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Phinia Inc
PHIN

Overview Fund Activity

345 hedge funds and large institutions have $1.6B invested in Phinia Inc in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 95 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+35
Holders Change %
+11.29%
% of All Funds
5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
82
Increased
95
Reduced
117
Closed
44
Calls
$20.2M
Puts
$11M
Net Calls
+$9.27M
Net Calls Change
+$565K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$40.3M
2
MVP
2
Medina Value Partners
California
$24.4M
3
Millennium Management
3
Millennium Management
New York
$38.3M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$16.8M
5
Charles Schwab
5
Charles Schwab
California
$25M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Harris Associates
2
Harris Associates
Illinois
$19.5M
3
CCPM
3
Cooper Creek Partners Management
New York
$69.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
276
Fernwood Investment Management
Massachusetts
$4.92K +$4.92K +128 New
SPIA
277
Steward Partners Investment Advisory
New York
$4.57K – – –
GRP
278
Global Retirement Partners
California
$4.44K -$309 -8 -7%
JFGIW
279
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.31K -$77 -2 -2%
OIA
280
Optimum Investment Advisors
Illinois
$3.4K +$38 +1 +1%
PGAM
281
Princeton Global Asset Management
New Jersey
$3.31K +$3.31K +86 New
AF
282
Allworth Financial
California
$3.19K +$231 +6 +8%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$3.1K -$10.7K -244 -77%
HPC
284
HM Payson & Co
Maine
$3.08K -$11.6K -302 -79%
C
285
Covestor
United Kingdom
$3K -$857 -24 -22%
SFCL
286
Strengthening Families & Communities LLC
Massachusetts
$3K -$821 -23 -21%
LFG
287
Larson Financial Group
Missouri
$2.94K +$38 +1 +1%
RTC
288
Riverview Trust Company
Washington
$2.88K +$2.88K +75 New
NA
289
NewEdge Advisors
Louisiana
$2.78K -$464 -12 -14%
WIM
290
Westside Investment Management
California
$2.61K -$2.31K -60 -47%
APC
291
Aspire Private Capital
North Carolina
$2.6K -$77 -2 -3%
BIA
292
Bell Investment Advisors
California
$2.42K +$615 +16 +34%
SN
293
Sittner & Nelson
Oregon
$2.31K – – –
HIA
294
Harbor Investment Advisory
Maryland
$2.31K – – –
HCM
295
Highlander Capital Management
New Jersey
$2.31K – – –
JWM
296
Janiczek Wealth Management
Colorado
$2.27K – – –
MA
297
MCF Advisors
Kentucky
$2.15K -$384 -10 -15%
AA
298
AlphaMark Advisors
Kentucky
$2K – – –
ST
299
Smithfield Trust
Pennsylvania
$2K – – –
CAL
300
Capital Advisors Ltd
Ohio
$2K +$327 +9 +20%
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12
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