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PHX

PHX Minerals

Delisted

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

66 hedge funds and large institutions have $127M invested in PHX Minerals in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0% more funds holding

Funds holding: 6666 (0)

0.15% less ownership

Funds ownership: 58.89%58.74% (-0.15%)

18% less capital invested

Capital invested by funds: $154M → $127M (-$27.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
24
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$81.7K
RA
52
Royce & Associates
New York
$72K
AG
53
Advisor Group
Arizona
$57K +$27.6K +1,930 +78%
Citigroup
54
Citigroup
New York
$51K -$2.05K -143 -3%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$32.4K -$11.6K -811 -25%
Legal & General Group
56
Legal & General Group
United Kingdom
$31K
TWA
57
TCI Wealth Advisors
Arizona
$20K
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$17K +$18.9K +1,320 +26,400%
AIP
60
Ameritas Investment Partners
Nebraska
$16K
AG
61
Aperio Group
California
$16K +$17.1K +1,197 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$10K -$28.4K -1,986 -71%
MAM
63
Meeder Asset Management
Ohio
$6K +$6.83K +477 New
DA
64
Denali Advisors
California
$3K +$3.75K +262 New
Canada Life
65
Canada Life
Manitoba, Canada
$2K +$215 +15 +11%
PC
66
Pecaut & Co
Iowa
-$273K -17,400 Closed
HCM
67
Hodges Capital Management
Texas
-$166K -10,600 Closed
SWM
68
SeaCrest Wealth Management
New York
-$6K -400 Closed
GRP
69
Global Retirement Partners
California
-$5K -307 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$1.65K -115 -96%
WAM
71
Wealthspire Advisors (Maryland)
Maryland
-$1K -45 Closed
Simplex Trading
72
Simplex Trading
Illinois
-$458 -32 Closed

PHX Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2019, worth a combined $127M — down 18% from $154M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PHX positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Trigran Investments, adding an estimated $1.27M. The largest seller was Amica Mutual Insurance, cutting an estimated $2.24M.

  • 66 institutional investors held PHX Minerals (PHX) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $127M of PHX Minerals stock for Q2 2019, down 18% quarter-over-quarter.
  • 8 funds opened new PHX Minerals positions in Q2 2019 and 6 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q2 2019 was Trigran Investments, an estimated $1.27M added.
  • The largest PHX Minerals seller in Q2 2019 was Amica Mutual Insurance, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2019.