PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
54 hedge funds and large institutions have $45.4M invested in PHX Minerals in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 53 → 54 (+1)
2% more capital invested
Capital invested by funds: $44.7M → $45.4M (+$688K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
0.8% less ownership
Funds ownership: 36.64% → 35.83% (-0.8%)
88% less call options, than puts
Call options by funds: $13K | Put options by funds: $108K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$505K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$320K |
| 3 |
Morgan Stanley
New York
|
+$191K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$190K |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLG
Cooperman Leon G
|
-$1.02M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$592K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$349K |
| 4 |
Jane Street
New York
|
-$171K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCC
51
Chelsea Counsel Company
Los Angeles,
California
| $1.15K | – | – | – |
|
|
FCM
52
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $676 | +$665 | +200 | New |
|
|
CFD
53
Creative Financial Designs
Kokomo,
Indiana
| $338 | – | – | – |
|
54
JP Morgan Chase
New York
| $135 | – | – | – |
|
|
CLG
55
Cooperman Leon G
| – | -$1.02M | -312,208 | Closed |
|
|
56
Jane Street
New York
| – | -$171K | -52,419 | Closed |
|
|
ECM
57
ExodusPoint Capital Management
New York
| – | -$53K | -16,262 | Closed |
|
58
LPL Financial
San Diego,
California
| – | -$47.7K | -14,636 | Closed |
|
59
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$38K | -11,756 | Closed |
|
60
RhumbLine Advisers
Boston,
Massachusetts
| – | -$1.96K | -600 | Closed |
|
PHX Hedge Fund Activity: Q3 2024 in Review
54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2024, worth a combined $45.4M — up 1.5% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PHX positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $505K. The largest seller was Cooperman Leon G, exiting entirely with an estimated $1.02M sold.
- 54 institutional investors held PHX Minerals (PHX) as of Q3 2024, up from 53 in Q2 2024.
- Funds reported $45.4M of PHX Minerals stock for Q3 2024, up 1.5% quarter-over-quarter.
- 7 funds opened new PHX Minerals positions in Q3 2024 and 6 closed out, a net change of +1 holder.
- The largest PHX Minerals buyer in Q3 2024 was Russell Investments Group, an estimated $505K added.
- The largest PHX Minerals seller in Q3 2024 was Cooperman Leon G, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2024.