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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
BlackRock
1
BlackRock
New York
$308M -$11.4M -253,259 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$239M -$19.6M -435,515 -8%
Millennium Management
3
Millennium Management
New York
$87M +$70M +1,554,660 +464%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.6M +$21.5M +476,860 +36%
State Street
5
State Street
Massachusetts
$82.3M -$466K -10,354 -0.6%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$80.2M +$78.4M +1,741,353 New
First Trust Advisors
7
First Trust Advisors
Illinois
$64.8M +$5.91M +131,433 +10%
American Century Companies
8
American Century Companies
Missouri
$60M +$13.2M +294,118 +29%
VC
9
Voss Capital
Texas
$49.5M +$25.8M +573,105 +114%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$46.8M -$1.58M -35,138 -3%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$46.8M +$4.31M +95,870 +10%
Goldman Sachs
12
Goldman Sachs
New York
$37M +$5.36M +119,021 +17%
LSV Asset Management
13
LSV Asset Management
Illinois
$36.1M +$214K +4,748 +0.6%
Charles Schwab
14
Charles Schwab
California
$35.2M +$2.97K +66 +0%
Morgan Stanley
15
Morgan Stanley
New York
$33.9M -$10.4M -230,271 -24%
Norges Bank
16
Norges Bank
Norway
$30.6M -$16.9M -376,052 -36%
Invesco
17
Invesco
Georgia
$27.9M +$5.36M +119,219 +24%
MVP
18
Medina Value Partners
California
$27.9M -$2.47M -54,822 -8%
IAM
19
Ion Asset Management
Israel
$27.3M -$4.24M -94,316 -14%
JP Morgan Chase
20
JP Morgan Chase
New York
$25.6M -$2.94M -65,232 -11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$22.3M -$2.19M -48,632 -9%
Northern Trust
22
Northern Trust
Illinois
$20.6M +$7.68M +170,694 +62%
BCM
23
Bridgeway Capital Management
Texas
$19.7M +$19.2M +427,196 New
Boston Partners
24
Boston Partners
Massachusetts
$18.8M -$1.04M -23,166 -5%
AR
25
Advisory Research
Illinois
$17.1M +$2.68M +59,460 +19%