PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
79 hedge funds and large institutions have $141M invested in PHX Minerals in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 77 → 79 (+2)
0.12% more ownership
Funds ownership: 50.79% → 50.91% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $144M → $141M (-$3.3M)
40% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.27M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$999K |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$866K |
| 4 |
Bank of New York Mellon
New York
|
+$764K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RR
Robotti Robert
|
-$669K |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$458K |
| 3 |
Morgan Stanley
New York
|
-$419K |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$410K |
| 5 |
IRF
IBM Retirement Fund
Armonk,
New York
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WRM
76
Westport Resources Management
Westport,
Connecticut
| $3K | – | – | – |
|
77
Barclays
London,
United Kingdom
| $2K | -$46.6K | -2,776 | -96% |
|
|
AA
78
Apriem Advisors
Irvine,
California
| $2K | +$2.18K | +130 | New |
|
|
UMA
79
USA Mutuals Advisors
Dallas,
Texas
| $2K | +$2.47K | +147 | New |
|
|
CIC
80
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$458K | -26,455 | Closed |
|
|
IRF
81
IBM Retirement Fund
Armonk,
New York
| – | -$402K | -23,225 | Closed |
|
|
SCP
82
Seizert Capital Partners
Birmingham,
Michigan
| – | -$308K | -17,765 | Closed |
|
83
AQR Capital Management
Greenwich,
Connecticut
| – | -$287K | -16,563 | Closed |
|
84
Prudential Financial
Newark,
New Jersey
| – | -$239K | -13,790 | Closed |
|
85
AllianceBernstein
Nashville,
Tennessee
| – | -$180K | -10,392 | Closed |
|
|
TRCT
86
Tower Research Capital (TRC)
New York
| – | -$24K | -1,405 | Closed |
|
|
GT
87
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -66 | Closed |
|
PHX Hedge Fund Activity: Q2 2016 in Review
79 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2016, worth a combined $141M — down 2.3% from $144M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHX positions and 8 closed out — a net gain of 2 holders — while 18 added to existing stakes and 30 trimmed.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $1.27M. The largest seller was Robotti Robert, cutting an estimated $669K.
- 79 institutional investors held PHX Minerals (PHX) as of Q2 2016, up from 77 in Q1 2016.
- Funds reported $141M of PHX Minerals stock for Q2 2016, down 2.3% quarter-over-quarter.
- 10 funds opened new PHX Minerals positions in Q2 2016 and 8 closed out, a net change of +2 holders.
- The largest PHX Minerals buyer in Q2 2016 was Punch & Associates Investment Management, an estimated $1.27M added.
- The largest PHX Minerals seller in Q2 2016 was Robotti Robert, an estimated $669K sold.
Based on aggregated 13F filings for Q2 2016.