PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
44 hedge funds and large institutions have $38.8M invested in PHX Minerals in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.69% less ownership
Funds ownership: 40.42% → 38.73% (-1.7%)
2% less funds holding
Funds holding: 45 → 44 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
15% less capital invested
Capital invested by funds: $45.7M → $38.8M (-$6.91M)
68% less call options, than puts
Call options by funds: $470K | Put options by funds: $1.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$1.49M |
| 2 |
Morgan Stanley
New York
|
+$802K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$233K |
| 4 |
Millennium Management
New York
|
+$221K |
| 5 |
B
Bailard
Foster City,
California
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$1.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$288K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$172K |
| 4 |
RC
RBF Capital
San Francisco,
California
|
-$140K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$117K |
PHX Hedge Fund Activity: Q3 2021 in Review
44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2021, worth a combined $38.8M — down 15% from $45.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PHX and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.
The largest buyer was Edenbrook Capital, adding an estimated $1.49M. The largest seller was Trigran Investments, cutting an estimated $1.6M.
- 44 institutional investors held PHX Minerals (PHX) as of Q3 2021, down from 45 in Q2 2021.
- Funds reported $38.8M of PHX Minerals stock for Q3 2021, down 15% quarter-over-quarter.
- 6 funds opened new PHX Minerals positions in Q3 2021 and 7 closed out, a net change of -1 holder.
- The largest PHX Minerals buyer in Q3 2021 was Edenbrook Capital, an estimated $1.49M added.
- The largest PHX Minerals seller in Q3 2021 was Trigran Investments, an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2021.