PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
79 hedge funds and large institutions have $209M invested in PHX Minerals in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
39% more capital invested
Capital invested by funds: $150M → $209M (+$59M)
7% more funds holding
Funds holding: 74 → 79 (+5)
1.56% more ownership
Funds ownership: 51.91% → 53.47% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.98M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.63M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.61M |
| 4 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$952K |
| 5 |
Morgan Stanley
New York
|
+$751K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.84M |
| 2 |
RA
Royce & Associates
New York
|
-$819K |
| 3 |
Bank of New York Mellon
New York
|
-$644K |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$415K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $7K | +$5.95K | +280 | New |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $7K | +$6.49K | +305 | New |
|
78
SEI Investments
Oaks,
Pennsylvania
| $3K | +$2.74K | +129 | New |
|
79
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | +$2.85K | +134 | New |
|
|
DRZID
80
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| – | -$1.84M | -105,044 | Closed |
|
|
HCM
81
Hodges Capital Management
Dallas,
Texas
| – | -$415K | -23,662 | Closed |
|
|
CCMH
82
Cornerstone Capital Management Holdings
New York
| – | -$76K | -4,350 | Closed |
|
|
CLOS
83
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$35K | -2,000 | Closed |
|
|
IA
84
IFP Advisors
Tampa,
Florida
| – | -$31K | -1,790 | Closed |
|
85
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$23K | -1,300 | Closed |
|
86
US Bancorp
Minneapolis,
Minnesota
| – | -$18K | -1,000 | Closed |
|
PHX Hedge Fund Activity: Q4 2016 in Review
79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2016, worth a combined $209M — up 39% from $150M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PHX positions and 7 closed out — a net gain of 6 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Amica Mutual Insurance, adding an estimated $1.98M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $1.84M sold.
- 79 institutional investors held PHX Minerals (PHX) as of Q4 2016, up from 74 in Q3 2016.
- Funds reported $209M of PHX Minerals stock for Q4 2016, up 39% quarter-over-quarter.
- 13 funds opened new PHX Minerals positions in Q4 2016 and 7 closed out, a net change of +6 holders.
- The largest PHX Minerals buyer in Q4 2016 was Amica Mutual Insurance, an estimated $1.98M added.
- The largest PHX Minerals seller in Q4 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2016.