PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
86 hedge funds and large institutions have $220M invested in PHX Minerals in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $166M → $220M (+$53.8M)
15% more funds holding
Funds holding: 75 → 86 (+11)
2.6% more ownership
Funds ownership: 92.66% → 95.26% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$6.59M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$3.57M |
| 3 |
Morgan Stanley
New York
|
+$1.62M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$856K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$4.14M |
| 2 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$2.18M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.56M |
| 4 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.41M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $31K | +$2.93K | +116 | +12% |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $25K | +$353 | +14 | +2% |
|
|
LWCFA
78
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $22K | – | – | – |
|
|
TAM
79
Tocqueville Asset Management
New York
| $17K | +$15.1K | +598 | New |
|
80
BlackRock
New York
| $11K | -$3.63K | -144 | -28% |
|
81
Ameriprise
Minneapolis,
Minnesota
| $11K | +$252 | +10 | +3% |
|
82
Bank of Montreal
Toronto,
Ontario, Canada
| $10K | -$109K | -4,318 | -93% |
|
83
Barclays
London,
United Kingdom
| $7K | -$7.37K | -292 | -54% |
|
84
Invesco
Atlanta,
Georgia
| $6K | -$1.21K | -48 | -17% |
|
85
BNP Paribas Financial Markets
Paris,
France
| $2.35K | +$2.12K | +84 | New |
|
86
Envestnet Asset Management
Chicago,
Illinois
| $2K | -$252 | -10 | -13% |
|
|
DI
87
Dalton Investments
Las Vegas,
Nevada
| – | -$314K | -14,400 | Closed |
|
88
ProShare Advisors
Bethesda,
Maryland
| – | -$308K | -14,128 | Closed |
|
89
Schroder Investment Management Group
London,
United Kingdom
| – | -$43.6K | -2,000 | Closed |
|
PHX Hedge Fund Activity: Q2 2014 in Review
86 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2014, worth a combined $220M — up 32% from $166M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PHX positions and 3 closed out — a net gain of 11 holders — while 29 added to existing stakes and 34 trimmed.
The largest buyer was Hodges Capital Management, adding an estimated $6.59M. The largest seller was Amica Mutual Insurance, cutting an estimated $4.14M.
- 86 institutional investors held PHX Minerals (PHX) as of Q2 2014, up from 75 in Q1 2014.
- Funds reported $220M of PHX Minerals stock for Q2 2014, up 32% quarter-over-quarter.
- 14 funds opened new PHX Minerals positions in Q2 2014 and 3 closed out, a net change of +11 holders.
- The largest PHX Minerals buyer in Q2 2014 was Hodges Capital Management, an estimated $6.59M added.
- The largest PHX Minerals seller in Q2 2014 was Amica Mutual Insurance, an estimated $4.14M sold.
Based on aggregated 13F filings for Q2 2014.