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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
Neuberger Berman Group
201
Neuberger Berman Group
New York
$231K +$226K +5,016 New
OAM
202
Oppenheimer Asset Management
New York
$230K -$41.6K -924 -16%
TPWM
203
Twelve Points Wealth Management
Massachusetts
$224K -$9.85K -219 -4%
PAM
204
Panagora Asset Management
Massachusetts
$212K +$207K +4,605 New
QC
205
Quent Capital
New York
$207K -$35.5K -790 -15%
AIP
206
Ameritas Investment Partners
Nebraska
$205K
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$204K +$199K +4,427 New
Creative Planning
208
Creative Planning
Kansas
$203K +$198K +4,403 New
IRC
209
Investors Research Corp
Georgia
$195K -$19.5K -433 -9%
CFM
210
Catalyst Funds Management
Australia
$193K +$189K +4,200 New
Osaic Holdings
211
Osaic Holdings
Arizona
$170K -$4.14K -92 -2%
TCAM
212
Turtle Creek Asset Management
Ontario, Canada
$96.7K -$85.5K -1,900 -48%
RIL
213
Rothschild Investment LLC
Illinois
$79.4K +$2.02K +45 +3%
CPBTD
214
Central Pacific Bank - Trust Division
Hawaii
$73.6K
TRCT
215
Tower Research Capital (TRC)
New York
$69.9K -$260K -5,775 -79%
KBC Group
216
KBC Group
Belgium
$69K +$22.2K +494 +49%
GI
217
GAMMA Investing
California
$64.6K +$12.2K +271 +24%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$57.6K +$2.16K +48 +4%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$52K -$2.12K -47 -4%
CM
220
Castleark Management
Illinois
$51.3K
OC
221
Oakworth Capital
Alabama
$51K -$1.62K -36 -3%
Bessemer Group
222
Bessemer Group
New Jersey
$45K +$2.65K +59 +7%
Nomura Asset Management
223
Nomura Asset Management
Japan
$41K
WT
224
Whittier Trust
California
$41K
IA
225
IFP Advisors
Florida
$33.1K -$216K -4,802 -87%

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.