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PHX

PHX Minerals

Delisted

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

45 hedge funds and large institutions have $45.7M invested in PHX Minerals in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

85% more capital invested

Capital invested by funds: $24.7M → $45.7M (+$21M)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more funds holding

Funds holding: 4245 (+3)

2.06% more ownership

Funds ownership: 38.37%40.42% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less call options, than puts

Call options by funds: $659K | Put options by funds: $1.81M

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
7
Closed
7
Calls
$659K
Puts
$1.81M
Net Calls
-$1.15M
Net Calls Change
-$485K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$131K +$44.1K +14,518 +71%
Morgan Stanley
27
Morgan Stanley
New York
$109K +$87.4K +28,771 +5,754%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$101K +$82.6K +27,206 New
JF
29
Jump Financial
Illinois
$90K +$73.6K +24,240 New
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$88K +$46.8K +15,423 +191%
BFG
31
Barber Financial Group
Kansas
$78K
NFG
32
Next Financial Group
Texas
$74K +$60.7K +20,000 New
GWM
33
Geneos Wealth Management
Colorado
$71K
Parallax Volatility Advisers
34
Parallax Volatility Advisers
California
$58K -$71.4K -23,528 -60%
Charles Schwab
35
Charles Schwab
California
$58K +$46.9K +15,433 New
WG
36
Winton Group
United Kingdom
$57K -$7.21K -2,374 -13%
Osaic Holdings
37
Osaic Holdings
Arizona
$55K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$48K +$2.39K +787 +6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$40K
FIA
40
Foundations Investment Advisors
Arizona
$39K
JP Morgan Chase
41
JP Morgan Chase
New York
$13K +$10.6K +3,492 +8,730%
UBS Group
42
UBS Group
Switzerland
$12K
Bank of America
43
Bank of America
North Carolina
$6K -$61 -20 -1%
TWA
44
TCI Wealth Advisors
Arizona
$6K
PAM
45
Panagora Asset Management
Massachusetts
$3K -$15 -5 -0.6%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
-$274K -95,577 Closed
Simplex Trading
47
Simplex Trading
Illinois
-$59.3K -19,512 Closed
EGM
48
Engineers Gate Manager
New York
-$31K -10,962 Closed
CL
49
COWA LLC
Oklahoma
-$22K -9,030 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$11K -3,669 Closed

PHX Hedge Fund Activity: Q2 2021 in Review

45 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2021, worth a combined $45.7M — up 85% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHX positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was Edenbrook Capital, adding an estimated $5.26M. The largest seller was Trigran Investments, cutting an estimated $319K.

  • 45 institutional investors held PHX Minerals (PHX) as of Q2 2021, up from 42 in Q1 2021.
  • Funds reported $45.7M of PHX Minerals stock for Q2 2021, up 85% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q2 2021 and 7 closed out, a net change of +3 holders.
  • The largest PHX Minerals buyer in Q2 2021 was Edenbrook Capital, an estimated $5.26M added.
  • The largest PHX Minerals seller in Q2 2021 was Trigran Investments, an estimated $319K sold.

Based on aggregated 13F filings for Q2 2021.