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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 $189M invested in PHX Minerals in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

6% more funds holding

Funds holding: 72 → 76 (+4)

0.78% more ownership

Funds ownership: 58.04% → 58.82% (+0.78%)

1% more capital invested

Capital invested by funds: $187M → $189M (+$1.34M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
24
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$829K
2
BlackRock
BlackRock
New York
+$765K
3
PAIM
Punch & Associates Investment Management
Minnesota
+$732K
4
TI
Trigran Investments
Illinois
+$720K
5
Millennium Management
Millennium Management
New York
+$323K

Top Sellers

Rank Fund Capital Flow
1
RIM
Ranger Investment Management
Texas
-$590K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$311K
3
Prudential Financial
Prudential Financial
New Jersey
-$196K
4
PI
Putnam Investments
Massachusetts
-$184K
5
UBS Group
UBS Group
Switzerland
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$651K +$40.6K +2,026 +6%
TA
27
Teachers Advisors
New York
$565K – – –
BCM
28
Bridgeway Capital Management
Texas
$546K – – –
OAM
29
Oxford Asset Management
United Kingdom
$504K -$13.6K -677 -3%
PPA
30
Parametric Portfolio Associates
Washington
$469K +$28.3K +1,412 +6%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$461K +$4.13K +206 +0.9%
Wells Fargo
32
Wells Fargo
California
$460K -$9.56K -477 -2%
BFG
33
Barber Financial Group
Kansas
$401K – – –
CS
34
Credit Suisse
Switzerland
$396K -$18.5K -921 -4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$380K +$6.01K +300 +2%
PC
36
Pecaut & Co
Iowa
$348K – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$315K – – –
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$311K +$52K +2,597 +19%
Millennium Management
39
Millennium Management
New York
$307K +$323K +16,096 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$301K +$9.42K +470 +3%
Goldman Sachs
41
Goldman Sachs
New York
$296K -$16.8K -838 -5%
CIS
42
Connors Investor Services
Pennsylvania
$282K – – –
WS
43
Wedbush Securities
California
$278K – – –
AWW
44
Alan W. Weber
$276K – – –
Renaissance Technologies
45
Renaissance Technologies
New York
$239K +$251K +12,500 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$237K – – –
MC
47
Menta Capital
California
$234K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K -$9.04K -451 -4%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$201K – – –
AIG
50
American International Group
New York
$196K +$4.61K +230 +2%
1
2
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PHX Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2018, worth a combined $189M — up 0.71% from $187M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHX positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $829K. The largest seller was Ranger Investment Management, cutting an estimated $590K.

  • 76 institutional investors held PHX Minerals (PHX) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $189M of PHX Minerals stock for Q2 2018, up 0.71% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest PHX Minerals buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $829K added.
  • The largest PHX Minerals seller in Q2 2018 was Ranger Investment Management, an estimated $590K sold.

Based on aggregated 13F filings for Q2 2018.