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PHX

PHX Minerals

Delisted

PHX was delisted on the 20th of June, 2025.

56 hedge funds and large institutions have $98.4M invested in PHX Minerals in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

1.22% more ownership

Funds ownership: 83.56%84.78% (+1.2%)

0% more capital invested

Capital invested by funds: $98.2M → $98.4M (+$173K)

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
25
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$379K +$103K +6,832 +34%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$355K +$12.3K +822 +3%
Charles Schwab
28
Charles Schwab
California
$350K -$145K -9,648 -28%
GC
29
Guggenheim Capital
Illinois
$293K +$33.8K +2,252 +12%
TA
30
Teachers Advisors
New York
$260K +$24.5K +1,630 +10%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$239K +$253K +16,878 New
Deutsche Bank
32
Deutsche Bank
Germany
$234K +$118K +7,882 +90%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$232K +$246K +16,398 New
IIC
34
Ironwood Investment Counsel
Arizona
$212K
Two Sigma Investments
35
Two Sigma Investments
New York
$208K +$221K +14,716 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$187K +$190K +12,660 +2,117%
U
37
UBS
Switzerland
$169K +$60.4K +4,024 +51%
MLICM
38
Metropolitan Life Insurance Company (MetLife)
New York
$167K
NFA
39
Nationwide Fund Advisors
Ohio
$154K +$7.2K +480 +5%
BA
40
BlackRock Advisors
Delaware
$133K +$4.41K +294 +3%
AIG
41
American International Group
New York
$132K -$4.02K -268 -3%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$131K +$6K +400 +4%
Bank of America
43
Bank of America
North Carolina
$59K -$136K -9,080 -68%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$49K -$4.8K -320 -8%
MCM
45
Manchester Capital Management
Vermont
$39K
TRCT
46
Tower Research Capital (TRC)
New York
$23K +$19.1K +1,272 +338%
Ameriprise
47
Ameriprise
Minnesota
$17K -$10.5K -700 -36%
Barclays
48
Barclays
United Kingdom
$16K -$13.8K -920 -45%
RA
49
Royce & Associates
New York
$14K
US Bancorp
50
US Bancorp
Minnesota
$14K

PHX Hedge Fund Activity: Q3 2013 in Review

56 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2013, worth a combined $98.4M — up 0.18% from $98.2M a quarter earlier.

Fund positioning in PHX was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 25 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $685K. The largest seller was Cibelli Mario, exiting entirely with an estimated $637K sold.

  • 56 institutional investors held PHX Minerals (PHX) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $98.4M of PHX Minerals stock for Q3 2013, up 0.18% quarter-over-quarter.
  • 3 funds opened new PHX Minerals positions in Q3 2013 and 3 closed out, a net change of 0 holders.
  • The largest PHX Minerals buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $685K added.
  • The largest PHX Minerals seller in Q3 2013 was Cibelli Mario, an estimated $637K sold.

Based on aggregated 13F filings for Q3 2013.