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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$15.3M +$171K +3,804 +1%
N
27
Nuveen
North Carolina
$13.8M -$239K -5,313 -2%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$12.9M -$100K -2,229 -0.8%
ECM
29
Engine Capital Management
New York
$12.5M
CC
30
Covalis Capital
United Kingdom
$11.6M -$7.39M -164,237 -40%
BCM
31
Banyan Capital Management
Georgia
$11.1M -$101K -2,254 -0.9%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$10.8M -$2.01M -44,680 -16%
EF
33
Empowered Funds
Pennsylvania
$10.5M +$10.3M +228,196 New
Principal Financial Group
34
Principal Financial Group
Iowa
$10.5M +$109K +2,422 +1%
Ameriprise
35
Ameriprise
Minnesota
$10.2M +$1.84M +40,834 +23%
Citigroup
36
Citigroup
New York
$8.65M -$427K -9,498 -5%
Victory Capital Management
37
Victory Capital Management
Texas
$8.62M +$1.82M +40,416 +28%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$8.57M -$7.98M -177,268 -49%
GLA
39
Great Lakes Advisors
Illinois
$8.16M -$7.26M -161,438 -48%
KIM
40
Kestrel Investment Management
California
$8.13M +$477K +10,600 +6%
FP
41
Foundry Partners
Minnesota
$7.91M +$7.73M +171,864 New
PCM
42
Peregrine Capital Management
Minnesota
$7.77M -$3.35M -74,442 -31%
GAM
43
Gotham Asset Management
New York
$6.7M +$176K +3,906 +3%
AI
44
Ariel Investments
Illinois
$6.58M -$69.2K -1,537 -1%
AI
45
Atom Investors
Texas
$6.56M +$2.68M +59,515 +72%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$6.46M -$426K -9,470 -6%
BAM
47
Ballast Asset Management
Texas
$6.46M -$92.3K -2,052 -1%
Bank of America
48
Bank of America
North Carolina
$6.11M -$184K -4,081 -3%
SEI Investments
49
SEI Investments
Pennsylvania
$5.95M -$786K -17,470 -12%
AA
50
Ancora Advisors
Ohio
$5.88M -$2.42M -53,720 -30%