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PHX

PHX Minerals

Delisted

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

62 hedge funds and large institutions have $24.5M invested in PHX Minerals in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.53% less ownership

Funds ownership: 64.32%55.8% (-8.5%)

10% less funds holding

Funds holding: 6962 (-7)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

37% less capital invested

Capital invested by funds: $38.8M → $24.5M (-$14.3M)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.07M

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
18
Reduced
23
Closed
22
Calls
$2K
Puts
$1.07M
Net Calls
-$1.07M
Net Calls Change
+$427K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$4K -$12K -3,211 -67%
TWA
52
TCI Wealth Advisors
Arizona
$4K
Group One Trading
53
Group One Trading
Illinois
$3K
PAM
54
Panagora Asset Management
Massachusetts
$3K
Federated Hermes
55
Federated Hermes
Pennsylvania
$3K +$1.86K +498 +74%
CAW
56
Cornerstone Advisors (Washington)
Washington
$3K +$4.05K +1,084 New
EI
57
Ellevest Inc
New York
$2K +$303 +81 +12%
Citigroup
58
Citigroup
New York
$1K -$37.3K -9,975 -97%
EW
59
Evoke Wealth
California
$1K +$1.72K +460 New
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
-$2.17M -587,631 Closed
N
61
Nuveen
North Carolina
-$224K -60,576 Closed
Charles Schwab
62
Charles Schwab
California
-$144K -38,754 Closed
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
-$92K -24,954 Closed
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
-$87K -23,553 Closed
AllianceBernstein
65
AllianceBernstein
Tennessee
-$79K -21,500 Closed
Citadel Advisors
66
Citadel Advisors
Florida
-$66K -18,072 Closed
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
-$45K -13,226 Closed
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45K -12,292 Closed
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
-$41K -11,100 Closed
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
-$39K -10,520 Closed
AIG
71
American International Group
New York
-$34K -9,081 Closed
Victory Capital Management
72
Victory Capital Management
Texas
-$20K -5,266 Closed
MAM
73
Meeder Asset Management
Ohio
-$10K -2,843 Closed
Legal & General Group
74
Legal & General Group
United Kingdom
-$9K -2,439 Closed
LWCFA
75
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$5K -1,405 Closed

PHX Hedge Fund Activity: Q2 2020 in Review

62 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2020, worth a combined $24.5M — down 37% from $38.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PHX and 15 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Edenbrook Capital, adding an estimated $1.4M. The largest seller was BlackRock, cutting an estimated $2.78M.

  • 62 institutional investors held PHX Minerals (PHX) as of Q2 2020, down from 69 in Q1 2020.
  • Funds reported $24.5M of PHX Minerals stock for Q2 2020, down 37% quarter-over-quarter.
  • 15 funds opened new PHX Minerals positions in Q2 2020 and 22 closed out, a net change of -7 holders.
  • The largest PHX Minerals buyer in Q2 2020 was Edenbrook Capital, an estimated $1.4M added.
  • The largest PHX Minerals seller in Q2 2020 was BlackRock, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2020.