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PHX

PHX Minerals
PHX

Delisted

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

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56 hedge funds and large institutions have $56.3M invested in PHX Minerals in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $36K | Put options by funds: $8K

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $45.4M → $56.3M (+$10.9M)

4% more funds holding

Funds holding: 54 → 56 (+2)

1.71% more ownership

Funds ownership: 35.83% → 37.55% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
19
Reduced
15
Closed
8
Calls
$36K
Puts
$8K
Net Calls
+$28K
Net Calls Change
+$123K

Top Buyers

Rank Fund Capital Flow
1
EC
Edenbrook Capital
New York
+$669K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$316K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$262K
4
Morgan Stanley
Morgan Stanley
New York
+$247K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$244K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$388K
2
RC
RBF Capital
California
-$284K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$254K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$188K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$168K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
51
Maryland Capital Advisors
Maryland
$2K – – –
CCC
52
Chelsea Counsel Company
California
$1.36K – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$1.2K -$305 -83 -22%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$672 +$618 +168 New
JP Morgan Chase
55
JP Morgan Chase
New York
$160 – – –
SS
56
SBI Securities
Japan
$32 +$29 +8 New
OSAM
57
O'Shaughnessy Asset Management
Connecticut
– -$168K -47,824 Closed
RWM
58
Ritholtz Wealth Management
New York
– -$75.6K -22,377 Closed
MIM
59
Meixler Investment Management
Arizona
– -$59.3K -17,538 Closed
Millennium Management
60
Millennium Management
New York
– -$57.7K -17,080 Closed
FCMT
61
Founders Capital Management (Texas)
Texas
– -$27K -8,000 Closed
CSS
62
Cubist Systematic Strategies
Connecticut
– -$1.31K -388 Closed
FCM
63
Fourpath Capital Management
Oklahoma
– -$676 -200 Closed
CFD
64
Creative Financial Designs
Indiana
– -$338 -100 Closed
1 2
3

PHX Hedge Fund Activity: Q4 2024 in Review

56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2024, worth a combined $56.3M — up 24% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHX positions and 8 closed out — a net gain of 2 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Edenbrook Capital, adding an estimated $669K. The largest seller was Punch & Associates Investment Management, cutting an estimated $388K.

  • 56 institutional investors held PHX Minerals (PHX) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $56.3M of PHX Minerals stock for Q4 2024, up 24% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q4 2024 and 8 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q4 2024 was Edenbrook Capital, an estimated $669K added.
  • The largest PHX Minerals seller in Q4 2024 was Punch & Associates Investment Management, an estimated $388K sold.

Based on aggregated 13F filings for Q4 2024.