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PHX

PHX Minerals

Delisted

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

56 hedge funds and large institutions have $98.4M invested in PHX Minerals in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

1.22% more ownership

Funds ownership: 83.56%84.78% (+1.2%)

0% more capital invested

Capital invested by funds: $98.2M → $98.4M (+$173K)

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
25
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RR
1
Robotti Robert
$20.2M -$233K -15,520 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$12.9M +$418K +27,852 +3%
AMI
3
Amica Mutual Insurance
Rhode Island
$9.22M
BIT
4
BlackRock Institutional Trust
California
$7.15M +$3.99K +266 +0.1%
BFA
5
BlackRock Fund Advisors
California
$5.6M +$685K +45,640 +13%
APFBOT
6
Amica Pension Fund Board of Trustees
Rhode Island
$5M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.79M +$32.1K +2,142 +0.6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.75M +$3.33K +222 +0.1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$3.7M -$23.4K -1,560 -0.6%
Northern Trust
10
Northern Trust
Illinois
$3.38M -$62.4K -4,160 -2%
State Street
11
State Street
Massachusetts
$3.08M -$20.7K -1,378 -0.6%
AIS
12
AlphaOne Investment Services
Pennsylvania
$3.06M +$460K +30,646 +17%
Wells Fargo
13
Wells Fargo
California
$2.29M
DI
14
Dalton Investments
Nevada
$1.9M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.39M +$57.4K +3,826 +4%
TCIM
16
TIAA CREF Investment Management
New York
$871K +$18.5K +1,234 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$710K +$24.9K +1,662 +3%
BCM
18
Bridgeway Capital Management
Texas
$690K
JP Morgan Chase
19
JP Morgan Chase
New York
$633K +$92.5K +6,168 +16%
WCM
20
Wedge Capital Management
North Carolina
$557K +$96K +6,400 +19%
BIM
21
BlackRock Investment Management
Delaware
$550K +$16.5K +1,100 +3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$549K +$21K +1,400 +4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$447K -$18.1K -1,208 -4%
LCM
24
Lucas Capital Management
New Jersey
$425K
SO
25
STRS Ohio
Ohio
$390K

PHX Hedge Fund Activity: Q3 2013 in Review

56 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2013, worth a combined $98.4M — up 0.18% from $98.2M a quarter earlier.

Fund positioning in PHX was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 25 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $685K. The largest seller was Cibelli Mario, exiting entirely with an estimated $637K sold.

  • 56 institutional investors held PHX Minerals (PHX) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $98.4M of PHX Minerals stock for Q3 2013, up 0.18% quarter-over-quarter.
  • 3 funds opened new PHX Minerals positions in Q3 2013 and 3 closed out, a net change of 0 holders.
  • The largest PHX Minerals buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $685K added.
  • The largest PHX Minerals seller in Q3 2013 was Cibelli Mario, an estimated $637K sold.

Based on aggregated 13F filings for Q3 2013.