PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
86 hedge funds and large institutions have $220M invested in PHX Minerals in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $166M → $220M (+$53.8M)
15% more funds holding
Funds holding: 75 → 86 (+11)
2.6% more ownership
Funds ownership: 92.66% → 95.26% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$6.59M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$3.57M |
| 3 |
Morgan Stanley
New York
|
+$1.62M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$856K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$4.14M |
| 2 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$2.18M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.56M |
| 4 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.41M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.15M |
PHX Hedge Fund Activity: Q2 2014 in Review
86 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2014, worth a combined $220M — up 32% from $166M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PHX positions and 3 closed out — a net gain of 11 holders — while 29 added to existing stakes and 34 trimmed.
The largest buyer was Hodges Capital Management, adding an estimated $6.59M. The largest seller was Amica Mutual Insurance, cutting an estimated $4.14M.
- 86 institutional investors held PHX Minerals (PHX) as of Q2 2014, up from 75 in Q1 2014.
- Funds reported $220M of PHX Minerals stock for Q2 2014, up 32% quarter-over-quarter.
- 14 funds opened new PHX Minerals positions in Q2 2014 and 3 closed out, a net change of +11 holders.
- The largest PHX Minerals buyer in Q2 2014 was Hodges Capital Management, an estimated $6.59M added.
- The largest PHX Minerals seller in Q2 2014 was Amica Mutual Insurance, an estimated $4.14M sold.
Based on aggregated 13F filings for Q2 2014.