PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
53 hedge funds and large institutions have $44.7M invested in PHX Minerals in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
0.43% more ownership
Funds ownership: 36.2% → 36.64% (+0.43%)
0% more funds holding
Funds holding: 53 → 53 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3% less capital invested
Capital invested by funds: $46.2M → $44.7M (-$1.48M)
62% less call options, than puts
Call options by funds: $14K | Put options by funds: $37K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLG
Cooperman Leon G
|
+$1,000K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$257K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$247K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$232K |
| 5 |
MIM
Meixler Investment Management
Show Low,
Arizona
|
+$57.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$361K |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$274K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$217K |
| 4 |
Jane Street
New York
|
-$170K |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $130 | -$537 | -163 | -80% |
|
52
Citadel Advisors
Miami,
Florida
| $85 | +$86 | +26 | New |
|
|
53
Qube Research & Technologies (QRT)
London,
United Kingdom
| $14 | -$274K | -82,976 | -100% |
|
|
PCM
54
Perritt Capital Management
Chicago,
Illinois
| – | -$361K | -106,000 | Closed |
|
|
55
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$141K | -41,376 | Closed |
|
56
Squarepoint
New York
| – | -$62.2K | -18,250 | Closed |
|
|
XT
57
XTX Topco
George Town,
Cayman Islands
| – | -$36.4K | -10,664 | Closed |
|
|
FFA
58
Farther Finance Advisors
San Francisco,
California
| – | -$2.39K | -701 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | -$2.09K | -614 | Closed |
|
|
FIA
60
FNY Investment Advisers
New York
| – | -$2 | -600 | Closed |
|
PHX Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2024, worth a combined $44.7M — down 3.2% from $46.2M a quarter earlier.
Fund positioning in PHX was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 13 trimmed.
The largest buyer was Cooperman Leon G, adding an estimated $1,000K. The largest seller was Perritt Capital Management, exiting entirely with an estimated $361K sold.
- 53 institutional investors held PHX Minerals (PHX) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $44.7M of PHX Minerals stock for Q2 2024, down 3.2% quarter-over-quarter.
- 7 funds opened new PHX Minerals positions in Q2 2024 and 7 closed out, a net change of 0 holders.
- The largest PHX Minerals buyer in Q2 2024 was Cooperman Leon G, an estimated $1,000K added.
- The largest PHX Minerals seller in Q2 2024 was Perritt Capital Management, an estimated $361K sold.
Based on aggregated 13F filings for Q2 2024.