PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
67 hedge funds and large institutions have $157M invested in PHX Minerals in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
1.31% more ownership
Funds ownership: 58.99% → 60.29% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 72 → 67 (-5)
14% less capital invested
Capital invested by funds: $183M → $157M (-$26.1M)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $15K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.75M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.64M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$354K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$209K |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.29M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$829K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$488K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$369K |
| 5 |
D.E. Shaw & Co
New York
|
-$311K |
PHX Hedge Fund Activity: Q4 2018 in Review
67 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2018, worth a combined $157M — down 14% from $183M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PHX and 1 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 20 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $4.75M. The largest seller was Royce & Associates, cutting an estimated $2.29M.
- 67 institutional investors held PHX Minerals (PHX) as of Q4 2018, down from 72 in Q3 2018.
- Funds reported $157M of PHX Minerals stock for Q4 2018, down 14% quarter-over-quarter.
- 1 fund opened new PHX Minerals positions in Q4 2018 and 6 closed out, a net change of -5 holders.
- The largest PHX Minerals buyer in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $4.75M added.
- The largest PHX Minerals seller in Q4 2018 was Royce & Associates, an estimated $2.29M sold.
Based on aggregated 13F filings for Q4 2018.