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Phunware

27 hedge funds and large institutions have $4.73M invested in Phunware in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150,200% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $3K

4.32% less ownership

Funds ownership: 14.74%10.41% (-4.3%)

10% less funds holding

Funds holding: 3027 (-3)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

55% less capital invested

Capital invested by funds: $10.6M → $4.73M (-$5.87M)

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
7
Calls
$4.51M
Puts
$3K
Net Calls
+$4.51M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.11M -$133K -20,222 -5%
BlackRock
2
BlackRock
New York
$1.32M +$128K +19,424 +9%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$457K +$38.1K +5,796 +7%
Morgan Stanley
4
Morgan Stanley
New York
$261K -$159K -24,149 -34%
State Street
5
State Street
Massachusetts
$190K -$6.58K -1,000 -3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$127K -$117K -17,749 -43%
Jane Street
7
Jane Street
New York
$101K +$122K +18,473 New
Northern Trust
8
Northern Trust
Illinois
$65.3K -$24.9K -3,779 -24%
UBS Group
9
UBS Group
Switzerland
$32K +$37.3K +5,670 +3,755%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4K +$19.7K +3,000 +150%
TRCT
11
Tower Research Capital (TRC)
New York
$16.7K -$9.55K -1,452 -32%
Osaic Holdings
12
Osaic Holdings
Arizona
$8K +$6.22K +945 +185%
Wells Fargo
13
Wells Fargo
California
$5.62K -$474 -72 -7%
Barclays
14
Barclays
United Kingdom
$4.41K +$3.26K +496 +161%
Citigroup
15
Citigroup
New York
$456
Bank of America
16
Bank of America
North Carolina
$373 +$447 +68 New
GRP
17
Global Retirement Partners
California
$220
HNB
18
Huntington National Bank
Ohio
$220
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$175 -$494K -75,162 -100%
HF
20
Halpern Financial
Virginia
$165
HI
21
Harbour Investments
Wisconsin
$22
IAIM
22
International Assets Investment Management
Florida
$11 +$13 +2 New
HI
23
Hoey Investments
Pennsylvania
$6 +$7 +1 New
CA
24
CoreCap Advisors
Michigan
$5
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4

PHUN Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phunware (PHUN) for Q2 2024, worth a combined $4.73M — down 55% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PHUN and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was BlackRock, adding an estimated $128K. The largest seller was OMERS Administration Corp, exiting entirely with an estimated $1.26M sold.

  • 27 institutional investors held Phunware (PHUN) as of Q2 2024, down from 30 in Q1 2024.
  • Funds reported $4.73M of Phunware stock for Q2 2024, down 55% quarter-over-quarter.
  • 4 funds opened new Phunware positions in Q2 2024 and 7 closed out, a net change of -3 holders.
  • The largest Phunware buyer in Q2 2024 was BlackRock, an estimated $128K added.
  • The largest Phunware seller in Q2 2024 was OMERS Administration Corp, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2024.