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PHX

PHX Minerals

Delisted

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

69 hedge funds and large institutions have $38.8M invested in PHX Minerals in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

10% more funds holding

Funds holding: 6369 (+6)

4.13% more ownership

Funds ownership: 60.2%64.32% (+4.1%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

65% less capital invested

Capital invested by funds: $110M → $38.8M (-$71M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.49M

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
21
Reduced
22
Closed
12
Calls
Puts
$1.49M
Net Calls
-$1.49M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Meeder Asset Management
Ohio
$10K +$13.9K +2,086 +276%
Legal & General Group
52
Legal & General Group
United Kingdom
$9K -$9.62K -1,442 -37%
TWA
53
TCI Wealth Advisors
Arizona
$6K
TRCT
54
Tower Research Capital (TRC)
New York
$6K +$11.7K +1,753 New
AIP
55
Ameritas Investment Partners
Nebraska
$5K
LWCFA
56
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
Morgan Stanley
57
Morgan Stanley
New York
$4K -$146K -21,884 -94%
Group One Trading
58
Group One Trading
Illinois
$4K +$6.67K +1,000 New
QCG
59
Quadrant Capital Group
Ohio
$4K +$6.86K +1,029 New
PAM
60
Panagora Asset Management
Massachusetts
$4K +$6.89K +1,034 New
EI
61
Ellevest Inc
New York
$3K +$4.47K +671 +2,796%
Simplex Trading
62
Simplex Trading
Illinois
$2K -$5.78K -866 -58%
Federated Hermes
63
Federated Hermes
Pennsylvania
$2K +$4.49K +673 New
TFO
64
Tarbox Family Office
California
$1K +$1.12K +168 New
PCG
65
Private Capital Group
Connecticut
$1K +$1.23K +184 New
GWS
66
Glassman Wealth Services
Virginia
$1K +$1.57K +236 New
PA
67
Parallel Advisors
California
$1K +$2.77K +416 New
DRZID
68
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.88M -346,317 Closed
Russell Investments Group
69
Russell Investments Group
United Kingdom
-$2.19M -195,541 Closed
PAIM
70
Punch & Associates Investment Management
Minnesota
-$1.8M -160,221 Closed
RIM
71
Ranger Investment Management
Texas
-$1.41M -125,586 Closed
BCM
72
Bridgeway Capital Management
Texas
-$583K -51,994 Closed
SI
73
Sprott Inc
Ontario, Canada
-$483 -43,096 Closed
OAM
74
Oxford Asset Management
United Kingdom
-$228K -20,351 Closed
CIS
75
Connors Investor Services
Pennsylvania
-$171K -15,276 Closed

PHX Hedge Fund Activity: Q1 2020 in Review

69 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2020, worth a combined $38.8M — down 65% from $110M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PHX positions and 12 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Edenbrook Capital, opening a new position worth an estimated $8.41M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $3.88M sold.

  • 69 institutional investors held PHX Minerals (PHX) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $38.8M of PHX Minerals stock for Q1 2020, down 65% quarter-over-quarter.
  • 19 funds opened new PHX Minerals positions in Q1 2020 and 12 closed out, a net change of +7 holders.
  • The largest PHX Minerals buyer in Q1 2020 was Edenbrook Capital, an estimated $8.41M added.
  • The largest PHX Minerals seller in Q1 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2020.