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PHX

PHX Minerals
PHX

Delisted

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

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72 hedge funds and large institutions have $173M invested in PHX Minerals in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 53.47% → 53.99% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

9% less funds holding

Funds holding: 79 → 72 (-7)

17% less capital invested

Capital invested by funds: $209M → $173M (-$36.5M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
22
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$22.4M
2
TI
Trigran Investments
Illinois
+$2.89M
3
HCM
Hodges Capital Management
Texas
+$1.49M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.01M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$466K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$734K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$725K
3
PC
Pecaut & Co
Iowa
-$668K
4
Citigroup
Citigroup
New York
-$471K
5
SO
STRS Ohio
Ohio
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Trigran Investments
Illinois
$35.7M +$2.89M +140,528 +8%
BlackRock
2
BlackRock
New York
$21M +$22.4M +1,091,887 +39,052%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17.7M +$1.01M +49,390 +6%
RR
4
Robotti Robert
$14.5M +$54.1K +2,636 +0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.8M +$466K +22,679 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.7M -$149K -7,256 -1%
DGI
7
Disciplined Growth Investors
Minnesota
$7M -$13.3K -650 -0.2%
State Street
8
State Street
Massachusetts
$4.89M -$103K -5,021 -2%
AMI
9
Amica Mutual Insurance
Rhode Island
$4.21M – – –
Northern Trust
10
Northern Trust
Illinois
$4.17M -$3.53K -172 -0.1%
NSAM
11
North Star Asset Management
Wisconsin
$4.03M +$229K +11,170 +6%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$3.77M -$207K -10,100 -5%
RA
13
Royce & Associates
New York
$3.57M – – –
AIS
14
AlphaOne Investment Services
Pennsylvania
$3.38M +$136K +6,623 +4%
APFBOT
15
Amica Pension Fund Board of Trustees
Rhode Island
$3.27M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.22M +$32.6K +1,586 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.36M +$82.4K +4,013 +3%
PAIM
18
Punch & Associates Investment Management
Minnesota
$2.27M +$393K +19,135 +19%
HCM
19
Hodges Capital Management
Texas
$1.4M +$1.49M +72,700 New
RIM
20
Ranger Investment Management
Texas
$1.2M +$236K +11,485 +22%
TCIM
21
TIAA CREF Investment Management
New York
$767K -$83.5K -4,065 -9%
PAM
22
Panagora Asset Management
Massachusetts
$675K +$149K +7,257 +26%
TA
23
Teachers Advisors
New York
$604K +$25.7K +1,250 +4%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$592K -$16.4K -800 -3%
Charles Schwab
25
Charles Schwab
California
$584K – – –
1
2 3 4

PHX Hedge Fund Activity: Q1 2017 in Review

72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2017, worth a combined $173M — down 17% from $209M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PHX and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Morgan Stanley, cutting an estimated $734K.

  • 72 institutional investors held PHX Minerals (PHX) as of Q1 2017, down from 79 in Q4 2016.
  • Funds reported $173M of PHX Minerals stock for Q1 2017, down 17% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q1 2017 and 9 closed out, a net change of -3 holders.
  • The largest PHX Minerals buyer in Q1 2017 was BlackRock, an estimated $22.4M added.
  • The largest PHX Minerals seller in Q1 2017 was Morgan Stanley, an estimated $734K sold.

Based on aggregated 13F filings for Q1 2017.