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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
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18K
CA
302
Continuum Advisory
Idaho
$1.06K
TFIPS
303
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.02K
HFS
304
Hantz Financial Services
Michigan
$1K
DMBA
305
Deseret Mutual Benefit Administrators
Utah
$748 -$5.47K -133 -88%
GI
306
Gradient Investments
Minnesota
$748
PWMG
307
Prestige Wealth Management Group
New Jersey
$670
FFO
308
Fortitude Family Office
Arizona
$669
CP
309
Camelot Portfolios
Ohio
$669 +$700 +17 New
FW
310
Fairway Wealth
Ohio
$590 +$617 +15 New
S
311
Sachetta
Massachusetts
$587
AAP
312
Arax Advisory Partners
Colorado
$512 +$535 +13 New
FCA
313
FinTrust Capital Advisors
South Carolina
$473
RTL
314
Red Tortoise LLC
Georgia
$472
PS
315
Principal Securities
Iowa
$433 +$412 +10 +1,000%
KFI
316
Key Financial Inc
Pennsylvania
$394
AWM
317
Avior Wealth Management
Nebraska
$393 -$1.28K -31 -76%
PG
318
Proffitt & Goodson
Tennessee
$355 -$947 -23 -72%
BGAI
319
Bruce G. Allen Investments
Colorado
$354 -$41 -1 -10%
CFB
320
Cullen/Frost Bankers
Texas
$315 -$494 -12 -60%
PWMG
321
Private Wealth Management Group
New Jersey
$315
HNB
322
Huntington National Bank
Ohio
$314 -$700 -17 -68%
SIC
323
SJS Investment Consulting
Ohio
$276
AWM
324
Abound Wealth Management
Tennessee
$276 +$288 +7 New
CFGS
325
Concourse Financial Group Securities
Alabama
$275

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.