PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
48 hedge funds and large institutions have $40.5M invested in PHX Minerals in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 10 closing their positions.
75% more call options, than puts
Call options by funds: $138K | Put options by funds: $79K
17% more capital invested
Capital invested by funds: $34.5M → $40.5M (+$6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less ownership
Funds ownership: 36.11% → 35.11% (-1%)
9% less funds holding
Funds holding: 53 → 48 (-5)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$531K |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$249K |
| 3 |
RCM
Requisite Capital Management
Dallas,
Texas
|
+$167K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$162K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$456K |
| 2 |
Renaissance Technologies
New York
|
-$379K |
| 3 |
Two Sigma Advisers
New York
|
-$316K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$306K |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
51
RFG Advisory
Birmingham,
Alabama
| – | -$92.1K | -35,135 | Closed |
|
52
Jane Street
New York
| – | -$80.4K | -30,676 | Closed |
|
|
VF
53
Virtu Financial
New York
| – | -$51K | -19,602 | Closed |
|
54
Squarepoint
New York
| – | -$27.4K | -10,451 | Closed |
|
|
TWA
55
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3.93K | -1,500 | Closed |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| – | -$2K | -1,027 | Closed |
|
57
Group One Trading
Chicago,
Illinois
| – | -$1.71K | -600 | Closed |
|
|
BAM
58
Belpointe Asset Management
Reno,
Nevada
| – | -$1.31K | -500 | Closed |
|
PHX Hedge Fund Activity: Q2 2023 in Review
48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2023, worth a combined $40.5M — up 17% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PHX and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 11 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $531K. The largest seller was Acadian Asset Management, cutting an estimated $456K.
- 48 institutional investors held PHX Minerals (PHX) as of Q2 2023, down from 53 in Q1 2023.
- Funds reported $40.5M of PHX Minerals stock for Q2 2023, up 17% quarter-over-quarter.
- 6 funds opened new PHX Minerals positions in Q2 2023 and 10 closed out, a net change of -4 holders.
- The largest PHX Minerals buyer in Q2 2023 was Punch & Associates Investment Management, an estimated $531K added.
- The largest PHX Minerals seller in Q2 2023 was Acadian Asset Management, an estimated $456K sold.
Based on aggregated 13F filings for Q2 2023.