PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
60 hedge funds and large institutions have $45.2M invested in PHX Minerals in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
11% more funds holding
Funds holding: 54 → 60 (+6)
1.6% more ownership
Funds ownership: 36.3% → 37.9% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $48.9M → $45.2M (-$3.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$5.44M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$446K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$294K |
| 4 |
Citigroup
New York
|
+$273K |
| 5 |
Jane Street
New York
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
-$5.41M |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$205K |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$89K |
| 4 |
Renaissance Technologies
New York
|
-$89K |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$42.1K |
PHX Hedge Fund Activity: Q4 2023 in Review
60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2023, worth a combined $45.2M — down 7.6% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PHX positions and 5 closed out — a net gain of 6 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $5.44M. The largest seller was Edenbrook Capital, cutting an estimated $5.41M.
- 60 institutional investors held PHX Minerals (PHX) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $45.2M of PHX Minerals stock for Q4 2023, down 7.6% quarter-over-quarter.
- 11 funds opened new PHX Minerals positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest PHX Minerals buyer in Q4 2023 was Punch & Associates Investment Management, an estimated $5.44M added.
- The largest PHX Minerals seller in Q4 2023 was Edenbrook Capital, an estimated $5.41M sold.
Based on aggregated 13F filings for Q4 2023.