PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
80 hedge funds and large institutions have $130M invested in PHX Minerals in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 10 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more call options, than puts
Call options by funds: $995K | Put options by funds: $760K
7.18% more ownership
Funds ownership: 41.55% → 48.73% (+7.2%)
0% more funds holding
Funds holding: 80 → 80 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
8% less capital invested
Capital invested by funds: $142M → $130M (-$11.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$16.4M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
+$2.84M |
| 3 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
+$1.75M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$1.17M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$3.99M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$2.2M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.34M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.3M |
| 5 |
DCM
Dean Capital Management
Overland Park,
Kansas
|
-$978K |
PHX Hedge Fund Activity: Q3 2015 in Review
80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2015, worth a combined $130M — down 8.3% from $142M a quarter earlier.
Fund positioning in PHX was balanced in Q3 2015: 10 funds opened new positions, 10 closed out, 36 added to existing stakes and 14 trimmed.
The largest buyer was Trigran Investments, adding an estimated $16.4M. The largest seller was Hodges Capital Management, cutting an estimated $3.99M.
- 80 institutional investors held PHX Minerals (PHX) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $130M of PHX Minerals stock for Q3 2015, down 8.3% quarter-over-quarter.
- 10 funds opened new PHX Minerals positions in Q3 2015 and 10 closed out, a net change of 0 holders.
- The largest PHX Minerals buyer in Q3 2015 was Trigran Investments, an estimated $16.4M added.
- The largest PHX Minerals seller in Q3 2015 was Hodges Capital Management, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2015.