PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
78 hedge funds and large institutions have $214M invested in PHX Minerals in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
24% more capital invested
Capital invested by funds: $173M → $214M (+$41.7M)
8% more funds holding
Funds holding: 72 → 78 (+6)
1.67% more ownership
Funds ownership: 53.99% → 55.65% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less call options, than puts
Call options by funds: $1.04M | Put options by funds: $1.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.49M |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$1.22M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$965K |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$471K |
| 5 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$541K |
| 2 |
Bank of New York Mellon
New York
|
-$296K |
| 3 |
JP Morgan Chase
New York
|
-$206K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$199K |
| 5 |
SG Americas Securities
New York
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| $2K | -$65.8K | -3,236 | -97% |
|
|
MAM
77
Meeder Asset Management
Dublin,
Ohio
| $1K | +$203 | +10 | +36% |
|
78
UBS AM
Chicago,
Illinois
| $878 | +$773 | +38 | New |
|
|
79
JP Morgan Chase
New York
| – | -$206K | -10,706 | Closed |
|
|
TC
80
TFS Capital
West Chester,
Pennsylvania
| – | -$199K | -10,357 | Closed |
|
|
81
SG Americas Securities
New York
| – | -$148K | -7,716 | Closed |
|
|
TRCT
82
Tower Research Capital (TRC)
New York
| – | -$65K | -3,405 | Closed |
|
PHX Hedge Fund Activity: Q2 2017 in Review
78 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2017, worth a combined $214M — up 24% from $173M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHX positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Trigran Investments, adding an estimated $1.49M. The largest seller was Panagora Asset Management, cutting an estimated $541K.
- 78 institutional investors held PHX Minerals (PHX) as of Q2 2017, up from 72 in Q1 2017.
- Funds reported $214M of PHX Minerals stock for Q2 2017, up 24% quarter-over-quarter.
- 10 funds opened new PHX Minerals positions in Q2 2017 and 4 closed out, a net change of +6 holders.
- The largest PHX Minerals buyer in Q2 2017 was Trigran Investments, an estimated $1.49M added.
- The largest PHX Minerals seller in Q2 2017 was Panagora Asset Management, an estimated $541K sold.
Based on aggregated 13F filings for Q2 2017.