PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
75 hedge funds and large institutions have $166M invested in PHX Minerals in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
37% more capital invested
Capital invested by funds: $121M → $166M (+$45.2M)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
17% more funds holding
Funds holding: 64 → 75 (+11)
4.53% more ownership
Funds ownership: 88.14% → 92.66% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$4.34M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$2.3M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.32M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$1.08M |
| 5 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.71M |
| 2 |
DI
Dalton Investments
Las Vegas,
Nevada
|
-$2.33M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$509K |
| 4 |
LCM
Lucas Capital Management
Red Bank,
New Jersey
|
-$502K |
| 5 |
RR
Robotti Robert
|
-$281K |
PHX Hedge Fund Activity: Q1 2014 in Review
75 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2014, worth a combined $166M — up 37% from $121M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PHX positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Hodges Capital Management, opening a new position worth an estimated $4.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $3.71M sold.
- 75 institutional investors held PHX Minerals (PHX) as of Q1 2014, up from 64 in Q4 2013.
- Funds reported $166M of PHX Minerals stock for Q1 2014, up 37% quarter-over-quarter.
- 14 funds opened new PHX Minerals positions in Q1 2014 and 3 closed out, a net change of +11 holders.
- The largest PHX Minerals buyer in Q1 2014 was Hodges Capital Management, an estimated $4.34M added.
- The largest PHX Minerals seller in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2014.