PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
76 hedge funds and large institutions have $226M invested in PHX Minerals in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
5% more capital invested
Capital invested by funds: $214M → $226M (+$11.6M)
1.27% more ownership
Funds ownership: 55.65% → 56.92% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 78 → 76 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$867K |
| 2 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$844K |
| 3 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$701K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$612K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$438K |
| 2 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
-$288K |
| 3 |
TA
Tiedemann Advisors
New York
|
-$217K |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$197K |
| 5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IIC
76
Ironwood Investment Counsel
Scottsdale,
Arizona
| – | -$288K | -15,000 | Closed |
|
|
TA
77
Tiedemann Advisors
New York
| – | -$217K | -9,400 | Closed |
|
|
PAM
78
Panagora Asset Management
Boston,
Massachusetts
| – | -$197K | -8,540 | Closed |
|
|
PG
79
PEAK6 Group
Chicago,
Illinois
| – | -$110K | -4,748 | Closed |
|
80
Creative Planning
Overland Park,
Kansas
| – | -$58K | -2,500 | Closed |
|
|
AIM
81
Acrospire Investment Management
Chicago,
Illinois
| – | -$32K | -1,399 | Closed |
|
82
Simplex Trading
Chicago,
Illinois
| – | -$19.3K | -868 | -100% |
|
|
ST
83
Spot Trading
Chicago,
Illinois
| – | -$16K | -697 | Closed |
|
84
Citigroup
New York
| – | -$2K | -104 | Closed |
|
85
UBS AM
Chicago,
Illinois
| – | -$878 | -38 | Closed |
|
PHX Hedge Fund Activity: Q3 2017 in Review
76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2017, worth a combined $226M — up 5.4% from $214M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHX and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 32 added.
The largest buyer was Trigran Investments, adding an estimated $867K. The largest seller was Disciplined Growth Investors, cutting an estimated $438K.
- 76 institutional investors held PHX Minerals (PHX) as of Q3 2017, down from 78 in Q2 2017.
- Funds reported $226M of PHX Minerals stock for Q3 2017, up 5.4% quarter-over-quarter.
- 7 funds opened new PHX Minerals positions in Q3 2017 and 9 closed out, a net change of -2 holders.
- The largest PHX Minerals buyer in Q3 2017 was Trigran Investments, an estimated $867K added.
- The largest PHX Minerals seller in Q3 2017 was Disciplined Growth Investors, an estimated $438K sold.
Based on aggregated 13F filings for Q3 2017.