PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
45 hedge funds and large institutions have $45.7M invested in PHX Minerals in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 7 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
85% more capital invested
Capital invested by funds: $24.7M → $45.7M (+$21M)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more funds holding
Funds holding: 42 → 45 (+3)
2.06% more ownership
Funds ownership: 38.37% → 40.42% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
64% less call options, than puts
Call options by funds: $659K | Put options by funds: $1.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$5.26M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.86M |
| 3 |
Renaissance Technologies
New York
|
+$901K |
| 4 |
Two Sigma Advisers
New York
|
+$630K |
| 5 |
RC
RBF Capital
San Francisco,
California
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$319K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$274K |
| 3 |
BlackRock
New York
|
-$124K |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
-$71.4K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$59.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -404 | Closed |
|
PHX Hedge Fund Activity: Q2 2021 in Review
45 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2021, worth a combined $45.7M — up 85% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHX positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was Edenbrook Capital, adding an estimated $5.26M. The largest seller was Trigran Investments, cutting an estimated $319K.
- 45 institutional investors held PHX Minerals (PHX) as of Q2 2021, up from 42 in Q1 2021.
- Funds reported $45.7M of PHX Minerals stock for Q2 2021, up 85% quarter-over-quarter.
- 10 funds opened new PHX Minerals positions in Q2 2021 and 7 closed out, a net change of +3 holders.
- The largest PHX Minerals buyer in Q2 2021 was Edenbrook Capital, an estimated $5.26M added.
- The largest PHX Minerals seller in Q2 2021 was Trigran Investments, an estimated $319K sold.
Based on aggregated 13F filings for Q2 2021.