PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
69 hedge funds and large institutions have $38.8M invested in PHX Minerals in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
10% more funds holding
Funds holding: 63 → 69 (+6)
4.13% more ownership
Funds ownership: 60.2% → 64.32% (+4.1%)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
65% less capital invested
Capital invested by funds: $110M → $38.8M (-$71M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$8.41M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.32M |
| 3 |
Parallax Volatility Advisers
San Francisco,
California
|
+$960K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$372K |
| 5 |
Two Sigma Advisers
New York
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.88M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.19M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.8M |
| 4 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$1.41M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Squarepoint
New York
| – | -$170K | -15,151 | Closed |
|
77
Prudential Financial
Newark,
New Jersey
| – | -$127K | -11,318 | Closed |
|
|
HW
78
Hancock Whitney
Gulfport,
Mississippi
| – | -$118K | -10,514 | Closed |
|
|
TCWM
79
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$35K | -3,164 | Closed |
|
80
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$7 | -1 | -0.8% |
|
|
BCA
81
Berman Capital Advisors
Atlanta,
Georgia
| – | +$994 | +149 | +145% |
|
PHX Hedge Fund Activity: Q1 2020 in Review
69 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2020, worth a combined $38.8M — down 65% from $110M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PHX positions and 12 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Edenbrook Capital, opening a new position worth an estimated $8.41M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $3.88M sold.
- 69 institutional investors held PHX Minerals (PHX) as of Q1 2020, up from 63 in Q4 2019.
- Funds reported $38.8M of PHX Minerals stock for Q1 2020, down 65% quarter-over-quarter.
- 19 funds opened new PHX Minerals positions in Q1 2020 and 12 closed out, a net change of +7 holders.
- The largest PHX Minerals buyer in Q1 2020 was Edenbrook Capital, an estimated $8.41M added.
- The largest PHX Minerals seller in Q1 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $3.88M sold.
Based on aggregated 13F filings for Q1 2020.