Phoenix Motor Ownership | Who Owns Phoenix Motor?


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Phoenix Motor Ownership Summary


Phoenix Motor is owned by 0.41% institutional investors, 54.18% insiders, and 45.41% retail investors. Geode capital management is the largest institutional shareholder, holding 0.50% of PEV shares. Fidelity Extended Market Index is the top mutual fund, with 0.17% of its assets in Phoenix Motor shares.

PEV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPhoenix Motor0.41%54.18%45.41%
SectorConsumer Cyclical Stocks 48.44%13.23%38.33%
IdeaElectric Vehicle Stocks List20.36%16.33%63.31%
IdeaEV Car Stocks List21.04%13.38%65.58%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Geode capital management173.58K0.50%$52.07K
Ubs group170.20K0.49%$51.06K
Virtu financial102.53K0.29%$31.00K
Vanguard personalized indexing management30.38K0.09%$9.12K
Two sigma investments, lp16.18K0.05%$4.85K
Vanguard group10.02K0.03%$3.01K
Tower research capital llc (trc)7.58K0.02%$2.27K
Bank of america corp /de/125.000.00%$42.00
Jpmorgan chase28.000.00%$8.00
Wells fargo & company/mn---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Virtu financial102.53K0.00%$31.00K
Vanguard personalized indexing management30.38K0.00%$9.12K
Tower research capital llc (trc)7.58K-$2.27K
Bank of america corp /de/125.00-$42.00
Two sigma investments, lp16.18K-$4.85K
Lmr partners llp---
Jpmorgan chase28.00-$8.00
Ubs group170.20K-$51.06K
Xtx topco---
Wells fargo & company/mn---

Top Buyers

HolderShares% AssetsChange
Ubs group170.20K-170.20K
Virtu financial102.53K0.00%102.53K
Geode capital management173.58K-37.57K
Vanguard personalized indexing management30.38K0.00%30.38K
Two sigma investments, lp16.18K-16.18K

Top Sellers

HolderShares% AssetsChange
Lmr partners llp---276.57K
Renaissance---34.00K
Harvest fund management---23.18K
Cubist systematic strategies---20.23K
Xtx topco---15.55K

New Positions

HolderShares% AssetsChangeValue
Virtu financial102.53K0.00%102.53K$31.00K
Vanguard personalized indexing management30.38K0.00%30.38K$9.12K
Two sigma investments, lp16.18K-16.18K$4.85K

Sold Out

HolderChange
Wells fargo & company/mn-120.00
Xtx topco-15.55K
Cubist systematic strategies-20.23K
Harvest fund management-23.18K
Renaissance-34.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20244-42.86%142,964-25.08%-136.72%3-25.00%--100.00%
Sep 30, 20247-190,82220.81%-98.71%433.33%2-33.33%
Jun 30, 20247-12.50%157,950-67.72%-14.11%3-40.00%3-
Mar 31, 20248-11.11%489,3254.33%247.36%5-28.57%350.00%
Dec 31, 2023980.00%469,037699.48%22893.58%775.00%2100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Extended Market Index80.41K0.17%-512.00
Northern Trust Extended Eq Market Idx50.95K0.14%50.95K
NT Ext Equity Mkt Idx Fd - L50.95K0.11%-
Fidelity Total Market Index37.57K0.08%-
Harvest U.S. Growth Equity Fd QDII RMB23.18K0.07%-25.84K
Fidelity Nasdaq Composite Index22.06K0.05%-
Fidelity Series Total Market Index19.43K0.04%-
NT Ext Eq Mkt Indx Fd DC Lend T412.14K0.03%12.14K
NT Ext Eq Mkt Indx Fd DC Lend T312.14K0.03%12.14K
NT Ext Eq Mkt Indx Fd DC Lending Tier 512.24K0.03%96.00

Recent Insider Transactions


DateNameRoleActivityValue
Sep 26, 2023EdisonFuture, Inc.-Sell$12.24M

Insider Transactions Trends


DateBuySell
2026 Q3--
2024 Q2--
2023 Q3-1
2023 Q1--
2022 Q4--

PEV Ownership FAQ


Who owns the most shares of Phoenix Motor?

Phoenix Motor’s largest shareholders are Geode capital management (173.58K shares, 0.50%), Ubs group (170.2K shares, 0.49%), and Virtu financial (102.53K shares, 0.29%). Together, they hold 1.28% of Phoenix Motor’s total shares outstanding.

Does Blackrock own Phoenix Motor?

BlackRock is not among the top 10 institutional shareholders of Phoenix Motor.

Who is Phoenix Motor’s biggest shareholder by percentage of total assets invested?

Virtu financial is Phoenix Motor’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 102.53K Phoenix Motor shares, valued at 31K$.

Who is the top mutual fund holder of Phoenix Motor shares?

Fidelity Extended Market Index is the top mutual fund holder of Phoenix Motor shares, with 0.17% of its total shares outstanding invested in 80.41K Phoenix Motor shares.

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