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Phinia Inc

346 hedge funds and large institutions have $1.64B invested in Phinia Inc in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 95 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 44

85% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $11M

22% more capital invested

Capital invested by funds: $1.34B → $1.64B (+$300M)

11% more funds holding

Funds holding: 311346 (+35)

2.21% less ownership

Funds ownership: 94.44%92.23% (-2.2%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 118

Holders
346
Holders Change
+35
Holders Change %
+11.25%
% of All Funds
4.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
82
Increased
95
Reduced
118
Closed
44
Calls
$20.2M
Puts
$11M
Net Calls
+$9.27M
Net Calls Change
+$565K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$223M -$1.9M -58,483 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$3.35M +102,769 +2%
CCPM
3
Cooper Creek Partners Management
New York
$69.8M -$27.7M -850,052 -32%
State Street
4
State Street
Massachusetts
$60.2M +$425K +13,071 +0.8%
F
5
FIFTHDELTA
United Kingdom
$44.8M -$11.6M -356,800 -23%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$42.4M -$293K -9,001 -0.8%
First Trust Advisors
7
First Trust Advisors
Illinois
$40.3M +$34.2M +1,049,470 New
Millennium Management
8
Millennium Management
New York
$38.3M +$19.3M +593,194 +147%
Morgan Stanley
9
Morgan Stanley
New York
$37.7M -$18.1M -556,465 -36%
SAM
10
Storebrand Asset Management
Norway
$35.3M -$9.09M -279,339 -23%
Norges Bank
11
Norges Bank
Norway
$32.2M +$9.15M +281,173 +50%
LSV Asset Management
12
LSV Asset Management
Illinois
$29.8M +$204K +6,267 +0.8%
American Century Companies
13
American Century Companies
Missouri
$29.1M +$6.39M +196,367 +35%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.1M +$1.07M +32,770 +5%
Charles Schwab
15
Charles Schwab
California
$25M +$10.2M +313,772 +93%
IAM
16
Ion Asset Management
Israel
$25M +$651K +20,000 +3%
MVP
17
Medina Value Partners
California
$24.4M +$20.7M +635,982 New
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$21.4M -$466K -14,302 -3%
KA
19
Kailix Advisors
Florida
$19.7M -$893K -27,420 -5%
Harris Associates
20
Harris Associates
Illinois
$19.5M -$48.7M -1,496,266 -75%
Invesco
21
Invesco
Georgia
$19.5M +$1.13M +34,855 +7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.3M -$664K -20,402 -4%
Boston Partners
23
Boston Partners
Massachusetts
$17.4M -$366K -11,249 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$16.8M +$13.8M +424,168 +3,027%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$15M -$26.1K -802 -0.2%

PHIN Hedge Fund Activity: Q1 2024 in Review

346 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Phinia Inc (PHIN) for Q1 2024, worth a combined $1.64B — up 22% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PHIN positions and 44 closed out — a net gain of 38 holders — while 95 added to existing stakes and 118 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $34.2M. The largest seller was Pacer Advisors, exiting entirely with an estimated $71.2M sold.

  • 346 institutional investors held Phinia Inc (PHIN) as of Q1 2024, up from 311 in Q4 2023.
  • Funds reported $1.64B of Phinia Inc stock for Q1 2024, up 22% quarter-over-quarter.
  • 82 funds opened new Phinia Inc positions in Q1 2024 and 44 closed out, a net change of +38 holders.
  • The largest Phinia Inc buyer in Q1 2024 was First Trust Advisors, an estimated $34.2M added.
  • The largest Phinia Inc seller in Q1 2024 was Pacer Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2024.