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PHX

PHX Minerals

Delisted

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

66 hedge funds and large institutions have $127M invested in PHX Minerals in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0% more funds holding

Funds holding: 6666 (0)

0.15% less ownership

Funds ownership: 58.89%58.74% (-0.15%)

18% less capital invested

Capital invested by funds: $154M → $127M (-$27.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
24
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$315K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$299K +$18.5K +1,289 +6%
AllianceBernstein
28
AllianceBernstein
Tennessee
$280K +$11.5K +800 +4%
BFG
29
Barber Financial Group
Kansas
$274K
Prudential Financial
30
Prudential Financial
New Jersey
$260K +$285K +19,909 New
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$257K -$154K -10,757 -35%
JP Morgan Chase
32
JP Morgan Chase
New York
$232K +$10.2K +714 +4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$215K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$199K -$129 -9 -0.1%
CIS
35
Connors Investor Services
Pennsylvania
$199K +$7.16K +500 +3%
WS
36
Wedbush Securities
California
$190K
AWW
37
Alan W. Weber
$188K
Two Sigma Investments
38
Two Sigma Investments
New York
$175K -$9.61K -671 -5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$168K -$12.7K -889 -6%
ARMT
40
Amica Retiree Medical Trust
Rhode Island
$165K -$356K -24,865 -66%
LFAS
41
Level Four Advisory Services
Texas
$156K +$172K +12,000 New
Deutsche Bank
42
Deutsche Bank
Germany
$153K -$114K -7,953 -40%
UBS Group
43
UBS Group
Switzerland
$148K +$43.3K +3,024 +36%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139K +$153K +10,666 New
State Board of Administration of Florida Retirement System
45
State Board of Administration of Florida Retirement System
Florida
$137K
Barclays
46
Barclays
United Kingdom
$135K +$84.2K +5,885 +131%
AIG
47
American International Group
New York
$129K -$2.75K -192 -2%
Bank of America
48
Bank of America
North Carolina
$123K +$58.3K +4,074 +76%
MIM
49
MetLife Investment Management
New Jersey
$102K
Morgan Stanley
50
Morgan Stanley
New York
$98K -$179K -12,471 -62%

PHX Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2019, worth a combined $127M — down 18% from $154M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PHX positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Trigran Investments, adding an estimated $1.27M. The largest seller was Amica Mutual Insurance, cutting an estimated $2.24M.

  • 66 institutional investors held PHX Minerals (PHX) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $127M of PHX Minerals stock for Q2 2019, down 18% quarter-over-quarter.
  • 8 funds opened new PHX Minerals positions in Q2 2019 and 6 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q2 2019 was Trigran Investments, an estimated $1.27M added.
  • The largest PHX Minerals seller in Q2 2019 was Amica Mutual Insurance, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2019.