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PHX

PHX Minerals
PHX

Delisted

PHX was delisted on the 20th of June, 2025.

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60 hedge funds and large institutions have $45.2M invested in PHX Minerals in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

11% more funds holding

Funds holding: 54 → 60 (+6)

1.6% more ownership

Funds ownership: 36.3% → 37.9% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $48.9M → $45.2M (-$3.73M)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
21
Reduced
14
Closed
5
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$5.44M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$446K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$294K
4
Citigroup
Citigroup
New York
+$273K
5
Jane Street
Jane Street
New York
+$213K

Top Sellers

Rank Fund Capital Flow
1
EC
Edenbrook Capital
New York
-$5.41M
2
GCP
GSA Capital Partners
United Kingdom
-$205K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$89K
4
Renaissance Technologies
Renaissance Technologies
New York
-$89K
5
ICM
Invenomic Capital Management
Massachusetts
-$42.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
51
Founders Capital Management (Texas)
Texas
$25.8K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$13.2K -$1.72K -500 -11%
Simplex Trading
53
Simplex Trading
Illinois
$10K -$1.61K -469 -13%
Barclays
54
Barclays
United Kingdom
$7.32K -$20.1K -5,860 -72%
TRCT
55
Tower Research Capital (TRC)
New York
$3.22K +$3.44K +1,001 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.93K – – –
TF
57
Tompkins Financial
New York
$1.68K +$1.79K +521 New
MCA
58
Maryland Capital Advisors
Maryland
$1.61K – – –
CFD
59
Creative Financial Designs
Indiana
$322 +$343 +100 New
RIM
60
Rockbridge Investment Management
New York
$100 +$106 +31 New
Renaissance Technologies
61
Renaissance Technologies
New York
– -$89K -24,392 Closed
XT
62
XTX Topco
Cayman Islands
– -$38.1K -10,471 Closed
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
– -$23K -6,327 Closed
Group One Trading
64
Group One Trading
Illinois
– -$1.06K -290 Closed
BF
65
BOK Financial
Oklahoma
– -$692 -200 Closed
1 2
3

PHX Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2023, worth a combined $45.2M — down 7.6% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PHX positions and 5 closed out — a net gain of 6 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $5.44M. The largest seller was Edenbrook Capital, cutting an estimated $5.41M.

  • 60 institutional investors held PHX Minerals (PHX) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $45.2M of PHX Minerals stock for Q4 2023, down 7.6% quarter-over-quarter.
  • 11 funds opened new PHX Minerals positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest PHX Minerals buyer in Q4 2023 was Punch & Associates Investment Management, an estimated $5.44M added.
  • The largest PHX Minerals seller in Q4 2023 was Edenbrook Capital, an estimated $5.41M sold.

Based on aggregated 13F filings for Q4 2023.