PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
74 hedge funds and large institutions have $150M invested in PHX Minerals in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 6 closing their positions.
28% more call options, than puts
Call options by funds: $256K | Put options by funds: $200K
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
7% more capital invested
Capital invested by funds: $141M → $150M (+$9.32M)
1% more ownership
Funds ownership: 50.91% → 51.91% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 79 → 74 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$903K |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$837K |
| 3 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$690K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$611K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$567K |
| 2 |
Morgan Stanley
New York
|
-$412K |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$274K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$248K |
| 5 |
RA
Royce & Associates
New York
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
76
Credit Suisse
Zurich,
Switzerland
| – | -$201K | -12,110 | Closed |
|
77
JP Morgan Chase
New York
| – | -$8K | -493 | Closed |
|
|
CG
78
Cutler Group
San Francisco,
California
| – | -$7.87K | -466 | Closed |
|
|
UMA
79
USA Mutuals Advisors
Dallas,
Texas
| – | -$2K | -147 | Closed |
|
|
AA
80
Apriem Advisors
Irvine,
California
| – | -$2K | -130 | Closed |
|
PHX Hedge Fund Activity: Q3 2016 in Review
74 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2016, worth a combined $150M — up 6.6% from $141M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PHX and 1 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 30 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $903K. The largest seller was Wedge Capital Management, exiting entirely with an estimated $567K sold.
- 74 institutional investors held PHX Minerals (PHX) as of Q3 2016, down from 79 in Q2 2016.
- Funds reported $150M of PHX Minerals stock for Q3 2016, up 6.6% quarter-over-quarter.
- 1 fund opened new PHX Minerals positions in Q3 2016 and 6 closed out, a net change of -5 holders.
- The largest PHX Minerals buyer in Q3 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $903K added.
- The largest PHX Minerals seller in Q3 2016 was Wedge Capital Management, an estimated $567K sold.
Based on aggregated 13F filings for Q3 2016.