PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
56 hedge funds and large institutions have $98.4M invested in PHX Minerals in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 3 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
1.22% more ownership
Funds ownership: 83.56% → 84.78% (+1.2%)
0% more capital invested
Capital invested by funds: $98.2M → $98.4M (+$173K)
0% more funds holding
Funds holding: 56 → 56 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$685K |
| 2 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$460K |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$418K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$253K |
| 5 |
Two Sigma Advisers
New York
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Cibelli Mario
|
-$637K |
| 2 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$433K |
| 3 |
RR
Robotti Robert
|
-$233K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$214K |
| 5 |
Charles Schwab
San Francisco,
California
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
51
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $11K | – | – | – |
|
52
BlackRock
New York
| $7K | – | – | – |
|
|
RFC
53
Russell Frank Company
Seattle,
Washington
| $5K | +$3.84K | +256 | +298% |
|
54
Citigroup
New York
| $4K | -$5.22K | -348 | -60% |
|
55
Invesco
Atlanta,
Georgia
| $3K | – | – | – |
|
56
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $157 | -$2.37K | -158 | -1% |
|
|
CM
57
Cibelli Mario
| – | -$637K | -44,690 | Closed |
|
|
OAM
58
Oberweis Asset Management
Lisle,
Illinois
| – | -$433K | -30,400 | Closed |
|
|
BF
59
BOK Financial
Tulsa,
Oklahoma
| – | -$214K | -15,000 | Closed |
|
PHX Hedge Fund Activity: Q3 2013 in Review
56 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2013, worth a combined $98.4M — up 0.18% from $98.2M a quarter earlier.
Fund positioning in PHX was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 25 added to existing stakes and 13 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $685K. The largest seller was Cibelli Mario, exiting entirely with an estimated $637K sold.
- 56 institutional investors held PHX Minerals (PHX) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $98.4M of PHX Minerals stock for Q3 2013, up 0.18% quarter-over-quarter.
- 3 funds opened new PHX Minerals positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest PHX Minerals buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $685K added.
- The largest PHX Minerals seller in Q3 2013 was Cibelli Mario, an estimated $637K sold.
Based on aggregated 13F filings for Q3 2013.