PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
77 hedge funds and large institutions have $197M invested in PHX Minerals in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 76 → 77 (+1)
0.63% more ownership
Funds ownership: 56.92% → 57.55% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less capital invested
Capital invested by funds: $226M → $197M (-$28.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$2.03M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$543K |
| 3 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$423K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$385K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$1.67M |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$1.43M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$253K |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$248K |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
76
Delpha Capital Management
New York
| $3K | +$2.86K | +128 | New |
|
|
BBHC
77
Brown Brothers Harriman & Co
New York
| $1K | +$1.45K | +65 | New |
|
|
HCM
78
Hodges Capital Management
Dallas,
Texas
| – | -$1.67M | -70,050 | Closed |
|
|
FCI
79
Financial Counselors Inc
Overland Park,
Kansas
| – | -$1.43M | -60,200 | Closed |
|
|
80
VOYA Investment Management
Atlanta,
Georgia
| – | -$253K | -10,651 | Closed |
|
|
NFA
81
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$248K | -10,423 | Closed |
|
|
CG
82
Cutler Group
San Francisco,
California
| – | -$40K | -1,700 | Closed |
|
83
Simplex Trading
Chicago,
Illinois
| – | -$89 | -4 | Closed |
|
PHX Hedge Fund Activity: Q4 2017 in Review
77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2017, worth a combined $197M — down 13% from $226M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PHX positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Trigran Investments, adding an estimated $2.03M. The largest seller was Hodges Capital Management, exiting entirely with an estimated $1.67M sold.
- 77 institutional investors held PHX Minerals (PHX) as of Q4 2017, up from 76 in Q3 2017.
- Funds reported $197M of PHX Minerals stock for Q4 2017, down 13% quarter-over-quarter.
- 7 funds opened new PHX Minerals positions in Q4 2017 and 6 closed out, a net change of +1 holder.
- The largest PHX Minerals buyer in Q4 2017 was Trigran Investments, an estimated $2.03M added.
- The largest PHX Minerals seller in Q4 2017 was Hodges Capital Management, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2017.