PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
72 hedge funds and large institutions have $187M invested in PHX Minerals in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.
0.49% more ownership
Funds ownership: 57.55% → 58.04% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
5% less capital invested
Capital invested by funds: $197M → $187M (-$10.1M)
6% less funds holding
Funds holding: 77 → 72 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.99M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.51M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$584K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$358K |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$1.29M |
| 2 |
Bank of New York Mellon
New York
|
-$613K |
| 3 |
RA
Royce & Associates
New York
|
-$421K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$323K |
| 5 |
JP Morgan Chase
New York
|
-$238K |
PHX Hedge Fund Activity: Q1 2018 in Review
72 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2018, worth a combined $187M — down 5.1% from $197M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PHX and 2 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 22 added.
The largest buyer was Putnam Investments, opening a new position worth an estimated $1.99M. The largest seller was Amica Mutual Insurance, cutting an estimated $1.29M.
- 72 institutional investors held PHX Minerals (PHX) as of Q1 2018, down from 77 in Q4 2017.
- Funds reported $187M of PHX Minerals stock for Q1 2018, down 5.1% quarter-over-quarter.
- 2 funds opened new PHX Minerals positions in Q1 2018 and 7 closed out, a net change of -5 holders.
- The largest PHX Minerals buyer in Q1 2018 was Putnam Investments, an estimated $1.99M added.
- The largest PHX Minerals seller in Q1 2018 was Amica Mutual Insurance, an estimated $1.29M sold.
Based on aggregated 13F filings for Q1 2018.