PHX

PHX Minerals
PHX

Overview Fund Activity
Delisted

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

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76 hedge funds and large institutions have $226M invested in PHX Minerals in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
32
Reduced
14
Closed
9
Calls
$531K
Puts
–
Net Calls
+$531K
Net Calls Change
+$696K

Top Buyers

1
TI
1
Trigran Investments
Illinois
$46.9M
2
APFBOT
2
Amica Pension Fund Board of Trustees
Rhode Island
$5.39M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$6.52M
4
CS
4
Credit Suisse
Switzerland
$656K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.56M

Top Sellers

1
DGI
1
Disciplined Growth Investors
Minnesota
$8.21M
2
IIC
2
Ironwood Investment Counsel
Arizona
$0
3
TA
3
Tiedemann Advisors
New York
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
NSAM
5
North Star Asset Management
Wisconsin
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$253K 10,651 – –
AIG
52
American International Group
New York
$251K 10,529 +787 +8%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$250K 10,520 – –
NFA
54
Nationwide Fund Advisors
Ohio
$248K 10,423 – –
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$226K 9,500 +9,500 New
UBS Group
56
UBS Group
Switzerland
$182K 7,644 +374 +5%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$178K 7,132 +7,132 New
Legal & General Group
58
Legal & General Group
United Kingdom
$102K 4,244 +610 +17%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$69K 2,880 – –
AG
60
Advisor Group
Arizona
$59K 2,500 – –
TRCT
61
Tower Research Capital (TRC)
New York
$50K 2,096 +2,096 New
CG
62
Cutler Group
California
$40K 1,700 +316 +23%
TWA
63
TCI Wealth Advisors
Arizona
$36K 1,500 – –
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$33.6K 1,411 -142 -9%
LWCFA
65
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K 1,405 – –
HT
66
Heritage Trust
Oklahoma
$29K 1,213 +613 +102%
Bank of America
67
Bank of America
North Carolina
$29K 1,221 +827 +210%
PAM
68
Paradigm Asset Management
New York
$28.6K 1,200 – –
AIP
69
Ameritas Investment Partners
Nebraska
$26K 1,238 – –
ANBT
70
American National Bank & Trust
Texas
$17K 700 – –
Barclays
71
Barclays
United Kingdom
$14K 591 +379 +179%
GRP
72
Global Retirement Partners
California
$7K 306 – –
RWA
73
Ropes Wealth Advisors
Massachusetts
$4K 174 +174 New
SEI Investments
74
SEI Investments
Pennsylvania
$3K 129 – –
MAM
75
Meeder Asset Management
Ohio
$2K 79 +41 +108%
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