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PHX

PHX Minerals

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

6% more funds holding

Funds holding: 7276 (+4)

0.78% more ownership

Funds ownership: 58.04%58.82% (+0.78%)

1% more capital invested

Capital invested by funds: $187M → $189M (+$1.34M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$184K +$1.42K +71 +0.7%
UBS Group
52
UBS Group
Switzerland
$171K -$135K -6,723 -43%
MIM
53
MetLife Investment Management
New Jersey
$150K
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$120K
Bank of America
55
Bank of America
North Carolina
$111K +$59.8K +2,984 +106%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$71K
JP Morgan Chase
57
JP Morgan Chase
New York
$59K -$1.16K -58 -2%
Citigroup
58
Citigroup
New York
$51K -$101K -5,018 -65%
AG
59
Advisor Group
Arizona
$46K -$2K -100 -4%
Legal & General Group
60
Legal & General Group
United Kingdom
$45K -$10.3K -515 -18%
TWA
61
TCI Wealth Advisors
Arizona
$29K
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
AIP
63
Ameritas Investment Partners
Nebraska
$24K
Barclays
64
Barclays
United Kingdom
$22K -$42.4K -2,117 -64%
PAM
65
Paradigm Asset Management
New York
$21K
TRCT
66
Tower Research Capital (TRC)
New York
$15K +$15.2K +760 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$10.3K -$55.3K -2,761 -84%
SWM
68
SeaCrest Wealth Management
New York
$8K
GRP
69
Global Retirement Partners
California
$6K
PIA
70
Piedmont Investment Advisors
North Carolina
$5K +$5.49K +274 New
ANBT
71
American National Bank & Trust
Texas
$4K -$10K -500 -71%
Canada Life
72
Canada Life
Manitoba, Canada
$3K
MAM
73
Meeder Asset Management
Ohio
$2.06K
SEI Investments
74
SEI Investments
Pennsylvania
$2K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2K +$2.25K +112 New

PHX Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2018, worth a combined $189M — up 0.71% from $187M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHX positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $829K. The largest seller was Ranger Investment Management, cutting an estimated $590K.

  • 76 institutional investors held PHX Minerals (PHX) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $189M of PHX Minerals stock for Q2 2018, up 0.71% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest PHX Minerals buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $829K added.
  • The largest PHX Minerals seller in Q2 2018 was Ranger Investment Management, an estimated $590K sold.

Based on aggregated 13F filings for Q2 2018.