PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
56 hedge funds and large institutions have $41.4M invested in PHX Minerals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.
103% more call options, than puts
Call options by funds: $254K | Put options by funds: $125K
5% more capital invested
Capital invested by funds: $39.6M → $41.4M (+$1.86M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2% less funds holding
Funds holding: 57 → 56 (-1)
1.86% less ownership
Funds ownership: 36.94% → 35.08% (-1.9%)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$791K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$664K |
| 3 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$409K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$318K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.1M |
| 2 |
Millennium Management
New York
|
-$389K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$361K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$289K |
| 5 |
Two Sigma Investments
New York
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $5K | +$5.28K | +1,637 | New |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $3K | -$19K | -5,900 | -86% |
|
53
National Bank of Canada
Montreal,
Quebec, Canada
| $3K | – | – | – |
|
|
SWM
54
Spire Wealth Management
Mclean,
Virginia
| $2K | – | – | – |
|
55
Barclays
London,
United Kingdom
| $1K | +$999 | +310 | New |
|
|
EI
56
EAM Investors
Solana Beach,
California
| – | -$1.1M | -362,234 | Closed |
|
57
Walleye Capital
New York
| – | -$91K | -30,000 | Closed |
|
58
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$64K | -21,144 | Closed |
|
59
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$57K | -18,694 | Closed |
|
60
Wolverine Trading
Chicago,
Illinois
| – | -$46.3K | -14,359 | Closed |
|
|
PI
61
PEAK6 Investments
Chicago,
Illinois
| – | -$43K | -14,133 | Closed |
|
62
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$37K | -12,290 | Closed |
|
|
MCC
63
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$3K | -1,000 | Closed |
|
PHX Hedge Fund Activity: Q3 2022 in Review
56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2022, worth a combined $41.4M — up 4.7% from $39.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PHX and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $791K. The largest seller was EAM Investors, exiting entirely with an estimated $1.1M sold.
- 56 institutional investors held PHX Minerals (PHX) as of Q3 2022, down from 57 in Q2 2022.
- Funds reported $41.4M of PHX Minerals stock for Q3 2022, up 4.7% quarter-over-quarter.
- 7 funds opened new PHX Minerals positions in Q3 2022 and 8 closed out, a net change of -1 holder.
- The largest PHX Minerals buyer in Q3 2022 was Morgan Stanley, an estimated $791K added.
- The largest PHX Minerals seller in Q3 2022 was EAM Investors, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2022.