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PHX

PHX Minerals

Delisted

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

69 hedge funds and large institutions have $38.8M invested in PHX Minerals in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

10% more funds holding

Funds holding: 6369 (+6)

4.13% more ownership

Funds ownership: 60.2%64.32% (+4.1%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

65% less capital invested

Capital invested by funds: $110M → $38.8M (-$71M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.49M

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
21
Reduced
22
Closed
12
Calls
Puts
$1.49M
Net Calls
-$1.49M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$8.85M +$20K +3,000 +0.1%
EC
2
Edenbrook Capital
New York
$4.65M +$8.41M +1,261,215 New
BlackRock
3
BlackRock
New York
$4.38M -$24.3K -3,637 -0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.74M -$124K -18,670 -2%
RR
5
Robotti Robert
$2.7M +$3.77K +565 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.4M +$7.51K +1,126 +0.2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.17M -$1.35M -201,763 -26%
PPA
8
Parametric Portfolio Associates
Washington
$1.72M +$2.32M +347,856 +297%
State Street
9
State Street
Massachusetts
$1.24M +$100K +14,998 +5%
DGI
10
Disciplined Growth Investors
Minnesota
$1.16M -$293K -43,899 -12%
Northern Trust
11
Northern Trust
Illinois
$873K +$53.5K +8,030 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$786K +$116K +17,325 +9%
Wells Fargo
13
Wells Fargo
California
$703K +$159K +23,869 +14%
Parallax Volatility Advisers
14
Parallax Volatility Advisers
California
$532K +$960K +144,039 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$525K -$2.04K -306 -0.2%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$394K -$254K -38,035 -26%
N
17
Nuveen
North Carolina
$224K -$41.2K -6,185 -9%
Goldman Sachs
18
Goldman Sachs
New York
$219K +$243K +36,514 +162%
Marshall Wace
19
Marshall Wace
United Kingdom
$206K +$372K +55,851 New
Two Sigma Investments
20
Two Sigma Investments
New York
$205K +$269K +40,272 +261%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$183K +$330K +49,500 New
NSAM
22
North Star Asset Management
Wisconsin
$150K -$665K -99,688 -71%
JP Morgan Chase
23
JP Morgan Chase
New York
$147K +$68.4K +10,260 +35%
Charles Schwab
24
Charles Schwab
California
$144K
WG
25
Winton Group
United Kingdom
$135K +$124K +18,570 +103%

PHX Hedge Fund Activity: Q1 2020 in Review

69 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2020, worth a combined $38.8M — down 65% from $110M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PHX positions and 12 closed out — a net gain of 7 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Edenbrook Capital, opening a new position worth an estimated $8.41M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $3.88M sold.

  • 69 institutional investors held PHX Minerals (PHX) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $38.8M of PHX Minerals stock for Q1 2020, down 65% quarter-over-quarter.
  • 19 funds opened new PHX Minerals positions in Q1 2020 and 12 closed out, a net change of +7 holders.
  • The largest PHX Minerals buyer in Q1 2020 was Edenbrook Capital, an estimated $8.41M added.
  • The largest PHX Minerals seller in Q1 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2020.