We are live on ! Find out more
PHX

PHX Minerals
PHX

Delisted

PHX was delisted on the 20th of June, 2025.

Back to rankings

76 hedge funds and large institutions have $189M invested in PHX Minerals in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

6% more funds holding

Funds holding: 72 → 76 (+4)

0.78% more ownership

Funds ownership: 58.04% → 58.82% (+0.78%)

1% more capital invested

Capital invested by funds: $187M → $189M (+$1.34M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
24
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$829K
2
BlackRock
BlackRock
New York
+$765K
3
PAIM
Punch & Associates Investment Management
Minnesota
+$732K
4
TI
Trigran Investments
Illinois
+$720K
5
Millennium Management
Millennium Management
New York
+$323K

Top Sellers

Rank Fund Capital Flow
1
RIM
Ranger Investment Management
Texas
-$590K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$311K
3
Prudential Financial
Prudential Financial
New Jersey
-$196K
4
PI
Putnam Investments
Massachusetts
-$184K
5
UBS Group
UBS Group
Switzerland
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$783 +$822 +41 New
Prudential Financial
77
Prudential Financial
New Jersey
– -$196K -10,180 Closed
HT
78
Heritage Trust
Oklahoma
– -$12K -600 Closed
1 2 3
4

PHX Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2018, worth a combined $189M — up 0.71% from $187M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHX positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $829K. The largest seller was Ranger Investment Management, cutting an estimated $590K.

  • 76 institutional investors held PHX Minerals (PHX) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $189M of PHX Minerals stock for Q2 2018, up 0.71% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest PHX Minerals buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $829K added.
  • The largest PHX Minerals seller in Q2 2018 was Ranger Investment Management, an estimated $590K sold.

Based on aggregated 13F filings for Q2 2018.