Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Phinia Inc (PHIN)

383 + 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
↑ +3
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — PHIN

Based on 388 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
388 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 — +18% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+18% 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

168 buying175 selling
Last quarter: 175 funds reduced or exited vs 168 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 58 → 61 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 24% medium ■ 28% new
187 out of 388 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.
➡️

Steady discovery — ~53 new funds/quarter

40 → 56 → 58 → 61 → 53 new funds/Q
New funds entering each quarter: 56 → 58 → 61 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 32% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Entry-cohort mix of 393 holders: 208 (53%) are 2+ year veterans, 58 entered 1–2 years ago, and 127 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
52 of 388 holders are among the 100 largest funds by AUM, controlling 68% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 168 hedge funds were net buyers of PHIN (53 opened a new position, 115 added to an existing one), while 175 reduced or exited (125 trimmed, 50 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 68% of total institutional value in PHIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 388.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: PHIN
383 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 383 385 -0.52%
13F Shares 38M 40M -6.66%
Total Value $2.80B $2.48B 13.16%
New Positions 52 61 -9
Increased Positions 113 108 +5
Closed Positions 54 42 +12
Reduced Positions 122 135 -13
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: PHIN

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Institutional Holders (2026 Q2)

383 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kestrel Investment Management Corp 7.33% 163,500 $13.5M
2 Prevatt Capital Ltd 6.79% 380,000 $31.3M
3 Banyan Capital Management, INC. 6.79% 189,567 $15.6M
4 Medina Value Partners, LLC 4.81% 298,155 $24.6M
5 ION Fund Management Ltd 2.86% 547,684 $45.1M
6 Ballast Asset Management, LP 1.37% 41,737 $3.4M
7 Engine Capital Management, LP 1.37% 170,622 $14.1M
8 Voss Capital, LP 0.93% 243,317 $20.0M
9 Heartland Advisors Inc 0.93% 252,333 $20.8M
10 Turas Capital Management LP 0.83% 21,945 $1.8M
11 Wittenberg Investment Management, INC. 0.58% 20,457 $1.7M
12 Cambria Investment Management, L.P. 0.53% 130,721 $10.8M
13 Bridgeway Capital Management, LLC 0.47% 322,014 $26.5M
14 Long Road Investment Counsel, LLC 0.45% 14,826 $1.2M
15 Watershed Asset Management, L.L.C. 0.39% 5,310 $437K
16 Bayforest Capital Ltd 0.34% 4,419 $364K
17 Steigerwald, Gordon & Koch Inc. 0.34% 41,159 $3.4M
18 MorganRosel Wealth Management, LLC 0.33% 11,795 $972K
19 Hillsdale Investment Management Inc. 0.29% 155,920 $12.8M
20 MQS Management LLC 0.29% 2,850 $235K
21 Peregrine Capital Management LLC 0.23% 87,396 $7.2M
22 Searle & CO. 0.23% 12,500 $1.0M
23 Measured Wealth Private Client Group, LLC 0.22% 11,263 $928K
24 Ancora Advisors LLC 0.21% 133,860 $11.0M
25 Globeflex Capital L P 0.18% 17,366 $1.4M
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 — 4 quarters in a row: For 4 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: 175 funds reduced or exited vs 168 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 — 68% AUM from top-100 funds: 52 of 388 holders are among the 100 largest funds by AUM, controlling 68% 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?

48% of holders stayed for 2+ years: 187 out of 388 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.

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.

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