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Phinia Inc

342 hedge funds and large institutions have $1.63B invested in Phinia Inc in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 103 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 103

0% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$4.19M)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

1% less funds holding

Funds holding: 346342 (-4)

1.51% less ownership

Funds ownership: 92.23%90.72% (-1.5%)

41% less call options, than puts

Call options by funds: $2.5M | Put options by funds: $4.26M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
4.94%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
109
Reduced
103
Closed
58
Calls
$2.5M
Puts
$4.26M
Net Calls
-$1.76M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$35K
QL
227
Quarry LP
New York
$28.5K -$3.09K -75 -9%
AAM
228
Advisors Asset Management
Colorado
$26.2K -$2.35K -57 -8%
QCG
229
Quadrant Capital Group
Ohio
$25.5K +$15.5K +376 +139%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$24.5K -$1.98K -48 -7%
EWA
231
EverSource Wealth Advisors
Alabama
$24K
GTAM
232
Global Trust Asset Management
Florida
$22.3K -$41 -1 -0.2%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$21K +$6.54K +159 +43%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$17.1K +$18.1K +440 New
S
235
SignatureFD
Georgia
$15.8K +$3.29K +80 +25%
PA
236
Parallel Advisors
California
$15.7K -$412 -10 -2%
ADEF
237
ABS Direct Equity Fund
Connecticut
$15.7K +$16.5K +400 New
MA
238
Montag & Associates
Georgia
$15K
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$14.9K -$247 -6 -2%
CTA
240
Colonial Trust Advisors
South Carolina
$13.8K +$2.47K +60 +21%
MHR
241
Matthew Hamilton Rosenberg
$12.8K
CFD
242
Creative Financial Designs
Indiana
$11.9K
TFF
243
The Family Firm
Maryland
$10.8K +$11.4K +276 New
TWC
244
TD Waterhouse Canada
Ontario, Canada
$10.2K +$1.85K +45 +21%
FFA
245
Farther Finance Advisors
California
$9.25K +$41 +1 +0.4%
CAL
246
Capital Analysts LLC
Pennsylvania
$9K
WTC
247
WhitTier Trust Company
Nevada
$8.54K
OW
248
Olistico Wealth
Oklahoma
$8.34K +$8.72K +212 New
AF
249
Allworth Financial
California
$8.03K +$3.95K +96 +116%
DWS
250
Dynamic Wealth Strategies
California
$8K

PHIN Hedge Fund Activity: Q2 2024 in Review

342 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q2 2024, worth a combined $1.63B — down 0.26% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of PHIN and 56 opened new positions — a net loss of 2 holders — while 103 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $47.3M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $69.8M sold.

  • 342 institutional investors held Phinia Inc (PHIN) as of Q2 2024, down from 346 in Q1 2024.
  • Funds reported $1.63B of Phinia Inc stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 56 funds opened new Phinia Inc positions in Q2 2024 and 58 closed out, a net change of -2 holders.
  • The largest Phinia Inc buyer in Q2 2024 was BlackRock, an estimated $47.3M added.
  • The largest Phinia Inc seller in Q2 2024 was Cooper Creek Partners Management, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2024.