PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
77 hedge funds and large institutions have $144M invested in PHX Minerals in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.
13,450% more call options, than puts
Call options by funds: $271K | Put options by funds: $2K
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
8% more capital invested
Capital invested by funds: $134M → $144M (+$10.5M)
0.81% more ownership
Funds ownership: 49.97% → 50.79% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 78 → 77 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$1.59M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.33M |
| 3 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.31M |
| 4 |
RA
Royce & Associates
New York
|
+$1.31M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$918K |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$913K |
| 3 |
Morgan Stanley
New York
|
-$601K |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$497K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$405K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Geode Capital Management
Boston,
Massachusetts
| $1.72K | +$121K | +7,879 | +9% |
|
|
GT
77
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | – | – | – |
|
|
NI
78
Numeric Investors
Boston,
Massachusetts
| – | -$497K | -30,731 | Closed |
|
79
American Century Companies
Kansas City,
Missouri
| – | -$264K | -16,357 | Closed |
|
|
LA
80
Lucus Advisors
New York
| – | -$217K | -13,410 | Closed |
|
|
MAM
81
Martingale Asset Management
Boston,
Massachusetts
| – | -$217K | -13,402 | Closed |
|
|
CS
82
Credit Suisse
Zurich,
Switzerland
| – | -$171K | -10,578 | Closed |
|
|
PG
83
PEAK6 Group
Chicago,
Illinois
| – | -$84K | -5,188 | Closed |
|
84
BNP Paribas Financial Markets
Paris,
France
| – | -$53.5K | -3,308 | Closed |
|
|
IA
85
IFP Advisors
Tampa,
Florida
| – | -$29K | -1,790 | Closed |
|
|
LTFS
86
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$8K | -500 | Closed |
|
PHX Hedge Fund Activity: Q1 2016 in Review
77 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2016, worth a combined $144M — up 7.9% from $134M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHX and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 27 added.
The largest buyer was Amica Pension Fund Board of Trustees, opening a new position worth an estimated $1.59M. The largest seller was Wells Fargo, cutting an estimated $918K.
- 77 institutional investors held PHX Minerals (PHX) as of Q1 2016, down from 78 in Q4 2015.
- Funds reported $144M of PHX Minerals stock for Q1 2016, up 7.9% quarter-over-quarter.
- 8 funds opened new PHX Minerals positions in Q1 2016 and 9 closed out, a net change of -1 holder.
- The largest PHX Minerals buyer in Q1 2016 was Amica Pension Fund Board of Trustees, an estimated $1.59M added.
- The largest PHX Minerals seller in Q1 2016 was Wells Fargo, an estimated $918K sold.
Based on aggregated 13F filings for Q1 2016.