PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
81 hedge funds and large institutions have $132M invested in PHX Minerals in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 14 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.54% less ownership
Funds ownership: 40.9% → 40.36% (-0.54%)
2% less funds holding
Funds holding: 83 → 81 (-2)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
16% less capital invested
Capital invested by funds: $157M → $132M (-$24.7M)
27% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $1.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$3.09M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$1.61M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$897K |
| 4 |
Morgan Stanley
New York
|
+$574K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$4.02M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$1.39M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.22M |
| 4 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$869K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$643K |
PHX Hedge Fund Activity: Q1 2015 in Review
81 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2015, worth a combined $132M — down 16% from $157M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PHX and 12 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 28 added.
The largest buyer was Trigran Investments, adding an estimated $3.09M. The largest seller was Hodges Capital Management, cutting an estimated $4.02M.
- 81 institutional investors held PHX Minerals (PHX) as of Q1 2015, down from 83 in Q4 2014.
- Funds reported $132M of PHX Minerals stock for Q1 2015, down 16% quarter-over-quarter.
- 12 funds opened new PHX Minerals positions in Q1 2015 and 14 closed out, a net change of -2 holders.
- The largest PHX Minerals buyer in Q1 2015 was Trigran Investments, an estimated $3.09M added.
- The largest PHX Minerals seller in Q1 2015 was Hodges Capital Management, an estimated $4.02M sold.
Based on aggregated 13F filings for Q1 2015.