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PHX

PHX Minerals

Delisted

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

62 hedge funds and large institutions have $24.5M invested in PHX Minerals in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.53% less ownership

Funds ownership: 64.32%55.8% (-8.5%)

10% less funds holding

Funds holding: 6962 (-7)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

37% less capital invested

Capital invested by funds: $38.8M → $24.5M (-$14.3M)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.07M

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
18
Reduced
23
Closed
22
Calls
$2K
Puts
$1.07M
Net Calls
-$1.07M
Net Calls Change
+$427K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
26
Winton Group
United Kingdom
$93K -$7.53K -2,015 -6%
NSAM
27
North Star Asset Management
Wisconsin
$85K -$33.9K -9,065 -22%
PP
28
Paloma Partners
Connecticut
$76K +$106K +28,338 New
JP Morgan Chase
29
JP Morgan Chase
New York
$75K -$44.9K -12,011 -30%
State Street
30
State Street
Massachusetts
$67K -$1.16M -311,114 -93%
OMC
31
Old Mission Capital
Illinois
$60K +$84.1K +22,500 New
EGM
32
Engineers Gate Manager
New York
$56K -$2.77K -742 -3%
BFG
33
Barber Financial Group
Kansas
$56K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$49K +$12.1K +3,239 +22%
PP
35
PDT Partners
New York
$46K +$63.6K +17,009 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$45K +$13.6K +3,633 +28%
ZCM
37
Zebra Capital Management
Connecticut
$42K -$2.75K -735 -5%
Osaic Holdings
38
Osaic Holdings
Arizona
$40K +$4.85K +1,297 +10%
AWW
39
Alan W. Weber
$39K
GCP
40
GSA Capital Partners
United Kingdom
$32K +$44.5K +11,913 New
TRCT
41
Tower Research Capital (TRC)
New York
$31K +$37.2K +9,955 +568%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$29K -$5.21K -1,395 -11%
Bank of America
43
Bank of America
North Carolina
$29K +$3.64K +975 +10%
Morgan Stanley
44
Morgan Stanley
New York
$29K +$35.4K +9,469 +702%
UBS Group
45
UBS Group
Switzerland
$25K -$31.4K -8,404 -47%
PAM
46
Paradigm Asset Management
New York
$17K +$23.7K +6,350 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$13.2K +$677 +181 +4%
Barclays
48
Barclays
United Kingdom
$11K -$3.54K -947 -19%
Simplex Trading
49
Simplex Trading
Illinois
$11K +$13.4K +3,582 +565%
PCM
50
Prelude Capital Management
New York
$6K +$8.86K +2,370 New

PHX Hedge Fund Activity: Q2 2020 in Review

62 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2020, worth a combined $24.5M — down 37% from $38.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PHX and 15 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Edenbrook Capital, adding an estimated $1.4M. The largest seller was BlackRock, cutting an estimated $2.78M.

  • 62 institutional investors held PHX Minerals (PHX) as of Q2 2020, down from 69 in Q1 2020.
  • Funds reported $24.5M of PHX Minerals stock for Q2 2020, down 37% quarter-over-quarter.
  • 15 funds opened new PHX Minerals positions in Q2 2020 and 22 closed out, a net change of -7 holders.
  • The largest PHX Minerals buyer in Q2 2020 was Edenbrook Capital, an estimated $1.4M added.
  • The largest PHX Minerals seller in Q2 2020 was BlackRock, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2020.