PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
62 hedge funds and large institutions have $24.5M invested in PHX Minerals in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 22 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.53% less ownership
Funds ownership: 64.32% → 55.8% (-8.5%)
10% less funds holding
Funds holding: 69 → 62 (-7)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
32% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 22
37% less capital invested
Capital invested by funds: $38.8M → $24.5M (-$14.3M)
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$1.4M |
| 2 |
RC
RBF Capital
San Francisco,
California
|
+$748K |
| 3 |
Renaissance Technologies
New York
|
+$373K |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
+$362K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.78M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.17M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.28M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.16M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$624K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$5K | -1,238 | Closed |
|
|
QCG
77
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$4K | -1,029 | Closed |
|
|
PA
78
Parallel Advisors
San Francisco,
California
| – | -$1K | -416 | Closed |
|
|
GWS
79
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -236 | Closed |
|
|
PCG
80
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -184 | Closed |
|
|
TFO
81
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -168 | Closed |
|
|
BCA
82
Berman Capital Advisors
Atlanta,
Georgia
| – | -$224 | -60 | -24% |
|
83
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$30 | -8 | -6% |
|
84
Fidelity Investments
Boston,
Massachusetts
| – | +$4 | +1 | New |
|
PHX Hedge Fund Activity: Q2 2020 in Review
62 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2020, worth a combined $24.5M — down 37% from $38.8M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of PHX and 15 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 18 added.
The largest buyer was Edenbrook Capital, adding an estimated $1.4M. The largest seller was BlackRock, cutting an estimated $2.78M.
- 62 institutional investors held PHX Minerals (PHX) as of Q2 2020, down from 69 in Q1 2020.
- Funds reported $24.5M of PHX Minerals stock for Q2 2020, down 37% quarter-over-quarter.
- 15 funds opened new PHX Minerals positions in Q2 2020 and 22 closed out, a net change of -7 holders.
- The largest PHX Minerals buyer in Q2 2020 was Edenbrook Capital, an estimated $1.4M added.
- The largest PHX Minerals seller in Q2 2020 was BlackRock, an estimated $2.78M sold.
Based on aggregated 13F filings for Q2 2020.