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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
PS
301
Principal Securities
Iowa
$921 +$405 +9 +82%
DMBA
302
Deseret Mutual Benefit Administrators
Utah
$875
WIM
303
Westside Investment Management
California
$829 -$2.25K -50 -74%
FFO
304
Fortitude Family Office
Arizona
$783
PWMG
305
Prestige Wealth Management Group
New Jersey
$783
ATS
306
Ashton Thomas Securities
New York
$783 +$765 +17 New
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$783 +$765 +17 New
S
308
Sachetta
Massachusetts
$646
AAP
309
Arax Advisory Partners
Colorado
$599
FCA
310
FinTrust Capital Advisors
South Carolina
$553
RTL
311
Red Tortoise LLC
Georgia
$552
AWM
312
Avior Wealth Management
Nebraska
$460
KFI
313
Key Financial Inc
Pennsylvania
$460
PG
314
Proffitt & Goodson
Tennessee
$415
PWMG
315
Private Wealth Management Group
New Jersey
$369
AWM
316
Abound Wealth Management
Tennessee
$369 +$45 +1 +14%
MCM
317
Manchester Capital Management
Vermont
$369 +$225 +5 +167%
HNB
318
Huntington National Bank
Ohio
$368
SIC
319
SJS Investment Consulting
Ohio
$323
CFGS
320
Concourse Financial Group Securities
Alabama
$322
WWP
321
WR Wealth Planners
Missouri
$322 +$315 +7 New
LI
322
LRI Investments
Florida
$313
CAS
323
Coppell Advisory Solutions
Texas
$235
MFG
324
Mendota Financial Group
Wisconsin
$231 +$225 +5 New
GEA
325
Glen Eagle Advisors
New Jersey
$230