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PHX

PHX Minerals
PHX

Delisted

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

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76 hedge funds and large institutions have $226M invested in PHX Minerals in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

5% more capital invested

Capital invested by funds: $214M → $226M (+$11.6M)

1.27% more ownership

Funds ownership: 55.65% → 56.92% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 78 → 76 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
32
Reduced
14
Closed
9
Calls
$531K
Puts
–
Net Calls
+$531K
Net Calls Change
+$696K

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$867K
2
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
+$844K
3
AMI
Amica Mutual Insurance
Rhode Island
+$701K
4
CS
Credit Suisse
Switzerland
+$612K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$523K

Top Sellers

Rank Fund Capital Flow
1
DGI
Disciplined Growth Investors
Minnesota
-$438K
2
IIC
Ironwood Investment Counsel
Arizona
-$288K
3
TA
Tiedemann Advisors
New York
-$217K
4
PAM
Panagora Asset Management
Massachusetts
-$197K
5
NSAM
North Star Asset Management
Wisconsin
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$705K – – –
BCM
27
Bridgeway Capital Management
Texas
$685K +$4.44K +200 +0.7%
Deutsche Bank
28
Deutsche Bank
Germany
$674K -$34.8K -1,567 -5%
CS
29
Credit Suisse
Switzerland
$656K +$612K +27,535 New
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$605K -$53.5K -2,410 -9%
Morgan Stanley
31
Morgan Stanley
New York
$585K +$132K +5,921 +32%
PPA
32
Parametric Portfolio Associates
Washington
$576K +$61.2K +2,756 +13%
PC
33
Pecaut & Co
Iowa
$505K – – –
BFG
34
Barber Financial Group
Kansas
$500K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$446K +$3.33K +150 +0.8%
AllianceBernstein
36
AllianceBernstein
Tennessee
$440K -$17.6K -792 -4%
OAM
37
Oxford Asset Management
United Kingdom
$418K +$177K +7,956 +84%
MC
38
Menta Capital
California
$415K -$20K -900 -5%
CIS
39
Connors Investor Services
Pennsylvania
$414K – – –
Goldman Sachs
40
Goldman Sachs
New York
$412K +$52.3K +2,353 +16%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$393K – – –
WS
42
Wedbush Securities
California
$376K +$351K +15,800 New
AWW
43
Alan W. Weber
$344K – – –
Wells Fargo
44
Wells Fargo
California
$317K +$27.6K +1,242 +10%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K -$21.5K -968 -7%
Prudential Financial
46
Prudential Financial
New Jersey
$298K +$278K +12,530 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$296K +$2.04K +92 +0.7%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$281K – – –
FDS
49
First Dallas Securities
Texas
$270K +$1.13K +51 +0.5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$263K +$33.3K +1,497 +16%
1
2
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PHX Hedge Fund Activity: Q3 2017 in Review

76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2017, worth a combined $226M — up 5.4% from $214M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PHX and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 32 added.

The largest buyer was Trigran Investments, adding an estimated $867K. The largest seller was Disciplined Growth Investors, cutting an estimated $438K.

  • 76 institutional investors held PHX Minerals (PHX) as of Q3 2017, down from 78 in Q2 2017.
  • Funds reported $226M of PHX Minerals stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 7 funds opened new PHX Minerals positions in Q3 2017 and 9 closed out, a net change of -2 holders.
  • The largest PHX Minerals buyer in Q3 2017 was Trigran Investments, an estimated $867K added.
  • The largest PHX Minerals seller in Q3 2017 was Disciplined Growth Investors, an estimated $438K sold.

Based on aggregated 13F filings for Q3 2017.