We are live on ! Find out more
PHIN icon

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
HI
251
Harbour Investments
Wisconsin
$8.37K +$1.4K +31 +21%
JWA
252
JFS Wealth Advisors
Pennsylvania
$7.92K +$45 +1 +0.6%
SS
253
Sunbelt Securities
Texas
$7.78K
MG
254
Mather Group
Illinois
$7.73K +$45 +1 +0.6%
LC
255
Lindbrook Capital
California
$7.37K +$585 +13 +9%
BIG
256
Brooklyn Investment Group
New York
$7.37K +$7.2K +160 New
AGWCA
257
Annis Gardner Whiting Capital Advisors
Florida
$6.67K
CTC
258
Central Trust Company
Missouri
$6.63K
AF
259
Advisornet Financial
Minnesota
$6.63K
AF
260
Allworth Financial
California
$6.5K -$1.71K -38 -21%
DWS
261
Dynamic Wealth Strategies
California
$6K -$3.6K -80 -40%
VCM
262
Versant Capital Management
Arizona
$5.94K
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$5.94K -$209K -4,636 -97%
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.16K
TPCW
265
TD Private Client Wealth
New York
$4.79K
BTI
266
Blue Trust Inc
Georgia
$4.68K +$1.44K +32 +37%
CH
267
Cromwell Holdings
Wyoming
$4.51K
Jones Financial Companies
268
Jones Financial Companies
Missouri
$4.13K +$135 +3 +4%
CAL
269
Capital Advisors Ltd
Ohio
$4K +$1.62K +36 +65%
PGAM
270
Princeton Global Asset Management
New Jersey
$3.96K
SFCL
271
Strengthening Families & Communities LLC
Massachusetts
$3.91K
HPC
272
HM Payson & Co
Maine
$3.82K +$135 +3 +4%
LFG
273
Larson Financial Group
Missouri
$3.79K
RTC
274
Riverview Trust Company
Washington
$3.45K
NA
275
NewEdge Advisors
Louisiana
$3.34K

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.