We are live on ! Find out more
PHX

PHX Minerals

Delisted

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

47 hedge funds and large institutions have $33.1M invested in PHX Minerals in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

555% more call options, than puts

Call options by funds: $655K | Put options by funds: $100K

29% more capital invested

Capital invested by funds: $25.8M → $33.1M (+$7.36M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 4747 (0)

4.62% less ownership

Funds ownership: 36.02%31.4% (-4.6%)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
14
Reduced
12
Closed
9
Calls
$655K
Puts
$100K
Net Calls
+$555K
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
26
Occudo Quantitative Strategies
Florida
$86K +$5.91K +2,318 +9%
AG
27
Algert Global
California
$75K
SSA
28
Schonfeld Strategic Advisors
New York
$65K +$53.8K +21,100 New
BFG
29
Barber Financial Group
Kansas
$64K
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$63K -$32.1K -12,597 -38%
MAA
31
Mraz Amerine & Associates
California
$48K +$40.1K +15,756 New
AWS
32
Atria Wealth Solutions
New York
$46K +$38.2K +15,000 New
Citadel Advisors
33
Citadel Advisors
Florida
$40K -$15.9K -6,225 -32%
IFG
34
Independent Financial Group
California
$38.6K
Goldman Sachs
35
Goldman Sachs
New York
$34K -$28.1K -11,030 -50%
Group One Trading
36
Group One Trading
Illinois
$33K -$39.7K -15,570 -59%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$33K +$27.7K +10,857 New
UBS Group
38
UBS Group
Switzerland
$32K +$5.28K +2,073 +24%
LPL Financial
39
LPL Financial
California
$32K +$26.9K +10,557 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$23K -$1.78K -700 -8%
Osaic Holdings
41
Osaic Holdings
Arizona
$21K +$2.55K +1,000 +17%
TRCT
42
Tower Research Capital (TRC)
New York
$11K -$11.6K -4,560 -57%
Citigroup
43
Citigroup
New York
$7K +$5.52K +2,165 New
TWA
44
TCI Wealth Advisors
Arizona
$5K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$3K
MCC
46
Money Concepts Capital
Florida
$3K +$2.55K +1,000 New
TI
47
Trigran Investments
Illinois
-$1.92M -883,342 Closed
SM
48
SG3 Management
Puerto Rico
-$163K -75,110 Closed
Squarepoint
49
Squarepoint
New York
-$80K -37,026 Closed
GWM
50
Geneos Wealth Management
Colorado
-$36K -16,913 Closed

PHX Hedge Fund Activity: Q1 2022 in Review

47 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2022, worth a combined $33.1M — up 29% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHX positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Precept Management, opening a new position worth an estimated $701K. The largest seller was Trigran Investments, exiting entirely with an estimated $1.92M sold.

  • 47 institutional investors held PHX Minerals (PHX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $33.1M of PHX Minerals stock for Q1 2022, up 29% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest PHX Minerals buyer in Q1 2022 was Precept Management, an estimated $701K added.
  • The largest PHX Minerals seller in Q1 2022 was Trigran Investments, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.