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Phinia Inc

342 hedge funds and large institutions have $1.63B invested in Phinia Inc in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 103 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 103

0% less capital invested

Capital invested by funds: $1.64B → $1.63B (-$4.19M)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

1% less funds holding

Funds holding: 346342 (-4)

1.51% less ownership

Funds ownership: 92.23%90.72% (-1.5%)

41% less call options, than puts

Call options by funds: $2.5M | Put options by funds: $4.26M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
4.94%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
109
Reduced
103
Closed
58
Calls
$2.5M
Puts
$4.26M
Net Calls
-$1.76M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Chicago Trust
Illinois
$347K +$101K +2,454 +39%
GFS
177
GYL Financial Synergies
Connecticut
$343K +$89.9K +2,185 +34%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$334K -$751K -18,256 -68%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$331K -$28K -681 -7%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$326K -$17.9K -434 -5%
Axa
181
Axa
France
$317K -$677K -16,457 -67%
GC
182
Guggenheim Capital
Illinois
$305K +$51.2K +1,245 +19%
CRC
183
Curi RMB Capital
Illinois
$299K +$313K +7,600 New
MOACM
184
Mutual of America Capital Management
New York
$296K -$22K -534 -7%
TRCT
185
Tower Research Capital (TRC)
New York
$287K +$196K +4,765 +188%
EI
186
Ethic Inc
New York
$279K +$292K +7,099 New
Corient Private Wealth
187
Corient Private Wealth
Florida
$269K +$52.2K +1,268 +23%
AFAS
188
Acorn Financial Advisory Services
Virginia
$263K -$4.98K -121 -2%
SOW
189
State of Wyoming
Wyoming
$247K +$259K +6,285 New
OAM
190
Oppenheimer Asset Management
New York
$233K +$243K +5,916 New
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$220K -$2.63K -64 -1%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$219K -$11.1K -269 -5%
IA
193
IFP Advisors
Florida
$217K -$4.4K -107 -2%
SCM
194
Shelton Capital Management
Colorado
$209K -$16.3K -396 -7%
QC
195
Quent Capital
New York
$208K +$1.32K +32 +0.6%
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$205K +$215K +5,213 New
VPIM
197
Vanguard Personalized Indexing Management
California
$204K +$213K +5,187 New
AI
198
Atria Investments
North Carolina
$204K +$213K +5,177 New
TPWM
199
Twelve Points Wealth Management
Massachusetts
$200K +$209K +5,082 New
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$198K

PHIN Hedge Fund Activity: Q2 2024 in Review

342 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q2 2024, worth a combined $1.63B — down 0.26% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of PHIN and 56 opened new positions — a net loss of 2 holders — while 103 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $47.3M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $69.8M sold.

  • 342 institutional investors held Phinia Inc (PHIN) as of Q2 2024, down from 346 in Q1 2024.
  • Funds reported $1.63B of Phinia Inc stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 56 funds opened new Phinia Inc positions in Q2 2024 and 58 closed out, a net change of -2 holders.
  • The largest Phinia Inc buyer in Q2 2024 was BlackRock, an estimated $47.3M added.
  • The largest Phinia Inc seller in Q2 2024 was Cooper Creek Partners Management, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2024.