PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
72 hedge funds and large institutions have $173M invested in PHX Minerals in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 9 closing their positions.
0.51% more ownership
Funds ownership: 53.47% → 53.99% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
9% less funds holding
Funds holding: 79 → 72 (-7)
17% less capital invested
Capital invested by funds: $209M → $173M (-$36.5M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$22.4M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$2.89M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$1.49M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.01M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$734K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$725K |
| 3 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$668K |
| 4 |
Citigroup
New York
|
-$471K |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$444K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
D.E. Shaw & Co
New York
| – | -$243K | -10,306 | Closed |
|
77
VOYA Investment Management
Atlanta,
Georgia
| – | -$219K | -9,318 | Closed |
|
|
TA
78
Tiedemann Advisors
New York
| – | -$201K | -8,525 | Closed |
|
79
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$206K | -8,398 | Closed |
|
|
CBT
80
Central Bank & Trust
Lexington,
Kentucky
| – | -$14K | -600 | Closed |
|
81
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -134 | Closed |
|
PHX Hedge Fund Activity: Q1 2017 in Review
72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2017, worth a combined $173M — down 17% from $209M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHX and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 22 added.
The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Morgan Stanley, cutting an estimated $734K.
- 72 institutional investors held PHX Minerals (PHX) as of Q1 2017, down from 79 in Q4 2016.
- Funds reported $173M of PHX Minerals stock for Q1 2017, down 17% quarter-over-quarter.
- 6 funds opened new PHX Minerals positions in Q1 2017 and 9 closed out, a net change of -3 holders.
- The largest PHX Minerals buyer in Q1 2017 was BlackRock, an estimated $22.4M added.
- The largest PHX Minerals seller in Q1 2017 was Morgan Stanley, an estimated $734K sold.
Based on aggregated 13F filings for Q1 2017.