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PHX

PHX Minerals
PHX

Delisted

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

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72 hedge funds and large institutions have $173M invested in PHX Minerals in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 53.47% → 53.99% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

9% less funds holding

Funds holding: 79 → 72 (-7)

17% less capital invested

Capital invested by funds: $209M → $173M (-$36.5M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
22
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$22.4M
2
TI
Trigran Investments
Illinois
+$2.89M
3
HCM
Hodges Capital Management
Texas
+$1.49M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.01M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$466K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$734K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
3
PC
Pecaut & Co
Iowa
-$668K
4
Citigroup
Citigroup
New York
-$471K
5
SO
STRS Ohio
Ohio
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$549K – – –
Invesco
27
Invesco
Georgia
$526K -$257K -12,527 -31%
ARMT
28
Amica Retiree Medical Trust
Rhode Island
$501K – – –
PC
29
Pecaut & Co
Iowa
$430K -$668K -32,536 -59%
Morgan Stanley
30
Morgan Stanley
New York
$414K -$734K -35,730 -62%
BFG
31
Barber Financial Group
Kansas
$403K – – –
MC
32
Menta Capital
California
$383K -$41.5K -2,023 -9%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$358K +$12.6K +615 +3%
Goldman Sachs
34
Goldman Sachs
New York
$356K -$71.7K -3,491 -16%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$317K +$21 +1 +0%
CIS
36
Connors Investor Services
Pennsylvania
$305K – – –
FDS
37
First Dallas Securities
Texas
$291K -$34.9K -1,700 -12%
PPA
38
Parametric Portfolio Associates
Washington
$290K +$46.1K +2,244 +17%
IIC
39
Ironwood Investment Counsel
Arizona
$288K – – –
AWW
40
Alan W. Weber
$277K – – –
Deutsche Bank
41
Deutsche Bank
Germany
$274K -$100K -4,892 -25%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K +$29.7K +1,448 +13%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$236K – – –
Wells Fargo
44
Wells Fargo
California
$231K – – –
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$212K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$206K +$329 +16 +0.1%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$202K – – –
NFA
48
Nationwide Fund Advisors
Ohio
$200K -$29.2K -1,421 -12%
TC
49
TFS Capital
Pennsylvania
$199K +$213K +10,357 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$196K -$4.11K -200 -2%
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PHX Hedge Fund Activity: Q1 2017 in Review

72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2017, worth a combined $173M — down 17% from $209M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PHX and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Morgan Stanley, cutting an estimated $734K.

  • 72 institutional investors held PHX Minerals (PHX) as of Q1 2017, down from 79 in Q4 2016.
  • Funds reported $173M of PHX Minerals stock for Q1 2017, down 17% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q1 2017 and 9 closed out, a net change of -3 holders.
  • The largest PHX Minerals buyer in Q1 2017 was BlackRock, an estimated $22.4M added.
  • The largest PHX Minerals seller in Q1 2017 was Morgan Stanley, an estimated $734K sold.

Based on aggregated 13F filings for Q1 2017.