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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
CC
26
Covalis Capital
United Kingdom
$12.7M +$598K +12,106 +5%
N
27
Nuveen
North Carolina
$12.4M -$2.05M -41,416 -14%
Citadel Advisors
28
Citadel Advisors
Florida
$11.8M +$12.1M +245,115 New
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$11.7M +$396K +8,020 +3%
EF
30
Empowered Funds
Pennsylvania
$11.6M +$574K +11,625 +5%
BCM
31
Banyan Capital Management
Georgia
$11.5M -$170K -3,445 -1%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$11.1M +$2.14M +43,396 +23%
Principal Financial Group
33
Principal Financial Group
Iowa
$11M +$41.6K +842 +0.4%
FP
34
Foundry Partners
Minnesota
$10.3M +$2.06M +41,699 +24%
Ameriprise
35
Ameriprise
Minnesota
$10M -$605K -12,244 -6%
GAM
36
Gotham Asset Management
New York
$8.71M +$1.73M +35,062 +24%
KIM
37
Kestrel Investment Management
California
$8.63M
Victory Capital Management
38
Victory Capital Management
Texas
$8.52M -$511K -10,342 -6%
UBS Group
39
UBS Group
Switzerland
$8.34M +$4.95M +100,151 +137%
GLA
40
Great Lakes Advisors
Illinois
$8.18M -$360K -7,287 -4%
PCM
41
Peregrine Capital Management
Minnesota
$7.84M -$291K -5,888 -3%
Citigroup
42
Citigroup
New York
$7.35M -$1.75M -35,422 -19%
Holocene Advisors
43
Holocene Advisors
New York
$7.2M +$5.25M +106,378 +247%
Allianz Asset Management
44
Allianz Asset Management
Germany
$6.97M +$989K +20,019 +16%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$6.87M +$7.05M +142,712 New
AI
46
Ariel Investments
Illinois
$6.75M -$132K -2,665 -2%
BAM
47
Ballast Asset Management
Texas
$6.53M -$236K -4,788 -3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$6.39M -$378K -7,651 -5%
SAM
49
Storebrand Asset Management
Norway
$6.29M +$606K +12,278 +10%
Jane Street
50
Jane Street
New York
$6.21M +$5.16M +104,450 +426%

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.