PHX

PHX Minerals
PHX

Overview Fund Activity
Delisted

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

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78 hedge funds and large institutions have $214M invested in PHX Minerals in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
21
Closed
4
Calls
$1.04M
Puts
$1.21M
Net Calls
-$165K
Net Calls Change
-$165K

Top Buyers

1
TI
1
Trigran Investments
Illinois
$44.7M
2
FCI
2
Financial Counselors Inc
Kansas
$1.39M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.3M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$5.6M
5
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$4.36M

Top Sellers

1
PAM
1
Panagora Asset Management
Massachusetts
$197K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.54M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
TC
4
TFS Capital
Pennsylvania
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$221K 9,550 -239 -2%
OAM
52
Oxford Asset Management
United Kingdom
$218K 9,451 +9,451 New
TA
53
Tiedemann Advisors
New York
$217K 9,400 +9,400 New
PAM
54
Panagora Asset Management
Massachusetts
$197K 8,540 -26,591 -76%
UBS Group
55
UBS Group
Switzerland
$168K 7,270 -382 -5%
PG
56
PEAK6 Group
Illinois
$110K 4,748 +4,748 New
Legal & General Group
57
Legal & General Group
United Kingdom
$83K 3,634 – –
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$67K 2,880 – –
Creative Planning
59
Creative Planning
Kansas
$58K 2,500 -347 -12%
AG
60
Advisor Group
Arizona
$57K 2,500 – –
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$35.9K 1,553 +1,523 +5,077%
TWA
62
TCI Wealth Advisors
Arizona
$35K 1,500 – –
AIM
63
Acrospire Investment Management
Illinois
$32K 1,399 +941 +205%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K 1,405 – –
CG
65
Cutler Group
California
$31K 1,384 +1,384 New
AIP
66
Ameritas Investment Partners
Nebraska
$29K 1,238 – –
PAM
67
Paradigm Asset Management
New York
$27.7K 1,200 +1,200 New
Simplex Trading
68
Simplex Trading
Illinois
$20K 872 +872 New
ANBT
69
American National Bank & Trust
Texas
$16K 700 – –
ST
70
Spot Trading
Illinois
$16K 697 +697 New
HT
71
Heritage Trust
Oklahoma
$14K 600 – –
Bank of America
72
Bank of America
North Carolina
$9K 394 -2,471 -86%
GRP
73
Global Retirement Partners
California
$7K 306 +1 +0.3%
Barclays
74
Barclays
United Kingdom
$5K 212 -159 -43%
SEI Investments
75
SEI Investments
Pennsylvania
$3K 129 – –
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