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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
JWA
251
JFS Wealth Advisors
Pennsylvania
$8.32K +$49 +1 +0.6%
MG
252
Mather Group
Illinois
$8.09K
SS
253
Sunbelt Securities
Texas
$8.02K
BIG
254
Brooklyn Investment Group
New York
$8K +$296 +6 +4%
HI
255
Harbour Investments
Wisconsin
$7.83K -$938 -19 -10%
LC
256
Lindbrook Capital
California
$7.71K
AGWCA
257
Annis Gardner Whiting Capital Advisors
Florida
$6.99K
AF
258
Allworth Financial
California
$6.97K -$198 -4 -3%
CTC
259
Central Trust Company
Missouri
$6.94K
VCM
260
Versant Capital Management
Arizona
$6.17K -$49 -1 -0.8%
AF
261
Advisornet Financial
Minnesota
$5.11K -$1.88K -38 -26%
CH
262
Cromwell Holdings
Wyoming
$4.72K
GWM
263
Geneos Wealth Management
Colorado
$4.72K +$4.84K +98 New
PGAM
264
Princeton Global Asset Management
New Jersey
$4.14K
HNW
265
High Note Wealth
Minnesota
$4.05K +$4.15K +84 New
CAL
266
Capital Advisors Ltd
Ohio
$4K
SFCL
267
Strengthening Families & Communities LLC
Massachusetts
$4K
LFG
268
Larson Financial Group
Missouri
$3.99K +$49 +1 +1%
HPC
269
HM Payson & Co
Maine
$3.85K -$148 -3 -4%
FHA
270
First Horizon Advisors
Tennessee
$3.76K +$938 +19 +32%
MCM
271
MAI Capital Management
Ohio
$3.72K +$3.8K +77 New
RTC
272
Riverview Trust Company
Washington
$3.61K
BIA
273
Bell Investment Advisors
California
$3.56K +$1.04K +21 +40%
WA
274
WPG Advisers
Maryland
$3.56K +$3.65K +74 New
NA
275
NewEdge Advisors
Louisiana
$3.3K -$198 -4 -5%

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.