PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
71 hedge funds and large institutions have $183M invested in PHX Minerals in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 8 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
0.17% more ownership
Funds ownership: 58.82% → 58.99% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $189M → $183M (-$5.9M)
7% less funds holding
Funds holding: 76 → 71 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$758K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$588K |
| 3 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$528K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$426K |
| 5 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.25M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$903K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$396K |
| 4 |
Goldman Sachs
New York
|
-$296K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
76
Paradigm Asset Management
New York
| – | -$21K | -1,100 | Closed |
|
|
PIA
77
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$5K | -274 | Closed |
|
78
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -129 | Closed |
|
|
MAM
79
Meeder Asset Management
Dublin,
Ohio
| – | -$2.06K | -108 | Closed |
|
PHX Hedge Fund Activity: Q3 2018 in Review
71 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2018, worth a combined $183M — down 3.1% from $189M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PHX and 3 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 28 added.
The largest buyer was Ranger Investment Management, adding an estimated $758K. The largest seller was Royce & Associates, cutting an estimated $1.25M.
- 71 institutional investors held PHX Minerals (PHX) as of Q3 2018, down from 76 in Q2 2018.
- Funds reported $183M of PHX Minerals stock for Q3 2018, down 3.1% quarter-over-quarter.
- 3 funds opened new PHX Minerals positions in Q3 2018 and 8 closed out, a net change of -5 holders.
- The largest PHX Minerals buyer in Q3 2018 was Ranger Investment Management, an estimated $758K added.
- The largest PHX Minerals seller in Q3 2018 was Royce & Associates, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2018.