PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
80 hedge funds and large institutions have $142M invested in PHX Minerals in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 9 closing their positions.
128% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 18
8% more capital invested
Capital invested by funds: $132M → $142M (+$10M)
1.19% more ownership
Funds ownership: 40.36% → 41.55% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 81 → 80 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
47% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $2.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.72M |
| 2 |
RA
Royce & Associates
New York
|
+$1.12M |
| 3 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$764K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$632K |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.95M |
| 2 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$870K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$533K |
| 4 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$404K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$360K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $6K | -$1.39K | -65 | -17% |
|
|
WRM
77
Westport Resources Management
Westport,
Connecticut
| $4K | – | – | – |
|
|
TCM
78
Tradewinds Capital Management
Bellingham,
Washington
| $2K | – | – | – |
|
|
GT
79
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | +$1.41K | +66 | New |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $235 | +$25K | +1,172 | +12% |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$533K | -26,891 | Closed |
|
|
TI
82
Turner Investments
Berwyn,
Pennsylvania
| – | -$404K | -20,400 | Closed |
|
|
83
Nomura Holdings
Tokyo,
Japan
| – | -$360K | -15,919 | Closed |
|
|
MC
84
Menta Capital
San Francisco,
California
| – | -$297K | -15,007 | Closed |
|
|
CS
85
Credit Suisse
Zurich,
Switzerland
| – | -$238K | -12,043 | Closed |
|
|
PG
86
PEAK6 Group
Chicago,
Illinois
| – | -$18.6K | -871 | Closed |
|
|
CLOS
87
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$16K | -800 | Closed |
|
88
Creative Planning
Overland Park,
Kansas
| – | -$8K | -400 | Closed |
|
89
Simplex Trading
Chicago,
Illinois
| – | -$1.47K | -69 | Closed |
|
PHX Hedge Fund Activity: Q2 2015 in Review
80 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2015, worth a combined $142M — up 7.6% from $132M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHX and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 41 added.
The largest buyer was Trigran Investments, adding an estimated $1.72M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.95M.
- 80 institutional investors held PHX Minerals (PHX) as of Q2 2015, down from 81 in Q1 2015.
- Funds reported $142M of PHX Minerals stock for Q2 2015, up 7.6% quarter-over-quarter.
- 8 funds opened new PHX Minerals positions in Q2 2015 and 9 closed out, a net change of -1 holder.
- The largest PHX Minerals buyer in Q2 2015 was Trigran Investments, an estimated $1.72M added.
- The largest PHX Minerals seller in Q2 2015 was O'Shaughnessy Asset Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2015.