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PHX

PHX Minerals

Delisted

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

56 hedge funds and large institutions have $41.4M invested in PHX Minerals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $254K | Put options by funds: $125K

5% more capital invested

Capital invested by funds: $39.6M → $41.4M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less funds holding

Funds holding: 5756 (-1)

1.86% less ownership

Funds ownership: 36.94%35.08% (-1.9%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% 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
7
Increased
18
Reduced
18
Closed
8
Calls
$254K
Puts
$125K
Net Calls
+$129K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$113K +$17.7K +5,478 +19%
JF
27
Jump Financial
Illinois
$103K -$6.45K -2,000 -6%
RA
28
RFG Advisory
Alabama
$95K +$74.8K +23,198 New
OQS
29
Occudo Quantitative Strategies
Florida
$89K -$47.1K -14,614 -35%
CSS
30
Cubist Systematic Strategies
Connecticut
$79K -$56.6K -17,568 -42%
SSA
31
Schonfeld Strategic Advisors
New York
$79K -$22.9K -7,100 -23%
Goldman Sachs
32
Goldman Sachs
New York
$76K -$79.1K -24,546 -51%
Group One Trading
33
Group One Trading
Illinois
$70K +$1.29K +400 +2%
BFG
34
Barber Financial Group
Kansas
$68K
Charles Schwab
35
Charles Schwab
California
$61K
Jane Street
36
Jane Street
New York
$55K +$55K +17,077 New
MAA
37
Mraz Amerine & Associates
California
$51K
VF
38
Virtu Financial
New York
$50K +$49.5K +15,347 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$49K +$3.81K +1,183 +8%
AWS
40
Atria Wealth Solutions
New York
$48.6K
Simplex Trading
41
Simplex Trading
Illinois
$35K +$3.38K +1,050 +11%
LPL Financial
42
LPL Financial
California
$34K +$100 +31 +0.3%
CL
43
COWA LLC
Oklahoma
$29K +$29.1K +9,030 New
FCMT
44
Founders Capital Management (Texas)
Texas
$26K +$9.67K +3,000 +60%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$23K
Lazard Asset Management
46
Lazard Asset Management
New York
$18K -$1.61K -499 -8%
UBS Group
47
UBS Group
Switzerland
$14K +$2.84K +880 +26%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$6.7K +$6.67K +2,068 New
JP Morgan Chase
49
JP Morgan Chase
New York
$5K -$21.7K -6,735 -82%
TWA
50
TCI Wealth Advisors
Arizona
$5K

PHX Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2022, worth a combined $41.4M — up 4.7% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PHX and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $791K. The largest seller was EAM Investors, exiting entirely with an estimated $1.1M sold.

  • 56 institutional investors held PHX Minerals (PHX) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $41.4M of PHX Minerals stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 7 funds opened new PHX Minerals positions in Q3 2022 and 8 closed out, a net change of -1 holder.
  • The largest PHX Minerals buyer in Q3 2022 was Morgan Stanley, an estimated $791K added.
  • The largest PHX Minerals seller in Q3 2022 was EAM Investors, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2022.