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PHX

PHX Minerals

Delisted

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

57 hedge funds and large institutions have $39.6M invested in PHX Minerals in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

144% more call options, than puts

Call options by funds: $195K | Put options by funds: $80K

21% more funds holding

Funds holding: 4757 (+10)

19% more capital invested

Capital invested by funds: $33.1M → $39.6M (+$6.44M)

5.54% more ownership

Funds ownership: 31.4%36.94% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
24
Reduced
5
Closed
6
Calls
$195K
Puts
$80K
Net Calls
+$115K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
26
Occudo Quantitative Strategies
Florida
$128K +$48.5K +13,833 +49%
CSS
27
Cubist Systematic Strategies
Connecticut
$128K +$148K +42,097 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$121K
JF
29
Jump Financial
Illinois
$102K +$118K +33,700 New
Stifel Financial
30
Stifel Financial
Missouri
$99K +$14K +4,000 +14%
SSA
31
Schonfeld Strategic Advisors
New York
$95K +$36.5K +10,400 +49%
Walleye Capital
32
Walleye Capital
New York
$91K +$105K +30,000 New
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$90K +$103K +29,472 New
Group One Trading
34
Group One Trading
Illinois
$65K +$36.8K +10,502 +97%
BFG
35
Barber Financial Group
Kansas
$64K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$64K +$74.2K +21,144 New
Charles Schwab
37
Charles Schwab
California
$58K +$66K +18,808 New
Deutsche Bank
38
Deutsche Bank
Germany
$57K +$65.6K +18,694 New
MAA
39
Mraz Amerine & Associates
California
$48K +$28 +8 +0.1%
AWS
40
Atria Wealth Solutions
New York
$46K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$43K +$11.2K +3,196 +29%
PI
42
PEAK6 Investments
Illinois
$43K +$49.6K +14,133 New
Wolverine Trading
43
Wolverine Trading
Illinois
$43K +$50.4K +14,359 New
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$37K +$43.1K +12,290 New
LPL Financial
45
LPL Financial
California
$32K +$203 +58 +0.5%
Simplex Trading
46
Simplex Trading
Illinois
$30K +$34.8K +9,919 New
JP Morgan Chase
47
JP Morgan Chase
New York
$25K -$81.6K -23,278 -74%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$23K
Osaic Holdings
49
Osaic Holdings
Arizona
$21K
Lazard Asset Management
50
Lazard Asset Management
New York
$18K +$21.6K +6,168 New

PHX Hedge Fund Activity: Q2 2022 in Review

57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2022, worth a combined $39.6M — up 19% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PHX positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.3M. The largest seller was Precept Management, exiting entirely with an estimated $842K sold.

  • 57 institutional investors held PHX Minerals (PHX) as of Q2 2022, up from 47 in Q1 2022.
  • Funds reported $39.6M of PHX Minerals stock for Q2 2022, up 19% quarter-over-quarter.
  • 17 funds opened new PHX Minerals positions in Q2 2022 and 6 closed out, a net change of +11 holders.
  • The largest PHX Minerals buyer in Q2 2022 was Vanguard Group, an estimated $1.3M added.
  • The largest PHX Minerals seller in Q2 2022 was Precept Management, an estimated $842K sold.

Based on aggregated 13F filings for Q2 2022.