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PHX

PHX Minerals

Delisted

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

53 hedge funds and large institutions have $46.2M invested in PHX Minerals in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $45.2M → $46.2M (+$1.07M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.69% less ownership

Funds ownership: 37.9%36.2% (-1.7%)

12% less funds holding

Funds holding: 6053 (-7)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$141K -$50.4K -16,152 -28%
Cerity Partners
27
Cerity Partners
New York
$114K +$27.9K +8,946 +36%
Bank of America
28
Bank of America
North Carolina
$113K -$3.77K -1,208 -4%
PI
29
PFG Investments
New York
$82.4K +$75.4K +24,151 New
RWM
30
Ritholtz Wealth Management
New York
$76.9K -$40.3K -12,897 -36%
MWM
31
Modern Wealth Management
Kansas
$71.6K
Charles Schwab
32
Charles Schwab
California
$63.4K
Squarepoint
33
Squarepoint
New York
$62.2K +$11.7K +3,735 +26%
Morgan Stanley
34
Morgan Stanley
New York
$56.1K -$174K -55,640 -77%
MAA
35
Mraz Amerine & Associates
California
$49.6K
RR
36
Robotti Robert
$49K -$33.6K -10,757 -43%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$38K -$2.47K -791 -7%
LPL Financial
38
LPL Financial
California
$38K +$303 +97 +0.9%
NA
39
NewEdge Advisors
Louisiana
$37.5K -$1.1K -353 -3%
JIR
40
James Investment Research
Ohio
$37.5K
XT
41
XTX Topco
Cayman Islands
$36.4K +$33.3K +10,664 New
CLG
42
Cooperman Leon G
$30.5K +$27.9K +8,950 New
FCMT
43
Founders Capital Management (Texas)
Texas
$27.3K
UBS Group
44
UBS Group
Switzerland
$17.1K -$35.8K -11,485 -70%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$12.3K -$1.56K -500 -12%
FFA
46
Farther Finance Advisors
California
$2.39K +$2.19K +701 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.09K +$1.92K +614 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.05K
MCA
49
Maryland Capital Advisors
Maryland
$1.71K
TRCT
50
Tower Research Capital (TRC)
New York
$1.39K -$1.85K -593 -59%

PHX Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2024, worth a combined $46.2M — up 2.4% from $45.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHX and 6 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $639K. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $891K sold.

  • 53 institutional investors held PHX Minerals (PHX) as of Q1 2024, down from 60 in Q4 2023.
  • Funds reported $46.2M of PHX Minerals stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q1 2024 and 13 closed out, a net change of -7 holders.
  • The largest PHX Minerals buyer in Q1 2024 was Susquehanna International Group, an estimated $639K added.
  • The largest PHX Minerals seller in Q1 2024 was Invenomic Capital Management, an estimated $891K sold.

Based on aggregated 13F filings for Q1 2024.