PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
61 hedge funds and large institutions have $137M invested in PHX Minerals in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
8% more capital invested
Capital invested by funds: $127M → $137M (+$10.3M)
1.16% more ownership
Funds ownership: 58.74% → 59.9% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 66 → 61 (-5)
33% less call options, than puts
Call options by funds: $4K | Put options by funds: $6K
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$2.56M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$963K |
| 3 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$542K |
| 4 |
BlackRock
New York
|
+$308K |
| 5 |
Goldman Sachs
New York
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.44M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$1.04M |
| 3 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$500K |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$229K |
| 5 |
Two Sigma Investments
New York
|
-$175K |
PHX Hedge Fund Activity: Q3 2019 in Review
61 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2019, worth a combined $137M — up 8.1% from $127M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PHX and 8 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 22 added.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $2.56M. The largest seller was Vanguard Group, cutting an estimated $1.44M.
- 61 institutional investors held PHX Minerals (PHX) as of Q3 2019, down from 66 in Q2 2019.
- Funds reported $137M of PHX Minerals stock for Q3 2019, up 8.1% quarter-over-quarter.
- 8 funds opened new PHX Minerals positions in Q3 2019 and 13 closed out, a net change of -5 holders.
- The largest PHX Minerals buyer in Q3 2019 was Russell Investments Group, an estimated $2.56M added.
- The largest PHX Minerals seller in Q3 2019 was Vanguard Group, an estimated $1.44M sold.
Based on aggregated 13F filings for Q3 2019.