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PHX

PHX Minerals
PHX

Delisted

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

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80 hedge funds and large institutions have $130M invested in PHX Minerals in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more call options, than puts

Call options by funds: $995K | Put options by funds: $760K

7.18% more ownership

Funds ownership: 41.55% → 48.73% (+7.2%)

0% more funds holding

Funds holding: 80 → 80 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

8% less capital invested

Capital invested by funds: $142M → $130M (-$11.8M)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
36
Reduced
14
Closed
10
Calls
$995K
Puts
$760K
Net Calls
+$235K
Net Calls Change
+$1.19M

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$16.4M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$2.84M
3
NSAM
North Star Asset Management
Wisconsin
+$1.75M
4
DGI
Disciplined Growth Investors
Minnesota
+$1.17M
5
NI
Numeric Investors
Massachusetts
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
-$3.99M
2
DIA
Dean Investment Associates
Ohio
-$2.2M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.34M
4
TC
TFS Capital
Pennsylvania
-$1.3M
5
DCM
Dean Capital Management
Kansas
-$978K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$690K +$239K +13,500 +46%
Prudential Financial
27
Prudential Financial
New Jersey
$535K +$236K +13,300 +67%
Charles Schwab
28
Charles Schwab
California
$492K – – –
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$486K -$1.77K -100 -0.3%
PPA
30
Parametric Portfolio Associates
Washington
$478K +$101K +5,670 +24%
BCM
31
Bridgeway Capital Management
Texas
$462K – – –
American Century Companies
32
American Century Companies
Missouri
$461K +$506K +28,529 New
Two Sigma Investments
33
Two Sigma Investments
New York
$452K +$497K +27,988 New
LA
34
Lucus Advisors
New York
$428K +$470K +26,503 New
TA
35
Teachers Advisors
New York
$385K – – –
CIC
36
Cornercap Investment Counsel
Georgia
$376K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$350K +$10.1K +567 +3%
UBS Group
38
UBS Group
Switzerland
$341K -$75.9K -4,281 -17%
SO
39
STRS Ohio
Ohio
$334K – – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$333K -$40.5K -2,281 -10%
PAM
41
Panagora Asset Management
Massachusetts
$320K +$101K +5,705 +40%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$319K +$350K +19,717 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$312K -$22.9K -1,289 -6%
HHC
44
Hutchin Hill Capital
New York
$304K +$119K +6,700 +55%
Goldman Sachs
45
Goldman Sachs
New York
$283K +$35.2K +1,982 +13%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$267K +$1.86K +105 +0.6%
NFA
47
Nationwide Fund Advisors
Ohio
$266K – – –
CIS
48
Connors Investor Services
Pennsylvania
$257K +$282K +15,876 New
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$250K – – –
IIC
50
Ironwood Investment Counsel
Arizona
$242K – – –
1
2
3 4

PHX Hedge Fund Activity: Q3 2015 in Review

80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2015, worth a combined $130M — down 8.3% from $142M a quarter earlier.

Fund positioning in PHX was balanced in Q3 2015: 10 funds opened new positions, 10 closed out, 36 added to existing stakes and 14 trimmed.

The largest buyer was Trigran Investments, adding an estimated $16.4M. The largest seller was Hodges Capital Management, cutting an estimated $3.99M.

  • 80 institutional investors held PHX Minerals (PHX) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $130M of PHX Minerals stock for Q3 2015, down 8.3% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q3 2015 and 10 closed out, a net change of 0 holders.
  • The largest PHX Minerals buyer in Q3 2015 was Trigran Investments, an estimated $16.4M added.
  • The largest PHX Minerals seller in Q3 2015 was Hodges Capital Management, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2015.