We are live on ! Find out more
PHX

PHX Minerals
PHX

Delisted

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

Back to rankings

79 hedge funds and large institutions have $209M invested in PHX Minerals in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

39% more capital invested

Capital invested by funds: $150M → $209M (+$59M)

7% more funds holding

Funds holding: 74 → 79 (+5)

1.56% more ownership

Funds ownership: 51.91% → 53.47% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
24
Reduced
26
Closed
7
Calls
$351K
Puts
–
Net Calls
+$351K
Net Calls Change
+$295K

Top Buyers

Rank Fund Capital Flow
1
AMI
Amica Mutual Insurance
Rhode Island
+$1.98M
2
TI
Trigran Investments
Illinois
+$1.63M
3
BFA
BlackRock Fund Advisors
California
+$1.61M
4
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
+$952K
5
Morgan Stanley
Morgan Stanley
New York
+$751K

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.84M
2
RA
Royce & Associates
New York
-$819K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$644K
4
HCM
Hodges Capital Management
Texas
-$415K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$745K -$17K -800 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$725K +$655K +30,791 New
Charles Schwab
28
Charles Schwab
California
$716K – – –
TA
29
Teachers Advisors
New York
$712K – – –
BCM
30
Bridgeway Capital Management
Texas
$673K – – –
PAM
31
Panagora Asset Management
Massachusetts
$656K -$289K -13,582 -33%
Citigroup
32
Citigroup
New York
$618K +$434K +20,416 +350%
ARMT
33
Amica Retiree Medical Trust
Rhode Island
$614K +$142K +6,691 +35%
Goldman Sachs
34
Goldman Sachs
New York
$519K +$113K +5,311 +32%
MC
35
Menta Capital
California
$518K -$4.25K -200 -0.9%
SO
36
STRS Ohio
Ohio
$508K – – –
BFG
37
Barber Financial Group
Kansas
$495K +$447K +21,000 New
UBS Group
38
UBS Group
Switzerland
$464K +$129K +6,078 +45%
Deutsche Bank
39
Deutsche Bank
Germany
$452K +$102K +4,809 +33%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$425K -$67.7K -3,182 -15%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$389K – – –
CIS
42
Connors Investor Services
Pennsylvania
$374K – – –
IIC
43
Ironwood Investment Counsel
Arizona
$353K – – –
AWW
44
Alan W. Weber
$340K – – –
FDS
45
First Dallas Securities
Texas
$328K -$133K -6,232 -31%
Two Sigma Investments
46
Two Sigma Investments
New York
$317K +$287K +13,477 New
PPA
47
Parametric Portfolio Associates
Washington
$302K -$346K -16,264 -56%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$288K – – –
Wells Fargo
49
Wells Fargo
California
$284K +$106K +4,963 +70%
NFA
50
Nationwide Fund Advisors
Ohio
$279K -$20.6K -969 -8%
1
2
3 4

PHX Hedge Fund Activity: Q4 2016 in Review

79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2016, worth a combined $209M — up 39% from $150M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHX positions and 7 closed out — a net gain of 6 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Amica Mutual Insurance, adding an estimated $1.98M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $1.84M sold.

  • 79 institutional investors held PHX Minerals (PHX) as of Q4 2016, up from 74 in Q3 2016.
  • Funds reported $209M of PHX Minerals stock for Q4 2016, up 39% quarter-over-quarter.
  • 13 funds opened new PHX Minerals positions in Q4 2016 and 7 closed out, a net change of +6 holders.
  • The largest PHX Minerals buyer in Q4 2016 was Amica Mutual Insurance, an estimated $1.98M added.
  • The largest PHX Minerals seller in Q4 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2016.