PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
87 hedge funds and large institutions have $200M invested in PHX Minerals in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1% more funds holding
Funds holding: 86 → 87 (+1)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
9% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 32
9% less capital invested
Capital invested by funds: $220M → $200M (-$20.2M)
13.93% less ownership
Funds ownership: 95.26% → 81.33% (-14%)
85% less call options, than puts
Call options by funds: $72K | Put options by funds: $472K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
+$3.07M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$2.76M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$2.37M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.12M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RR
Robotti Robert
|
-$17.1M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$13.3M |
| 3 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$7.28M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.7M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10K | -340 | Closed |
|
PHX Hedge Fund Activity: Q3 2014 in Review
87 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2014, worth a combined $200M — down 9.2% from $220M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PHX positions and 14 closed out — a net gain of 1 holder — while 29 added to existing stakes and 32 trimmed.
The largest buyer was Turner Investments, opening a new position worth an estimated $3.07M. The largest seller was Robotti Robert, cutting an estimated $17.1M.
- 87 institutional investors held PHX Minerals (PHX) as of Q3 2014, up from 86 in Q2 2014.
- Funds reported $200M of PHX Minerals stock for Q3 2014, down 9.2% quarter-over-quarter.
- 15 funds opened new PHX Minerals positions in Q3 2014 and 14 closed out, a net change of +1 holder.
- The largest PHX Minerals buyer in Q3 2014 was Turner Investments, an estimated $3.07M added.
- The largest PHX Minerals seller in Q3 2014 was Robotti Robert, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2014.