PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
66 hedge funds and large institutions have $154M invested in PHX Minerals in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 4 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more funds holding
Funds holding: 66 → 66 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1% less capital invested
Capital invested by funds: $157M → $154M (-$2.23M)
1.4% less ownership
Funds ownership: 60.29% → 58.89% (-1.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.39M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.27M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$414K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$377K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2M |
| 2 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.63M |
| 3 |
Morgan Stanley
New York
|
-$480K |
| 4 |
BlackRock
New York
|
-$440K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$314K |
PHX Hedge Fund Activity: Q1 2019 in Review
66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2019, worth a combined $154M — down 1.4% from $157M a quarter earlier.
Fund positioning in PHX was balanced in Q1 2019: 4 funds opened new positions, 4 closed out, 19 added to existing stakes and 18 trimmed.
The largest buyer was Trigran Investments, adding an estimated $1.39M. The largest seller was T. Rowe Price Associates, cutting an estimated $2M.
- 66 institutional investors held PHX Minerals (PHX) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $154M of PHX Minerals stock for Q1 2019, down 1.4% quarter-over-quarter.
- 4 funds opened new PHX Minerals positions in Q1 2019 and 4 closed out, a net change of 0 holders.
- The largest PHX Minerals buyer in Q1 2019 was Trigran Investments, an estimated $1.39M added.
- The largest PHX Minerals seller in Q1 2019 was T. Rowe Price Associates, an estimated $2M sold.
Based on aggregated 13F filings for Q1 2019.