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PHX

PHX Minerals

Delisted

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

72 hedge funds and large institutions have $173M invested in PHX Minerals in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 53.47%53.99% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

9% less funds holding

Funds holding: 7972 (-7)

17% less capital invested

Capital invested by funds: $209M → $173M (-$36.5M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
22
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$188K -$8.79K -428 -4%
AIG
52
American International Group
New York
$181K +$12.8K +621 +7%
SG Americas Securities
53
SG Americas Securities
New York
$148K +$158K +7,716 New
UBS Group
54
UBS Group
Switzerland
$147K -$248K -12,062 -61%
Legal & General Group
55
Legal & General Group
United Kingdom
$70K -$1.5K -73 -2%
TRCT
56
Tower Research Capital (TRC)
New York
$65K +$64.2K +3,125 +1,116%
Citigroup
57
Citigroup
New York
$64K -$471K -22,911 -87%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$55K
Creative Planning
59
Creative Planning
Kansas
$55K +$7.13K +347 +14%
Bank of America
60
Bank of America
North Carolina
$55K +$12.5K +607 +27%
AG
61
Advisor Group
Arizona
$48K -$6.16K -300 -11%
TWA
62
TCI Wealth Advisors
Arizona
$29K
LWCFA
63
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
AIP
64
Ameritas Investment Partners
Nebraska
$24K +$25.4K +1,238 New
ANBT
65
American National Bank & Trust
Texas
$13K
HT
66
Heritage Trust
Oklahoma
$12K +$12.3K +600 New
AIM
67
Acrospire Investment Management
Illinois
$9K -$115K -5,620 -92%
Barclays
68
Barclays
United Kingdom
$7K -$4.7K -229 -38%
GRP
69
Global Retirement Partners
California
$6K
SEI Investments
70
SEI Investments
Pennsylvania
$2K
MAM
71
Meeder Asset Management
Ohio
$1K +$575 +28 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$576 -$14.4K -702 -96%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$725K -30,791 Closed
SO
74
STRS Ohio
Ohio
-$444K -21,600 Closed
Two Sigma Investments
75
Two Sigma Investments
New York
-$317K -13,477 Closed

PHX Hedge Fund Activity: Q1 2017 in Review

72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2017, worth a combined $173M — down 17% from $209M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PHX and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Morgan Stanley, cutting an estimated $734K.

  • 72 institutional investors held PHX Minerals (PHX) as of Q1 2017, down from 79 in Q4 2016.
  • Funds reported $173M of PHX Minerals stock for Q1 2017, down 17% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q1 2017 and 9 closed out, a net change of -3 holders.
  • The largest PHX Minerals buyer in Q1 2017 was BlackRock, an estimated $22.4M added.
  • The largest PHX Minerals seller in Q1 2017 was Morgan Stanley, an estimated $734K sold.

Based on aggregated 13F filings for Q1 2017.