Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Phinia Inc (PHIN)

381 + Investors. Track Smart Money conviction in PHIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — PHIN

Based on 383 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PHIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
383 hedge funds hold PHIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

169 buying177 selling
Last quarter: 177 funds reduced or exited vs 169 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 56 → 58 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 30% medium ■ 23% new
178 out of 383 hedge funds have held PHIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

52 → 39 → 56 → 58 → 60 new funds/Q
New funds entering each quarter: 39 → 56 → 58 → 60. A growing number of institutions are discovering PHIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 28% newcomers

■ 49% veterans ■ 23% 1-2yr ■ 28% new
Entry-cohort mix of 386 holders: 188 (49%) are 2+ year veterans, 90 entered 1–2 years ago, and 108 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
52 of 383 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in PHIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PHIN

In 2026 Q1, 169 hedge funds were net buyers of PHIN (60 opened a new position, 109 added to an existing one), while 177 reduced or exited (135 trimmed, 42 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in PHIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 383.

Hedge Fund Ownership: PHIN

How many hedge funds hold PHIN — quarterly history vs. share price
Quarterly hedge fund ownership of PHIN vs. share price

Market Analysis: PHIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHIN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Phinia Inc (PHIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PHIN has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
PHIN
+24.4%
XLY
+7.0%

PHIN outperformed XLY by +17.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
PHIN
+12.4%
XLY
+0.1%

Since the filing became public, PHIN outperformed XLY by +12.3% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PHIN
381 + Investors

Track Smart Money conviction in PHIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 381 365 4.38%
13F Shares 40M 39M 4.0%
Total Value $2.48B $2.42B 2.34%
New Positions 58 58 -
Increased Positions 108 94 +14
Closed Positions 42 38 +4
Reduced Positions 134 136 -2
Total Calls 2 3 -33.33%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: PHIN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

381 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHIN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PHIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banyan Capital Management, INC. 7.54% 255,523 $17.5M
2 Prevatt Capital Ltd 7.01% 380,000 $26.0M
3 Kestrel Investment Management Corp 6.69% 163,600 $11.2M
4 ION Fund Management Ltd 4.94% 510,000 $34.9M
5 Medina Value Partners, LLC 3.78% 263,422 $18.0M
6 Voss Capital, LP 3.34% 920,025 $63.0M
7 Engine Capital Management, LP 1.41% 170,622 $11.7M
8 Ballast Asset Management, LP 1.28% 42,147 $2.9M
9 ABS Direct Equity Fund LLC 1.05% 20,003 $1.4M
10 Heartland Advisors Inc 0.90% 257,333 $17.6M
11 Wittenberg Investment Management, INC. 0.59% 23,007 $1.6M
12 Watershed Asset Management, L.L.C. 0.46% 6,486 $444K
13 Bridgeway Capital Management, LLC 0.46% 333,697 $22.8M
14 Villanova Investment Management Co LLC 0.42% 6,055 $414K
15 Long Road Investment Counsel, LLC 0.40% 14,826 $1.0M
16 Advisory Research Inc 0.31% 37,203 $2.5M
17 Steigerwald, Gordon & Koch Inc. 0.29% 41,618 $2.8M
18 Hillsdale Investment Management Inc. 0.26% 142,110 $9.7M
19 Peregrine Capital Management LLC 0.24% 94,977 $6.5M
20 WINTON GROUP Ltd 0.21% 86,526 $5.9M
21 Searle & CO. 0.21% 12,000 $821K
22 nVerses Capital, LLC 0.20% 3,247 $222K
23 Ancora Advisors LLC 0.20% 137,754 $9.4M
24 Measured Wealth Private Client Group, LLC 0.20% 10,563 $723K
25 Knights of Columbus Asset Advisors LLC 0.19% 48,475 $3.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Phinia Inc (PHIN)

What does the Smart Money Trend signal show for PHIN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PHIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PHIN?

More sellers than buyers — 49% buying: Last quarter: 177 funds reduced or exited vs 169 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PHIN holders?

Elite ownership — 47% AUM from top-100 funds: 52 of 383 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in PHIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PHIN?

46% of holders stayed for 2+ years: 178 out of 383 hedge funds have held PHIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Phinia Inc (PHIN) following the 2026 Q1 hedge fund 13F filings?

As of today, PHIN has moved +12.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of +12.3%. Since the quarter end (March 31, 2026), PHIN has gained +24.4% vs +7.0% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →