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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
WWM
251
Wolff Wiese Magana
California
$7.91K
UB
252
UMB Bank
Missouri
$7.44K +$741 +18 +11%
SIS
253
Sound Income Strategies
Florida
$7.23K -$165 -4 -2%
JWA
254
JFS Wealth Advisors
Pennsylvania
$6.74K +$41 +1 +0.6%
SS
255
Sunbelt Securities
Texas
$6.65K
MG
256
Mather Group
Illinois
$6.42K
SAM
257
Smartleaf Asset Management
Massachusetts
$6.13K +$5.39K +131 +485%
HI
258
Harbour Investments
Wisconsin
$5.95K +$41 +1 +0.7%
LC
259
Lindbrook Capital
California
$5.79K
AGWCA
260
Annis Gardner Whiting Capital Advisors
Florida
$5.71K
CTC
261
Central Trust Company
Missouri
$5.67K -$5.64K -137 -49%
AF
262
Advisornet Financial
Minnesota
$5.67K
DP
263
Denver PWM
Colorado
$5.57K +$5.8K +141 New
VCM
264
Versant Capital Management
Arizona
$5.08K -$576 -14 -10%
Group One Trading
265
Group One Trading
Illinois
$4.92K +$5.14K +125 New
SPIA
266
Steward Partners Investment Advisory
New York
$4.68K
JFGIW
267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.41K
TPCW
268
TD Private Client Wealth
New York
$4.09K -$2.18K -53 -34%
Simplex Trading
269
Simplex Trading
Illinois
$4K +$5.14K +125 New
CH
270
Cromwell Holdings
Wyoming
$3.86K +$4.03K +98 New
PGAM
271
Princeton Global Asset Management
New Jersey
$3.38K
Jones Financial Companies
272
Jones Financial Companies
Missouri
$3.35K +$3.5K +85 New
BTI
273
Blue Trust Inc
Georgia
$3.34K +$2.76K +67 +335%
LFG
274
Larson Financial Group
Missouri
$3.23K +$206 +5 +6%
HPC
275
HM Payson & Co
Maine
$3.15K

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.