PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
78 hedge funds and large institutions have $134M invested in PHX Minerals in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
1.24% more ownership
Funds ownership: 48.73% → 49.97% (+1.2%)
3% more capital invested
Capital invested by funds: $130M → $134M (+$3.41M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 80 → 78 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
44% less call options, than puts
Call options by funds: $158K | Put options by funds: $283K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$4.17M |
| 2 |
RA
Royce & Associates
New York
|
+$1.21M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.1M |
| 4 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
+$913K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$2.02M |
| 2 |
Morgan Stanley
New York
|
-$1.19M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$895K |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$515K |
| 5 |
Two Sigma Investments
New York
|
-$452K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WRM
76
Westport Resources Management
Westport,
Connecticut
| $3K | – | – | – |
|
|
GT
77
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | – | – | – |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $198 | +$8.87K | +501 | +4% |
|
|
79
Two Sigma Investments
New York
| – | -$452K | -27,988 | Closed |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$319K | -19,717 | Closed |
|
|
HHC
81
Hutchin Hill Capital
New York
| – | -$304K | -18,800 | Closed |
|
82
Two Sigma Advisers
New York
| – | -$186K | -11,498 | Closed |
|
83
Barclays
London,
United Kingdom
| – | -$67K | -4,187 | Closed |
|
84
Group One Trading
Chicago,
Illinois
| – | -$26.6K | -1,500 | Closed |
|
PHX Hedge Fund Activity: Q4 2015 in Review
78 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2015, worth a combined $134M — up 2.6% from $130M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PHX and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 36 added.
The largest buyer was Trigran Investments, adding an estimated $4.17M. The largest seller was Hodges Capital Management, cutting an estimated $2.02M.
- 78 institutional investors held PHX Minerals (PHX) as of Q4 2015, down from 80 in Q3 2015.
- Funds reported $134M of PHX Minerals stock for Q4 2015, up 2.6% quarter-over-quarter.
- 4 funds opened new PHX Minerals positions in Q4 2015 and 6 closed out, a net change of -2 holders.
- The largest PHX Minerals buyer in Q4 2015 was Trigran Investments, an estimated $4.17M added.
- The largest PHX Minerals seller in Q4 2015 was Hodges Capital Management, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2015.