PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
64 hedge funds and large institutions have $121M invested in PHX Minerals in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $98.4M → $121M (+$22.6M)
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
14% more funds holding
Funds holding: 56 → 64 (+8)
3.36% more ownership
Funds ownership: 84.78% → 88.14% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$520K |
| 2 |
Morgan Stanley
New York
|
+$352K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$245K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$239K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$635K |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$266K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$220K |
| 4 |
RR
Robotti Robert
|
-$191K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$55.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $75K | +$53.4K | +3,364 | +303% |
|
52
Citigroup
New York
| $75K | +$67.2K | +4,230 | +1,839% |
|
|
MCM
53
Manchester Capital Management
Manchester,
Vermont
| $46K | – | – | – |
|
|
54
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $45K | -$220K | -13,836 | -83% |
|
|
RA
55
Royce & Associates
New York
| $17K | – | – | – |
|
56
US Bancorp
Minneapolis,
Minnesota
| $17K | – | – | – |
|
|
CCM
57
Chilton Capital Management
Houston,
Texas
| $13.4K | +$12.7K | +800 | New |
|
|
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $13K | – | – | – |
|
59
BlackRock
New York
| $9K | – | – | – |
|
60
Ameriprise
Minneapolis,
Minnesota
| $6K | -$13.8K | -870 | -71% |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| $5K | -$21.1K | -1,328 | -81% |
|
62
Invesco
Atlanta,
Georgia
| $3K | – | – | – |
|
63
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $228 | +$40.1K | +2,526 | +23% |
|
|
64
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$55.2K | -3,472 | -99% |
|
|
RFC
65
Russell Frank Company
Seattle,
Washington
| – | -$5K | -342 | Closed |
|
PHX Hedge Fund Activity: Q4 2013 in Review
64 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2013, worth a combined $121M — up 23% from $98.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PHX positions and 1 closed out — a net gain of 8 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was AlphaOne Investment Services, adding an estimated $520K. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $635K.
- 64 institutional investors held PHX Minerals (PHX) as of Q4 2013, up from 56 in Q3 2013.
- Funds reported $121M of PHX Minerals stock for Q4 2013, up 23% quarter-over-quarter.
- 9 funds opened new PHX Minerals positions in Q4 2013 and 1 closed out, a net change of +8 holders.
- The largest PHX Minerals buyer in Q4 2013 was AlphaOne Investment Services, an estimated $520K added.
- The largest PHX Minerals seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $635K sold.
Based on aggregated 13F filings for Q4 2013.