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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
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$361K +$105K +2,332 +42%
GFS
177
GYL Financial Synergies
Connecticut
$360K -$40K -890 -10%
QCM
178
QRG Capital Management
Illinois
$343K +$335K +7,442 New
SOW
179
State of Wyoming
Wyoming
$340K +$49.9K +1,110 +18%
Cerity Partners
180
Cerity Partners
New York
$307K +$300K +6,675 New
AFAS
181
Acorn Financial Advisory Services
Virginia
$303K -$4.54K -101 -2%
MOACM
182
Mutual of America Capital Management
New York
$302K -$42.3K -939 -13%
Verition Fund Management
183
Verition Fund Management
Connecticut
$301K +$294K +6,545 New
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$299K +$292K +6,497 New
HSBC Holdings
185
HSBC Holdings
United Kingdom
$294K +$286K +6,365 New
SWP
186
Stratos Wealth Partners
Ohio
$293K +$286K +6,358 New
WAM
187
Weiss Asset Management
Massachusetts
$287K -$18.9M -418,986 -99%
VPIM
188
Vanguard Personalized Indexing Management
California
$272K +$33K +733 +14%
CIC
189
Cornercap Investment Counsel
Georgia
$272K -$319K -7,093 -55%
PCM
190
Prelude Capital Management
New York
$269K -$146K -3,253 -36%
PP
191
Paloma Partners
Connecticut
$258K +$253K +5,615 New
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$256K -$135 -3 -0.1%
SA
193
Sanctuary Advisors
Indiana
$256K -$373K -8,293 -64%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$254K -$131K -2,904 -34%
ECM
195
Everence Capital Management
Indiana
$243K
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$240K
Marshall Wace
197
Marshall Wace
United Kingdom
$239K -$754K -16,758 -76%
SCM
198
Shelton Capital Management
Colorado
$238K -$5.4K -120 -2%
AC
199
Aristeia Capital
Connecticut
$235K +$229K +5,097 New
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$232K

PHIN Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q3 2024, worth a combined $1.97B — up 21% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of PHIN and 50 opened new positions — a net loss of 3 holders — while 113 trimmed existing stakes and 91 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.4M. The largest seller was FIFTHDELTA, exiting entirely with an estimated $31.8M sold.

  • 337 institutional investors held Phinia Inc (PHIN) as of Q3 2024, down from 342 in Q2 2024.
  • Funds reported $1.97B of Phinia Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 50 funds opened new Phinia Inc positions in Q3 2024 and 53 closed out, a net change of -3 holders.
  • The largest Phinia Inc buyer in Q3 2024 was Pacer Advisors, an estimated $78.4M added.
  • The largest Phinia Inc seller in Q3 2024 was FIFTHDELTA, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2024.