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PHX

PHX Minerals

Delisted

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

69 hedge funds and large institutions have $38.8M invested in PHX Minerals in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

10% more funds holding

Funds holding: 6369 (+6)

4.13% more ownership

Funds ownership: 60.2%64.32% (+4.1%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

65% less capital invested

Capital invested by funds: $110M → $38.8M (-$71M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.49M

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
21
Reduced
22
Closed
12
Calls
Puts
$1.49M
Net Calls
-$1.49M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$92K -$2.67K -400 -2%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$87K +$1.82K +273 +1%
EGM
28
Engineers Gate Manager
New York
$80K +$145K +21,743 New
AllianceBernstein
29
AllianceBernstein
Tennessee
$79K
BFG
30
Barber Financial Group
Kansas
$77K
Millennium Management
31
Millennium Management
New York
$76K +$138K +20,700 New
UBS Group
32
UBS Group
Switzerland
$66K -$60.7K -9,100 -34%
Citadel Advisors
33
Citadel Advisors
Florida
$66K +$121K +18,072 New
ZCM
34
Zebra Capital Management
Connecticut
$60K -$9.92K -1,488 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$55K -$5.96K -893 -6%
AWW
36
Alan W. Weber
$53K
Osaic Holdings
37
Osaic Holdings
Arizona
$49K +$89.4K +13,403 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$48K +$87.4K +13,102 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$45K +$4.49K +673 +6%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$8.67K +1,300 +12%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$45K +$75K +11,248 +569%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$41K -$36K -5,400 -33%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$39K -$22.4K -3,360 -24%
Bank of America
44
Bank of America
North Carolina
$37K -$8.73K -1,309 -12%
Citigroup
45
Citigroup
New York
$37K +$44.2K +6,629 +184%
AIG
46
American International Group
New York
$34K -$3.49K -524 -5%
Victory Capital Management
47
Victory Capital Management
Texas
$20K +$35.1K +5,266 New
Barclays
48
Barclays
United Kingdom
$19K -$70.5K -10,566 -68%
Deutsche Bank
49
Deutsche Bank
Germany
$18K -$19.6K -2,941 -38%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$17.5K +$7.43K +1,114 +31%

PHX Hedge Fund Activity: Q1 2020 in Review

69 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2020, worth a combined $38.8M — down 65% from $110M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PHX positions and 12 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Edenbrook Capital, opening a new position worth an estimated $8.41M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $3.88M sold.

  • 69 institutional investors held PHX Minerals (PHX) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $38.8M of PHX Minerals stock for Q1 2020, down 65% quarter-over-quarter.
  • 19 funds opened new PHX Minerals positions in Q1 2020 and 12 closed out, a net change of +7 holders.
  • The largest PHX Minerals buyer in Q1 2020 was Edenbrook Capital, an estimated $8.41M added.
  • The largest PHX Minerals seller in Q1 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2020.