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PHX

PHX Minerals
PHX

Delisted

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

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56 hedge funds and large institutions have $98.2M invested in PHX Minerals in 2013 Q2 according to their latest regulatory filings, with 56 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83.56% more ownership

Funds ownership: 0% → 83.56% (+84%)

Holders
56
Holders Change
+56
Holders Change %
–
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RR
1
Robotti Robert
$20.6M +$20.8M +1,444,880 New
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$12.6M +$12.7M +886,990 New
AMI
3
Amica Mutual Insurance
Rhode Island
$9.29M +$9.36M +651,940 New
BIT
4
BlackRock Institutional Trust
California
$7.21M +$7.26M +505,650 New
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$5.03M +$5.07M +353,258 New
BFA
6
BlackRock Fund Advisors
California
$5M +$5.04M +350,612 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.8M +$4.84M +336,874 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.78M +$4.82M +335,674 New
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M +$3.78M +263,374 New
Northern Trust
10
Northern Trust
Illinois
$3.46M +$3.49M +243,064 New
State Street
11
State Street
Massachusetts
$3.13M +$3.15M +219,382 New
AIS
12
AlphaOne Investment Services
Pennsylvania
$2.64M +$2.66M +185,400 New
Wells Fargo
13
Wells Fargo
California
$2.31M +$2.32M +161,778 New
DI
14
Dalton Investments
Nevada
$1.92M +$1.93M +134,400 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.35M +$1.36M +94,492 New
TCIM
16
TIAA CREF Investment Management
New York
$861K +$867K +60,388 New
BCM
17
Bridgeway Capital Management
Texas
$695K +$701K +48,794 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$691K +$697K +48,524 New
CM
19
Cibelli Mario
$637K +$642K +44,690 New
JP Morgan Chase
20
JP Morgan Chase
New York
$550K +$555K +38,610 New
BIM
21
BlackRock Investment Management
Delaware
$539K +$543K +37,818 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$533K +$537K +37,400 New
Charles Schwab
23
Charles Schwab
California
$522K +$498K +34,648 New
WCM
24
Wedge Capital Management
North Carolina
$470K +$474K +33,000 New
AllianceBernstein
25
AllianceBernstein
Tennessee
$467K +$471K +32,800 New
1
2 3

PHX Hedge Fund Activity: Q2 2013 in Review

56 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2013, worth a combined $98.2M.

Buyers outnumbered sellers: 56 funds opened new PHX positions and 0 closed out — a net gain of 56 holders — while 0 added to existing stakes and 0 trimmed.

  • 56 institutional investors held PHX Minerals (PHX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $98.2M of PHX Minerals stock for Q2 2013.
  • 56 funds opened new PHX Minerals positions in Q2 2013 and 0 closed out, a net change of +56 holders.

Based on aggregated 13F filings for Q2 2013.