We are live on ! Find out more
PHIN icon

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
Axa
351
Axa
France
-$371K -8,059 Closed
SG Americas Securities
352
SG Americas Securities
New York
-$369K -8,021 Closed
WAM
353
Weiss Asset Management
Massachusetts
-$287K -6,240 Closed
PP
354
Paloma Partners
Connecticut
-$258K -5,615 Closed
ECM
355
Everence Capital Management
Indiana
-$243K -5,290 Closed
TPWM
356
Twelve Points Wealth Management
Massachusetts
-$224K -4,863 Closed
Commonwealth Equity Services
357
Commonwealth Equity Services
Massachusetts
-$204K -4,427 Closed
CFM
358
Catalyst Funds Management
Australia
-$193K -4,200 Closed
IAIM
359
International Assets Investment Management
Florida
-$70 -3,222 Closed
CM
360
Castleark Management
Illinois
-$51.3K -1,114 Closed
Allspring Global Investments
361
Allspring Global Investments
North Carolina
-$5.94K -129 Closed
DWS
362
Dynamic Wealth Strategies
California
-$6K -122 Closed
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.16K -112 Closed
MWA
364
MFA Wealth Advisors
Pennsylvania
-$3.08K -67 Closed
HIA
365
Harbor Investment Advisory
Maryland
-$2.76K -60 Closed
APC
366
Aspire Private Capital
North Carolina
-$2.27K -49 Closed
GWSG
367
GPS Wealth Strategies Group
Colorado
-$1.84K -40 Closed
CPA
368
Capital Performance Advisors
California
-$1.43K -31 Closed
ATS
369
Ashton Thomas Securities
New York
-$783 -17 Closed
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
-$783 -17 Closed
AAP
371
Arax Advisory Partners
Colorado
-$599 -13 Closed
BWP
372
Baldwin Wealth Partners
Massachusetts
-$230 -5 Closed
MFG
373
Mendota Financial Group
Wisconsin
-$231 -5 Closed
FFA
374
Frazier Financial Advisors
Ohio
-$93 -2 Closed
VWA
375
Valued Wealth Advisors
Utah
-$47 -1 Closed

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.