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PHX

PHX Minerals

Delisted

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

46 hedge funds and large institutions have $14M invested in PHX Minerals in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.44% less ownership

Funds ownership: 55.8%44.35% (-11%)

26% less funds holding

Funds holding: 6246 (-16)

43% less capital invested

Capital invested by funds: $24.5M → $14M (-$10.5M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $555K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 16

Holders
46
Holders Change
-16
Holders Change %
-25.81%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
10
Reduced
22
Closed
16
Calls
$4K
Puts
$555K
Net Calls
-$551K
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$22K -$6.02K -2,811 -15%
AWW
27
Alan W. Weber
$21K
Osaic Holdings
28
Osaic Holdings
Arizona
$21K
Goldman Sachs
29
Goldman Sachs
New York
$19K -$140K -65,516 -83%
State Street
30
State Street
Massachusetts
$18K -$27.2K -12,700 -51%
EGM
31
Engineers Gate Manager
New York
$17K -$19.2K -8,970 -43%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$15K
TRCT
33
Tower Research Capital (TRC)
New York
$11K -$8.66K -4,045 -35%
Simplex Trading
34
Simplex Trading
Illinois
$10K +$6.96K +3,250 +77%
PAM
35
Paradigm Asset Management
New York
$9.08K
UBS Group
36
UBS Group
Switzerland
$8K -$7.48K -3,490 -37%
Morgan Stanley
37
Morgan Stanley
New York
$6K -$13.9K -6,511 -60%
JP Morgan Chase
38
JP Morgan Chase
New York
$3K -$56.2K -26,259 -94%
Federated Hermes
39
Federated Hermes
Pennsylvania
$2K
TWA
40
TCI Wealth Advisors
Arizona
$2K
Group One Trading
41
Group One Trading
Illinois
$1K
PAM
42
Panagora Asset Management
Massachusetts
$1K
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$785 -$9.37K -4,372 -89%
Millennium Management
44
Millennium Management
New York
$69 -$110K -51,153 -51%
Marshall Wace
45
Marshall Wace
United Kingdom
-$150K -55,851 Closed
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
-$112K -41,912 Closed
NSAM
47
North Star Asset Management
Wisconsin
-$85K -31,684 Closed
PP
48
Paloma Partners
Connecticut
-$76K -28,338 Closed
OMC
49
Old Mission Capital
Illinois
-$60K -22,500 Closed
PP
50
PDT Partners
New York
-$46K -17,009 Closed

PHX Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2020, worth a combined $14M — down 43% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PHX and 0 opened new positions — a net loss of 16 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Edenbrook Capital, adding an estimated $2.09M. The largest seller was Parallax Volatility Advisers, cutting an estimated $355K.

  • 46 institutional investors held PHX Minerals (PHX) as of Q3 2020, down from 62 in Q2 2020.
  • Funds reported $14M of PHX Minerals stock for Q3 2020, down 43% quarter-over-quarter.
  • 0 funds opened new PHX Minerals positions in Q3 2020 and 16 closed out, a net change of -16 holders.
  • The largest PHX Minerals buyer in Q3 2020 was Edenbrook Capital, an estimated $2.09M added.
  • The largest PHX Minerals seller in Q3 2020 was Parallax Volatility Advisers, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2020.