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Phinia Inc

337 hedge funds and large institutions have $1.97B invested in Phinia Inc in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $1.09M

21% more capital invested

Capital invested by funds: $1.63B → $1.97B (+$340M)

7.36% more ownership

Funds ownership: 90.72%98.08% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

1% less funds holding

Funds holding: 342337 (-5)

19% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 113

Holders
337
Holders Change
-5
Holders Change %
-1.46%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
50
Increased
91
Reduced
113
Closed
53
Calls
$4.76M
Puts
$1.09M
Net Calls
+$3.67M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$30K +$1.3K +29 +5%
QCG
227
Quadrant Capital Group
Ohio
$29.6K -$180 -4 -0.6%
GTAM
228
Global Trust Asset Management
Florida
$25.7K -$315 -7 -1%
EWA
229
EverSource Wealth Advisors
Alabama
$24.8K
S
230
SignatureFD
Georgia
$18.5K
MA
231
Montag & Associates
Georgia
$17.5K
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$17.1K -$90 -2 -0.5%
PA
233
Parallel Advisors
California
$15.6K -$2.79K -62 -16%
CTA
234
Colonial Trust Advisors
South Carolina
$15.4K -$675 -15 -4%
C
235
Covestor
United Kingdom
$15K +$10.9K +242 +346%
FFA
236
Farther Finance Advisors
California
$14.9K +$4.09K +91 +39%
MHR
237
Matthew Hamilton Rosenberg
$14.8K
CFD
238
Creative Financial Designs
Indiana
$14K +$45 +1 +0.3%
SAM
239
Smartleaf Asset Management
Massachusetts
$13.2K +$5.49K +122 +77%
TC
240
Truvestments Capital
Florida
$12.9K +$12.6K +280 New
CIA
241
Cape Investment Advisory
Georgia
$12.9K -$32.9K -732 -72%
UB
242
UMB Bank
Missouri
$11K +$2.25K +50 +26%
CAL
243
Capital Analysts LLC
Pennsylvania
$11K
SPIA
244
Steward Partners Investment Advisory
New York
$10.4K +$4.86K +108 +91%
WTC
245
WhitTier Trust Company
Nevada
$9.99K
OW
246
Olistico Wealth
Oklahoma
$9.76K
WWM
247
Wolff Wiese Magana
California
$9.25K
TWC
248
TD Waterhouse Canada
Ontario, Canada
$9.11K -$2.56K -57 -22%
HCA
249
Harbor Capital Advisors
Illinois
$9K +$9.13K +203 New
SIS
250
Sound Income Strategies
Florida
$8.5K +$45 +1 +0.5%

PHIN Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q3 2024, worth a combined $1.97B — up 21% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of PHIN and 50 opened new positions — a net loss of 3 holders — while 113 trimmed existing stakes and 91 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.4M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $31.8M sold.

  • 337 institutional investors held Phinia Inc (PHIN) as of Q3 2024, down from 342 in Q2 2024.
  • Funds reported $1.97B of Phinia Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 50 funds opened new Phinia Inc positions in Q3 2024 and 53 closed out, a net change of -3 holders.
  • The largest Phinia Inc buyer in Q3 2024 was Pacer Advisors, an estimated $78.4M added.
  • The largest Phinia Inc seller in Q3 2024 was FIFTHDELTA, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2024.