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PHX

PHX Minerals
PHX

Delisted

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

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53 hedge funds and large institutions have $46.2M invested in PHX Minerals in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $45.2M → $46.2M (+$1.07M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.69% less ownership

Funds ownership: 37.9% → 36.2% (-1.7%)

12% less funds holding

Funds holding: 60 → 53 (-7)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
11
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$639K
2
AA
Ancora Advisors
Ohio
+$529K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$302K
4
Jane Street
Jane Street
New York
+$131K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$112K

Top Sellers

Rank Fund Capital Flow
1
ICM
Invenomic Capital Management
Massachusetts
-$891K
2
EC
Edenbrook Capital
New York
-$813K
3
HighTower Advisors
HighTower Advisors
Illinois
-$402K
4
MFIM
Mesirow Financial Investment Management
Illinois
-$241K
5
GCP
GSA Capital Partners
United Kingdom
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$692 -$30.4K -9,731 -98%
CFD
52
Creative Financial Designs
Indiana
$341 – – –
FIA
53
FNY Investment Advisers
New York
$2 +$1.87K +600 New
ICM
54
Invenomic Capital Management
Massachusetts
– -$891K -276,700 Closed
HighTower Advisors
55
HighTower Advisors
Illinois
– -$402K -124,815 Closed
MFIM
56
Mesirow Financial Investment Management
Illinois
– -$241K -74,260 Closed
GCP
57
GSA Capital Partners
United Kingdom
– -$198K -61,487 Closed
Victory Capital Management
58
Victory Capital Management
Texas
– -$84.4K -26,225 Closed
ECM
59
ExodusPoint Capital Management
New York
– -$63K -19,491 Closed
YIH
60
Y-Intercept (HK)
Hong Kong
– -$53.4K -16,590 Closed
AWS
61
Atria Wealth Solutions
New York
– -$32.2K -10,000 Closed
Osaic Holdings
62
Osaic Holdings
Arizona
– -$29K -9,000 Closed
Simplex Trading
63
Simplex Trading
Illinois
– -$10K -3,264 Closed
Barclays
64
Barclays
United Kingdom
– -$7.32K -2,274 Closed
TF
65
Tompkins Financial
New York
– -$1.68K -521 Closed
RIM
66
Rockbridge Investment Management
New York
– -$100 -31 Closed
1 2
3

PHX Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2024, worth a combined $46.2M — up 2.4% from $45.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHX and 6 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $639K. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $891K sold.

  • 53 institutional investors held PHX Minerals (PHX) as of Q1 2024, down from 60 in Q4 2023.
  • Funds reported $46.2M of PHX Minerals stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q1 2024 and 13 closed out, a net change of -7 holders.
  • The largest PHX Minerals buyer in Q1 2024 was Susquehanna International Group, an estimated $639K added.
  • The largest PHX Minerals seller in Q1 2024 was Invenomic Capital Management, an estimated $891K sold.

Based on aggregated 13F filings for Q1 2024.