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PHX

PHX Minerals
PHX

Delisted

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

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79 hedge funds and large institutions have $141M invested in PHX Minerals in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 77 → 79 (+2)

0.12% more ownership

Funds ownership: 50.79% → 50.91% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $144M → $141M (-$3.3M)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
30
Closed
8
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.27M
2
TI
Trigran Investments
Illinois
+$999K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$866K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$764K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$745K

Top Sellers

Rank Fund Capital Flow
1
RR
Robotti Robert
-$669K
2
CIC
Cornercap Investment Counsel
Georgia
-$458K
3
Morgan Stanley
Morgan Stanley
New York
-$419K
4
HCM
Hodges Capital Management
Texas
-$410K
5
IRF
IBM Retirement Fund
New York
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$684K -$231K -13,763 -25%
HCM
27
Hodges Capital Management
Texas
$664K -$410K -24,441 -38%
WCM
28
Wedge Capital Management
North Carolina
$567K – – –
FDS
29
First Dallas Securities
Texas
$542K -$188K -11,199 -26%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$536K -$48.9K -2,912 -8%
Charles Schwab
31
Charles Schwab
California
$507K – – –
TA
32
Teachers Advisors
New York
$504K +$10.7K +637 +2%
PPA
33
Parametric Portfolio Associates
Washington
$489K -$79K -4,711 -14%
BCM
34
Bridgeway Capital Management
Texas
$477K – – –
SO
35
STRS Ohio
Ohio
$373K +$28.5K +1,700 +8%
PAM
36
Panagora Asset Management
Massachusetts
$367K -$204K -12,130 -36%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$352K +$2.52K +150 +0.7%
Deutsche Bank
38
Deutsche Bank
Germany
$323K -$128K -7,634 -28%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$295K – – –
Goldman Sachs
40
Goldman Sachs
New York
$282K -$18.2K -1,085 -6%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$275K – – –
ARMT
42
Amica Retiree Medical Trust
Rhode Island
$266K – – –
CIS
43
Connors Investor Services
Pennsylvania
$265K – – –
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$263K +$265K +15,771 New
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$257K – – –
IIC
46
Ironwood Investment Counsel
Arizona
$250K – – –
MC
47
Menta Capital
California
$245K +$246K +14,683 New
AWW
48
Alan W. Weber
$241K – – –
UBS Group
49
UBS Group
Switzerland
$224K -$82.9K -4,939 -27%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$208K -$101 -6 -0%
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PHX Hedge Fund Activity: Q2 2016 in Review

79 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2016, worth a combined $141M — down 2.3% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHX positions and 8 closed out — a net gain of 2 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $1.27M. The largest seller was Robotti Robert, cutting an estimated $669K.

  • 79 institutional investors held PHX Minerals (PHX) as of Q2 2016, up from 77 in Q1 2016.
  • Funds reported $141M of PHX Minerals stock for Q2 2016, down 2.3% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q2 2016 and 8 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q2 2016 was Punch & Associates Investment Management, an estimated $1.27M added.
  • The largest PHX Minerals seller in Q2 2016 was Robotti Robert, an estimated $669K sold.

Based on aggregated 13F filings for Q2 2016.