PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
83 hedge funds and large institutions have $157M invested in PHX Minerals in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 16 closing their positions.
5% less funds holding
Funds holding: 87 → 83 (-4)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
22% less capital invested
Capital invested by funds: $200M → $157M (-$43.2M)
37% less call options, than puts
Call options by funds: $1.73M | Put options by funds: $2.75M
40.43% less ownership
Funds ownership: 81.33% → 40.9% (-40%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$2.24M |
| 2 |
Morgan Stanley
New York
|
+$1.49M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$1.28M |
| 4 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.26M |
| 5 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.83M |
| 2 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$1.3M |
| 3 |
Renaissance Technologies
New York
|
-$1.26M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.13M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$938K |
PHX Hedge Fund Activity: Q4 2014 in Review
83 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2014, worth a combined $157M — down 22% from $200M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PHX and 14 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 26 added.
The largest buyer was Hodges Capital Management, adding an estimated $2.24M. The largest seller was AlphaOne Investment Services, cutting an estimated $1.83M.
- 83 institutional investors held PHX Minerals (PHX) as of Q4 2014, down from 87 in Q3 2014.
- Funds reported $157M of PHX Minerals stock for Q4 2014, down 22% quarter-over-quarter.
- 14 funds opened new PHX Minerals positions in Q4 2014 and 16 closed out, a net change of -2 holders.
- The largest PHX Minerals buyer in Q4 2014 was Hodges Capital Management, an estimated $2.24M added.
- The largest PHX Minerals seller in Q4 2014 was AlphaOne Investment Services, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2014.