PHX

PHX Minerals
PHX

Overview Fund Activity
Delisted

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

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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.

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
19
Reduced
15
Closed
8
Calls
$36K
Puts
$8K
Net Calls
+$28K
Net Calls Change
+$123K

Top Buyers

1
THC
1
Truffle Hound Capital
Maryland
$1.16M
2
EC
2
Edenbrook Capital
New York
$14.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$693K
5
Morgan Stanley
5
Morgan Stanley
New York
$588K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.78M
2
RC
2
RBF Capital
California
$2.28M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$936K
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$177K 44,300 -2,750 -6%
OAM
27
Oxford Asset Management
United Kingdom
$174K 43,559 +43,559 New
SSA
28
Schonfeld Strategic Advisors
New York
$146K 36,600 +36,600 New
Bank of America
29
Bank of America
North Carolina
$143K 35,636 +4,465 +14%
YIH
30
Y-Intercept (HK)
Hong Kong
$106K 26,470 +26,470 New
PI
31
PFG Investments
New York
$97K 24,260 -622 -2%
Cerity Partners
32
Cerity Partners
New York
$92.8K 24,579 -8,943 -27%
Citadel Advisors
33
Citadel Advisors
Florida
$92.4K 23,089 +19,989 +645%
Citigroup
34
Citigroup
New York
$92.2K 23,056 +6,626 +40%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$85.5K 21,387 +21,387 New
MWM
36
Modern Wealth Management
Kansas
$84K 21,000 – –
Charles Schwab
37
Charles Schwab
California
$74.3K 18,580 – –
TWPM
38
Total Wealth Planning & Management
Florida
$72.4K 18,100 +18,100 New
Goldman Sachs
39
Goldman Sachs
New York
$66.4K 16,597 +758 +5%
JIR
40
James Investment Research
Ohio
$62K 15,500 – –
NA
41
NewEdge Advisors
Louisiana
$62K 15,500 – –
OAM
42
Oppenheimer Asset Management
New York
$58.9K 14,732 +1,304 +10%
RR
43
Robotti Robert
$57.4K 14,356 – –
MAA
44
Mraz Amerine & Associates
California
$57.2K 14,289 -190 -1%
PAS
45
Point72 Asia (Singapore)
Singapore
$53.9K 13,465 +456 +4%
Barclays
46
Barclays
United Kingdom
$39K 9,757 -1,203 -11%
UBS Group
47
UBS Group
Switzerland
$30.8K 7,700 +3,003 +64%
UIA
48
Ulland Investment Advisors
Minnesota
$8K 2,000 +1,000 +100%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$4K 1,000 – –
TRCT
50
Tower Research Capital (TRC)
New York
$2.61K 652 -630 -49%
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