PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
56 hedge funds and large institutions have $56.3M invested in PHX Minerals in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.
350% more call options, than puts
Call options by funds: $36K | Put options by funds: $8K
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
24% more capital invested
Capital invested by funds: $45.4M → $56.3M (+$10.9M)
4% more funds holding
Funds holding: 54 → 56 (+2)
1.71% more ownership
Funds ownership: 35.83% → 37.55% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$669K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$316K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$262K |
| 4 |
Morgan Stanley
New York
|
+$247K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$388K |
| 2 |
RC
RBF Capital
San Francisco,
California
|
-$284K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$254K |
| 4 |
Bank of New York Mellon
New York
|
-$188K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$168K |
PHX Hedge Fund Activity: Q4 2024 in Review
56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2024, worth a combined $56.3M — up 24% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHX positions and 8 closed out — a net gain of 2 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Edenbrook Capital, adding an estimated $669K. The largest seller was Punch & Associates Investment Management, cutting an estimated $388K.
- 56 institutional investors held PHX Minerals (PHX) as of Q4 2024, up from 54 in Q3 2024.
- Funds reported $56.3M of PHX Minerals stock for Q4 2024, up 24% quarter-over-quarter.
- 10 funds opened new PHX Minerals positions in Q4 2024 and 8 closed out, a net change of +2 holders.
- The largest PHX Minerals buyer in Q4 2024 was Edenbrook Capital, an estimated $669K added.
- The largest PHX Minerals seller in Q4 2024 was Punch & Associates Investment Management, an estimated $388K sold.
Based on aggregated 13F filings for Q4 2024.