was Charles Schwab, an estimated $30K sold.
Based on aggregated 13F filings for Q3 2023.