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PHX

PHX Minerals
PHX

Delisted

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

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87 hedge funds and large institutions have $200M invested in PHX Minerals in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

1% more funds holding

Funds holding: 86 → 87 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

9% less capital invested

Capital invested by funds: $220M → $200M (-$20.2M)

13.93% less ownership

Funds ownership: 95.26% → 81.33% (-14%)

85% less call options, than puts

Call options by funds: $72K | Put options by funds: $472K

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
29
Reduced
32
Closed
14
Calls
$72K
Puts
$472K
Net Calls
-$400K
Net Calls Change
-$400K

Top Buyers

Rank Fund Capital Flow
1
TI
Turner Investments
Pennsylvania
+$3.07M
2
DGI
Disciplined Growth Investors
Minnesota
+$2.76M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$2.37M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.12M
5
HCM
Hodges Capital Management
Texas
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
RR
Robotti Robert
-$17.1M
2
AMI
Amica Mutual Insurance
Rhode Island
-$13.3M
3
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
-$7.28M
4
Wells Fargo
Wells Fargo
California
-$2.7M
5
CIC
Cornercap Investment Counsel
Georgia
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TFS Capital
Pennsylvania
$1.13M +$325K +10,566 +39%
RA
27
Royce & Associates
New York
$961K +$455K +14,800 +85%
EI
28
EAM Investors
California
$938K – – –
U
29
UBS
Switzerland
$891K +$719K +23,372 +360%
Charles Schwab
30
Charles Schwab
California
$884K +$142K +4,600 +18%
BCM
31
Bridgeway Capital Management
Texas
$871K -$943K -30,640 -51%
MC
32
Menta Capital
California
$802K +$301K +9,800 +57%
JP Morgan Chase
33
JP Morgan Chase
New York
$790K -$1.47M -47,800 -64%
RFC
34
Russell Frank Company
Washington
$778K -$206K -6,688 -20%
RIM
35
Ranger Investment Management
Texas
$776K +$800K +26,000 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$772K +$10.6K +346 +1%
PPA
37
Parametric Portfolio Associates
Washington
$706K +$58.3K +1,896 +9%
CCMH
38
Cornerstone Capital Management Holdings
New York
$704K +$671K +21,800 +1,211%
SO
39
STRS Ohio
Ohio
$698K -$30.8K -1,000 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$644K +$319K +10,360 +93%
WCM
41
Wedge Capital Management
North Carolina
$633K -$36.9K -1,200 -5%
PAM
42
Panagora Asset Management
Massachusetts
$632K -$269K -8,748 -29%
TA
43
Teachers Advisors
New York
$607K – – –
CS
44
Credit Suisse
Switzerland
$574K -$207K -6,742 -26%
GCP
45
GSA Capital Partners
United Kingdom
$567K -$64.4K -2,092 -10%
AA
46
ALPS Advisors
Colorado
$567K +$585K +19,000 New
SIM
47
Spark Investment Management
New York
$519K +$228K +7,400 +74%
AQR Capital Management
48
AQR Capital Management
Connecticut
$519K +$535K +17,400 New
NFA
49
Nationwide Fund Advisors
Ohio
$511K -$4K -130 -0.8%
AIG
50
American International Group
New York
$480K +$84.2K +2,738 +20%
1
2
3 4 5

PHX Hedge Fund Activity: Q3 2014 in Review

87 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2014, worth a combined $200M — down 9.2% from $220M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PHX positions and 14 closed out — a net gain of 1 holder — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Turner Investments, opening a new position worth an estimated $3.07M. The largest seller was Robotti Robert, cutting an estimated $17.1M.

  • 87 institutional investors held PHX Minerals (PHX) as of Q3 2014, up from 86 in Q2 2014.
  • Funds reported $200M of PHX Minerals stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 15 funds opened new PHX Minerals positions in Q3 2014 and 14 closed out, a net change of +1 holder.
  • The largest PHX Minerals buyer in Q3 2014 was Turner Investments, an estimated $3.07M added.
  • The largest PHX Minerals seller in Q3 2014 was Robotti Robert, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2014.