PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
63 hedge funds and large institutions have $110M invested in PHX Minerals in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
5% more funds holding
Funds holding: 60 → 63 (+3)
0.3% more ownership
Funds ownership: 59.9% → 60.2% (+0.3%)
20% less capital invested
Capital invested by funds: $137M → $110M (-$27.5M)
80% less call options, than puts
Call options by funds: $1K | Put options by funds: $5K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$507K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$382K |
| 3 |
JP Morgan Chase
New York
|
+$324K |
| 4 |
Bank of New York Mellon
New York
|
+$267K |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$819K |
| 2 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$809K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$558K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$216K |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$212K |
PHX Hedge Fund Activity: Q4 2019 in Review
63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2019, worth a combined $110M — down 20% from $137M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PHX positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Vanguard Group, adding an estimated $507K. The largest seller was Punch & Associates Investment Management, cutting an estimated $819K.
- 63 institutional investors held PHX Minerals (PHX) as of Q4 2019, up from 60 in Q3 2019.
- Funds reported $110M of PHX Minerals stock for Q4 2019, down 20% quarter-over-quarter.
- 7 funds opened new PHX Minerals positions in Q4 2019 and 4 closed out, a net change of +3 holders.
- The largest PHX Minerals buyer in Q4 2019 was Vanguard Group, an estimated $507K added.
- The largest PHX Minerals seller in Q4 2019 was Punch & Associates Investment Management, an estimated $819K sold.
Based on aggregated 13F filings for Q4 2019.