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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
C
276
Covestor
United Kingdom
$3K -$576 -14 -17%
SFCL
277
Strengthening Families & Communities LLC
Massachusetts
$3K +$41 +1 +1%
RTC
278
Riverview Trust Company
Washington
$2.95K
NA
279
NewEdge Advisors
Louisiana
$2.85K +$41 +1 +1%
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$2.81K
IAIM
281
International Assets Investment Management
Florida
$2.75K +$2.88K +70 New
WIM
282
Westside Investment Management
California
$2.68K
MWA
283
MFA Wealth Advisors
Pennsylvania
$2.64K +$2.76K +67 New
GRP
284
Global Retirement Partners
California
$2.62K -$1.98K -48 -42%
OIA
285
Optimum Investment Advisors
Illinois
$2.54K -$988 -24 -27%
ACA
286
Atlas Capital Advisors
Wyoming
$2.48K -$4.08K -99 -61%
BIA
287
Bell Investment Advisors
California
$2.48K
HIA
288
Harbor Investment Advisory
Maryland
$2.36K
SN
289
Sittner & Nelson
Oregon
$2.36K
JWM
290
Janiczek Wealth Management
Colorado
$2.32K
MA
291
MCF Advisors
Kentucky
$2.21K
GBT
292
Grove Bank & Trust
Florida
$2.01K
AA
293
AlphaMark Advisors
Kentucky
$2K
CAL
294
Capital Advisors Ltd
Ohio
$2K
APC
295
Aspire Private Capital
North Carolina
$1.93K -$782 -19 -28%
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$1.73K -$21.9K -531 -92%
AIM
297
Anchor Investment Management
South Carolina
$1.57K
GWSG
298
GPS Wealth Strategies Group
Colorado
$1.57K
CFO
299
CVA Family Office
Colorado
$1.46K
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$1.38K -$329 -8 -19%

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.