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PHX

PHX Minerals

Delisted

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

40 hedge funds and large institutions have $20.2M invested in PHX Minerals in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $14M → $20.2M (+$6.2M)

5.18% less ownership

Funds ownership: 44.35%39.17% (-5.2%)

13% less funds holding

Funds holding: 4640 (-6)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

85% less call options, than puts

Call options by funds: $118K | Put options by funds: $812K

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
17
Closed
9
Calls
$118K
Puts
$812K
Net Calls
-$694K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
26
Engineers Gate Manager
New York
$28K
State Street
27
State Street
Massachusetts
$28K
Millennium Management
28
Millennium Management
New York
$27K -$66K -36,393 -76%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$24K -$544 -300 -3%
CL
30
COWA LLC
Oklahoma
$22K +$16.4K +9,030 New
TRCT
31
Tower Research Capital (TRC)
New York
$8K -$7.31K -4,031 -53%
UBS Group
32
UBS Group
Switzerland
$8K -$4.57K -2,518 -43%
Bank of America
33
Bank of America
North Carolina
$4K +$2.72K +1,500 +1,596%
Morgan Stanley
34
Morgan Stanley
New York
$3K -$5.28K -2,907 -67%
TWA
35
TCI Wealth Advisors
Arizona
$3K
Federated Hermes
36
Federated Hermes
Pennsylvania
$3K +$132 +73 +6%
PAM
37
Panagora Asset Management
Massachusetts
$2K -$294 -162 -16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1K -$26.8K -14,782 -96%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1K +$733 +404 New
DGI
40
Disciplined Growth Investors
Minnesota
-$433K -302,916 Closed
Jane Street
41
Jane Street
New York
-$51K -35,720 Closed
PPA
42
Parametric Portfolio Associates
Washington
-$30K -21,024 Closed
AWW
43
Alan W. Weber
-$21K -14,436 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$19K -13,187 Closed
PAM
45
Paradigm Asset Management
New York
-$9.08K -6,350 Closed
JP Morgan Chase
46
JP Morgan Chase
New York
-$2.96K -1,633 -98%
Group One Trading
47
Group One Trading
Illinois
-$1.81K -1,000 Closed
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
-$785 -549 Closed

PHX Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2020, worth a combined $20.2M — up 44% from $14M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PHX and 3 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 10 added.

The largest buyer was Squarepoint, adding an estimated $52.6K. The largest seller was Robotti Robert, cutting an estimated $566K.

  • 40 institutional investors held PHX Minerals (PHX) as of Q4 2020, down from 46 in Q3 2020.
  • Funds reported $20.2M of PHX Minerals stock for Q4 2020, up 44% quarter-over-quarter.
  • 3 funds opened new PHX Minerals positions in Q4 2020 and 9 closed out, a net change of -6 holders.
  • The largest PHX Minerals buyer in Q4 2020 was Squarepoint, an estimated $52.6K added.
  • The largest PHX Minerals seller in Q4 2020 was Robotti Robert, an estimated $566K sold.

Based on aggregated 13F filings for Q4 2020.