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PHX

PHX Minerals

Delisted

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

76 hedge funds and large institutions have $189M invested in PHX Minerals in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

6% more funds holding

Funds holding: 7276 (+4)

0.78% more ownership

Funds ownership: 58.04%58.82% (+0.78%)

1% more capital invested

Capital invested by funds: $187M → $189M (+$1.34M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
24
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$41.5M +$720K +35,923 +2%
BlackRock
2
BlackRock
New York
$22.1M +$765K +38,189 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17.6M +$76.5K +3,817 +0.4%
RR
4
Robotti Robert
$14.5M +$24.1K +1,200 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.5M +$281K +14,031 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.9M +$829K +41,378 +7%
DGI
7
Disciplined Growth Investors
Minnesota
$6.85M -$5.07K -253 -0.1%
State Street
8
State Street
Massachusetts
$5.57M +$6.91K +345 +0.1%
Northern Trust
9
Northern Trust
Illinois
$4.39M +$67.8K +3,383 +1%
NSAM
10
North Star Asset Management
Wisconsin
$4.37M +$95.7K +4,775 +2%
APFBOT
11
Amica Pension Fund Board of Trustees
Rhode Island
$4.33M
AMI
12
Amica Mutual Insurance
Rhode Island
$3.99M
RA
13
Royce & Associates
New York
$3.92M +$251K +12,500 +6%
AIS
14
AlphaOne Investment Services
Pennsylvania
$3.83M -$80.7K -4,026 -2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$3.53M -$311K -15,499 -8%
PAIM
16
Punch & Associates Investment Management
Minnesota
$3.51M +$732K +36,500 +25%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.09M +$175K +8,708 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.35M -$42.9K -2,139 -2%
PI
19
Putnam Investments
Massachusetts
$1.75M -$184K -9,200 -9%
RIM
20
Ranger Investment Management
Texas
$1.07M -$590K -29,432 -34%
Morgan Stanley
21
Morgan Stanley
New York
$829K +$128K +6,408 +17%
TCIM
22
TIAA CREF Investment Management
New York
$816K +$59.4K +2,962 +7%
Deutsche Bank
23
Deutsche Bank
Germany
$813K +$266K +13,252 +45%
Charles Schwab
24
Charles Schwab
California
$661K
ARMT
25
Amica Retiree Medical Trust
Rhode Island
$658K

PHX Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2018, worth a combined $189M — up 0.71% from $187M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHX positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $829K. The largest seller was Ranger Investment Management, cutting an estimated $590K.

  • 76 institutional investors held PHX Minerals (PHX) as of Q2 2018, up from 72 in Q1 2018.
  • Funds reported $189M of PHX Minerals stock for Q2 2018, up 0.71% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest PHX Minerals buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $829K added.
  • The largest PHX Minerals seller in Q2 2018 was Ranger Investment Management, an estimated $590K sold.

Based on aggregated 13F filings for Q2 2018.