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Phinia Inc

333 hedge funds and large institutions have $2.01B invested in Phinia Inc in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 118 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $2.31M

1.37% more ownership

Funds ownership: 98.08%99.45% (+1.4%)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

2% more capital invested

Capital invested by funds: $1.97B → $2.01B (+$43.6M)

1% less funds holding

Funds holding: 337333 (-4)

23% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 118

Holders
333
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
44
Increased
91
Reduced
118
Closed
43
Calls
$2.66M
Puts
$2.31M
Net Calls
+$352K
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
226
Global Trust Asset Management
Florida
$26.9K
EWA
227
EverSource Wealth Advisors
Alabama
$25.9K -$49 -1 -0.2%
Lazard Asset Management
228
Lazard Asset Management
New York
$25K -$414K -8,392 -94%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$23.1K +$19.4K +392 +445%
Group One Trading
230
Group One Trading
Illinois
$19.3K +$19.8K +400 New
S
231
SignatureFD
Georgia
$19.2K -$198 -4 -1%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$17.6K -$148 -3 -0.8%
MHR
233
Matthew Hamilton Rosenberg
$14.9K -$593 -12 -4%
CFD
234
Creative Financial Designs
Indiana
$14.7K +$99 +2 +0.7%
PA
235
Parallel Advisors
California
$13.5K -$2.81K -57 -17%
TC
236
Truvestments Capital
Florida
$13.5K +$49 +1 +0.4%
CTA
237
Colonial Trust Advisors
South Carolina
$13.2K -$2.96K -60 -18%
GP
238
Greenline Partners
New York
$12K +$12.3K +250 New
C
239
Covestor
United Kingdom
$12K -$2.91K -59 -19%
HCA
240
Harbor Capital Advisors
Illinois
$12K +$2.02K +41 +20%
UB
241
UMB Bank
Missouri
$11.5K
FFA
242
Farther Finance Advisors
California
$11.3K -$4.45K -90 -28%
SPIA
243
Steward Partners Investment Advisory
New York
$10.9K
WTC
244
WhitTier Trust Company
Nevada
$10.4K
OW
245
Olistico Wealth
Oklahoma
$10.2K
WWM
246
Wolff Wiese Magana
California
$9.68K
TWC
247
TD Waterhouse Canada
Ontario, Canada
$9.63K
CAL
248
Capital Analysts LLC
Pennsylvania
$9K -$3.06K -62 -26%
SIS
249
Sound Income Strategies
Florida
$8.94K +$49 +1 +0.5%
MA
250
Montag & Associates
Georgia
$8.67K -$9.88K -200 -53%

PHIN Hedge Fund Activity: Q4 2024 in Review

333 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q4 2024, worth a combined $2.01B — up 2.2% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PHIN positions and 43 closed out — a net gain of 1 holder — while 91 added to existing stakes and 118 trimmed.

The largest buyer was Millennium Management, adding an estimated $26.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $80.2M sold.

  • 333 institutional investors held Phinia Inc (PHIN) as of Q4 2024, down from 337 in Q3 2024.
  • Funds reported $2.01B of Phinia Inc stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 44 funds opened new Phinia Inc positions in Q4 2024 and 43 closed out, a net change of +1 holder.
  • The largest Phinia Inc buyer in Q4 2024 was Millennium Management, an estimated $26.4M added.
  • The largest Phinia Inc seller in Q4 2024 was Pacer Advisors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2024.