PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
53 hedge funds and large institutions have $34.5M invested in PHX Minerals in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 11 closing their positions.
40% more call options, than puts
Call options by funds: $179K | Put options by funds: $128K
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
2% more funds holding
Funds holding: 52 → 53 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.74% less ownership
Funds ownership: 36.85% → 36.11% (-0.74%)
28% less capital invested
Capital invested by funds: $48.2M → $34.5M (-$13.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$828K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$566K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$551K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$517K |
| 5 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$893K |
| 2 |
Two Sigma Investments
New York
|
-$829K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$741K |
| 4 |
Two Sigma Advisers
New York
|
-$690K |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$584K |
PHX Hedge Fund Activity: Q1 2023 in Review
53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2023, worth a combined $34.5M — down 28% from $48.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PHX positions and 11 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $828K. The largest seller was Millennium Management, exiting entirely with an estimated $893K sold.
- 53 institutional investors held PHX Minerals (PHX) as of Q1 2023, up from 52 in Q4 2022.
- Funds reported $34.5M of PHX Minerals stock for Q1 2023, down 28% quarter-over-quarter.
- 12 funds opened new PHX Minerals positions in Q1 2023 and 11 closed out, a net change of +1 holder.
- The largest PHX Minerals buyer in Q1 2023 was Ancora Advisors, an estimated $828K added.
- The largest PHX Minerals seller in Q1 2023 was Millennium Management, an estimated $893K sold.
Based on aggregated 13F filings for Q1 2023.