PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
57 hedge funds and large institutions have $39.6M invested in PHX Minerals in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 6 closing their positions.
380% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 5
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
144% more call options, than puts
Call options by funds: $195K | Put options by funds: $80K
21% more funds holding
Funds holding: 47 → 57 (+10)
19% more capital invested
Capital invested by funds: $33.1M → $39.6M (+$6.44M)
5.54% more ownership
Funds ownership: 31.4% → 36.94% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.3M |
| 2 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$1.28M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.27M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$793K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Precept Management
Dallas,
Texas
|
-$842K |
| 2 |
IB
Intrust Bank
Wichita,
Kansas
|
-$310K |
| 3 |
Morgan Stanley
New York
|
-$214K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$106K |
| 5 |
JP Morgan Chase
New York
|
-$81.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCMT
51
Founders Capital Management (Texas)
Houston,
Texas
| $15K | +$17.5K | +5,000 | New |
|
52
UBS Group
Zurich,
Switzerland
| $10K | -$25.6K | -7,289 | -69% |
|
|
TWA
53
TCI Wealth Advisors
Tucson,
Arizona
| $5K | – | – | – |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| $3K | – | – | – |
|
55
National Bank of Canada
Montreal,
Quebec, Canada
| $3K | – | – | – |
|
|
SWM
56
Spire Wealth Management
Mclean,
Virginia
| $2K | +$1.75K | +500 | New |
|
|
PM
57
Precept Management
Dallas,
Texas
| – | -$842K | -275,000 | Closed |
|
|
IB
58
Intrust Bank
Wichita,
Kansas
| – | -$310K | -101,344 | Closed |
|
|
AG
59
Algert Global
San Francisco,
California
| – | -$75K | -24,354 | Closed |
|
|
IFG
60
Independent Financial Group
San Diego,
California
| – | -$38.6K | -12,600 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$11K | -3,504 | Closed |
|
62
Citigroup
New York
| – | -$7K | -2,165 | Closed |
|
PHX Hedge Fund Activity: Q2 2022 in Review
57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2022, worth a combined $39.6M — up 19% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PHX positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.3M. The largest seller was Precept Management, exiting entirely with an estimated $842K sold.
- 57 institutional investors held PHX Minerals (PHX) as of Q2 2022, up from 47 in Q1 2022.
- Funds reported $39.6M of PHX Minerals stock for Q2 2022, up 19% quarter-over-quarter.
- 17 funds opened new PHX Minerals positions in Q2 2022 and 6 closed out, a net change of +11 holders.
- The largest PHX Minerals buyer in Q2 2022 was Vanguard Group, an estimated $1.3M added.
- The largest PHX Minerals seller in Q2 2022 was Precept Management, an estimated $842K sold.
Based on aggregated 13F filings for Q2 2022.