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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
WIM
301
Westside Investment Management
California
$867
FFO
302
Fortitude Family Office
Arizona
$819
PWMG
303
Prestige Wealth Management Group
New Jersey
$819
RTL
304
Red Tortoise LLC
Georgia
$578
GBT
305
Grove Bank & Trust
Florida
$530 -$1.98K -40 -78%
KFI
306
Key Financial Inc
Pennsylvania
$482
PAM
307
Parvin Asset Management
South Dakota
$482 +$494 +10 New
AWM
308
Avior Wealth Management
Nebraska
$481
S
309
Sachetta
Massachusetts
$435 -$247 -5 -36%
BGAI
310
Bruce G. Allen Investments
Colorado
$434 -$593 -12 -57%
PG
311
Proffitt & Goodson
Tennessee
$434
SS
312
SBI Securities
Japan
$434 +$444 +9 New
MCM
313
Manchester Capital Management
Vermont
$386
PWMG
314
Private Wealth Management Group
New Jersey
$386
DF
315
Dunhill Financial
United Kingdom
$363 +$148 +3 +60%
CFGS
316
Concourse Financial Group Securities
Alabama
$356
AWM
317
Abound Wealth Management
Tennessee
$338 -$49 -1 -13%
SIC
318
SJS Investment Consulting
Ohio
$338
WWP
319
WR Wealth Planners
Missouri
$337
LI
320
LRI Investments
Florida
$289
GEA
321
Glen Eagle Advisors
New Jersey
$241
CFB
322
Cullen/Frost Bankers
Texas
$241 +$247 +5 New
CAS
323
Coppell Advisory Solutions
Texas
$237
B
324
Birchbrook
Maine
$201
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$193

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.