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 $189M invested in PHX Minerals in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
24
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.9M
2
BlackRock
2
BlackRock
New York
$22.1M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$3.51M
4
TI
4
Trigran Investments
Illinois
$41.5M
5
Millennium Management
5
Millennium Management
New York
$307K

Top Sellers

1
RIM
1
Ranger Investment Management
Texas
$1.07M
2
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$3.53M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
PI
4
Putnam Investments
Massachusetts
$1.75M
5
UBS Group
5
UBS Group
Switzerland
$171K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$184K 9,624 +71 +0.7%
UBS Group
52
UBS Group
Switzerland
$171K 8,981 -6,723 -43%
MIM
53
MetLife Investment Management
New Jersey
$150K 7,855 – –
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$120K 6,267 – –
Bank of America
55
Bank of America
North Carolina
$111K 5,811 +2,984 +106%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$71K 3,680 – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$59K 3,063 -58 -2%
Citigroup
58
Citigroup
New York
$51K 2,691 -5,018 -65%
AG
59
Advisor Group
Arizona
$46K 2,400 -100 -4%
Legal & General Group
60
Legal & General Group
United Kingdom
$45K 2,361 -515 -18%
TWA
61
TCI Wealth Advisors
Arizona
$29K 1,500 – –
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K 1,405 – –
AIP
63
Ameritas Investment Partners
Nebraska
$24K 1,238 – –
Barclays
64
Barclays
United Kingdom
$22K 1,178 -2,117 -64%
PAM
65
Paradigm Asset Management
New York
$21K 1,100 – –
TRCT
66
Tower Research Capital (TRC)
New York
$15K 760 +760 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$10.3K 539 -2,761 -84%
SWM
68
SeaCrest Wealth Management
New York
$8K 400 – –
GRP
69
Global Retirement Partners
California
$6K 307 – –
PIA
70
Piedmont Investment Advisors
North Carolina
$5K 274 +274 New
ANBT
71
American National Bank & Trust
Texas
$4K 200 -500 -71%
Canada Life
72
Canada Life
Manitoba, Canada
$3K 148 – –
MAM
73
Meeder Asset Management
Ohio
$2.06K 108 – –
SEI Investments
74
SEI Investments
Pennsylvania
$2K 129 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2K 112 +112 New
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