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PHX

PHX Minerals
PHX

Delisted

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

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75 hedge funds and large institutions have $166M invested in PHX Minerals in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $121M → $166M (+$45.2M)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

17% more funds holding

Funds holding: 64 → 75 (+11)

4.53% more ownership

Funds ownership: 88.14% → 92.66% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
26
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
+$4.34M
2
DGI
Disciplined Growth Investors
Minnesota
+$2.3M
3
BIT
BlackRock Institutional Trust
California
+$1.32M
4
CIC
Cornercap Investment Counsel
Georgia
+$1.08M
5
AIS
AlphaOne Investment Services
Pennsylvania
+$775K

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.71M
2
DI
Dalton Investments
Nevada
-$2.33M
3
Northern Trust
Northern Trust
Illinois
-$509K
4
LCM
Lucas Capital Management
New Jersey
-$502K
5
RR
Robotti Robert
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$841K – – –
WCM
27
Wedge Capital Management
North Carolina
$737K -$113K -5,800 -15%
Two Sigma Investments
28
Two Sigma Investments
New York
$726K +$88.9K +4,580 +16%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$670K +$595K +30,672 New
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$620K +$553K +28,500 New
AllianceBernstein
31
AllianceBernstein
Tennessee
$615K -$34.9K -1,800 -6%
Citadel Advisors
32
Citadel Advisors
Florida
$585K +$521K +26,854 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$552K – – –
Charles Schwab
34
Charles Schwab
California
$546K – – –
SO
35
STRS Ohio
Ohio
$540K – – –
American Century Companies
36
American Century Companies
Missouri
$528K +$470K +24,194 New
GC
37
Guggenheim Capital
Illinois
$525K -$13.5K -696 -3%
Goldman Sachs
38
Goldman Sachs
New York
$490K -$236K -12,144 -35%
PPA
39
Parametric Portfolio Associates
Washington
$460K +$110K +5,676 +37%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$419K -$388 -20 -0.1%
TA
41
Teachers Advisors
New York
$411K -$7.76K -400 -2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$407K +$54.4K +2,800 +18%
EGA
43
Eagle Global Advisors
Texas
$406K +$361K +18,600 New
MC
44
Menta Capital
California
$394K +$351K +18,078 New
NFA
45
Nationwide Fund Advisors
Ohio
$372K +$124K +6,384 +60%
IIC
46
Ironwood Investment Counsel
Arizona
$327K – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$320K -$12.8K -660 -4%
DI
48
Dalton Investments
Nevada
$314K -$2.33M -120,000 -89%
ProShare Advisors
49
ProShare Advisors
Maryland
$308K +$274K +14,128 New
CIS
50
Connors Investor Services
Pennsylvania
$286K – – –
1
2
3 4

PHX Hedge Fund Activity: Q1 2014 in Review

75 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2014, worth a combined $166M — up 37% from $121M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PHX positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Hodges Capital Management, opening a new position worth an estimated $4.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $3.71M sold.

  • 75 institutional investors held PHX Minerals (PHX) as of Q1 2014, up from 64 in Q4 2013.
  • Funds reported $166M of PHX Minerals stock for Q1 2014, up 37% quarter-over-quarter.
  • 14 funds opened new PHX Minerals positions in Q1 2014 and 3 closed out, a net change of +11 holders.
  • The largest PHX Minerals buyer in Q1 2014 was Hodges Capital Management, an estimated $4.34M added.
  • The largest PHX Minerals seller in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $3.71M sold.

Based on aggregated 13F filings for Q1 2014.