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PHX

PHX Minerals

Delisted

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

66 hedge funds and large institutions have $127M invested in PHX Minerals in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0% more funds holding

Funds holding: 6666 (0)

0.15% less ownership

Funds ownership: 58.89%58.74% (-0.15%)

18% less capital invested

Capital invested by funds: $154M → $127M (-$27.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
24
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$30.7M +$1.27M +88,854 +4%
BlackRock
2
BlackRock
New York
$15.1M +$207K +14,428 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$10.5M +$5.77K +403 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.78M +$151K +10,542 +1%
RR
5
Robotti Robert
$9.53M -$318K -22,186 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.49M -$122K -8,550 -1%
DGI
7
Disciplined Growth Investors
Minnesota
$4.67M +$22.2K +1,553 +0.4%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$4.5M -$435K -30,396 -8%
State Street
9
State Street
Massachusetts
$4.02M +$151K +10,538 +4%
Northern Trust
10
Northern Trust
Illinois
$3.01M -$40.4K -2,825 -1%
PAIM
11
Punch & Associates Investment Management
Minnesota
$2.9M
NSAM
12
North Star Asset Management
Wisconsin
$2.73M -$241K -16,834 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.51M +$162K +11,291 +6%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$2.31M
Wells Fargo
15
Wells Fargo
California
$1.9M +$179K +12,485 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.64M +$39.4K +2,750 +2%
RIM
17
Ranger Investment Management
Texas
$1.61M +$70.1K +4,895 +4%
AMI
18
Amica Mutual Insurance
Rhode Island
$1.04M -$2.24M -156,438 -66%
N
19
Nuveen
North Carolina
$838K +$920K +64,271 New
PPA
20
Parametric Portfolio Associates
Washington
$566K +$88.2K +6,165 +17%
BCM
21
Bridgeway Capital Management
Texas
$548K +$20K +1,400 +3%
Charles Schwab
22
Charles Schwab
California
$506K +$26.1K +1,824 +5%
AIS
23
AlphaOne Investment Services
Pennsylvania
$500K -$735K -51,380 -57%
OAM
24
Oxford Asset Management
United Kingdom
$484K +$159K +11,128 +43%
SI
25
Sprott Inc
Ontario, Canada
$456K +$501K +34,991 New

PHX Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2019, worth a combined $127M — down 18% from $154M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PHX positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Trigran Investments, adding an estimated $1.27M. The largest seller was Amica Mutual Insurance, cutting an estimated $2.24M.

  • 66 institutional investors held PHX Minerals (PHX) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $127M of PHX Minerals stock for Q2 2019, down 18% quarter-over-quarter.
  • 8 funds opened new PHX Minerals positions in Q2 2019 and 6 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q2 2019 was Trigran Investments, an estimated $1.27M added.
  • The largest PHX Minerals seller in Q2 2019 was Amica Mutual Insurance, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2019.