PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
54 hedge funds and large institutions have $48.9M invested in PHX Minerals in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
213% more call options, than puts
Call options by funds: $50K | Put options by funds: $16K
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
21% more capital invested
Capital invested by funds: $40.5M → $48.9M (+$8.34M)
13% more funds holding
Funds holding: 48 → 54 (+6)
1.18% more ownership
Funds ownership: 35.11% → 36.3% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$557K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$425K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$355K |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$249K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$287K |
| 2 |
Cerity Partners
New York
|
-$76.6K |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$32.7K |
| 4 |
BlackRock
New York
|
-$28.6K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCA
51
Maryland Capital Advisors
Chester,
Maryland
| $1.82K | – | – | – |
|
52
Group One Trading
Chicago,
Illinois
| $1.06K | +$973 | +290 | New |
|
53
JP Morgan Chase
New York
| $790 | +$111 | +33 | +18% |
|
|
BF
54
BOK Financial
Tulsa,
Oklahoma
| $692 | – | – | – |
|
|
55
Cerity Partners
New York
| – | -$76.6K | -24,565 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$34 | -11 | Closed |
|
PHX Hedge Fund Activity: Q3 2023 in Review
54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2023, worth a combined $48.9M — up 21% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PHX positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $557K. The largest seller was Renaissance Technologies, cutting an estimated $287K.
- 54 institutional investors held PHX Minerals (PHX) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $48.9M of PHX Minerals stock for Q3 2023, up 21% quarter-over-quarter.
- 9 funds opened new PHX Minerals positions in Q3 2023 and 2 closed out, a net change of +7 holders.
- The largest PHX Minerals buyer in Q3 2023 was Punch & Associates Investment Management, an estimated $557K added.
- The largest PHX Minerals seller in Q3 2023 was Renaissance Technologies, an estimated $287K sold.
Based on aggregated 13F filings for Q3 2023.