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PHX

PHX Minerals

Delisted

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

62 hedge funds and large institutions have $24.5M invested in PHX Minerals in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.53% less ownership

Funds ownership: 64.32%55.8% (-8.5%)

10% less funds holding

Funds holding: 6962 (-7)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

37% less capital invested

Capital invested by funds: $38.8M → $24.5M (-$14.3M)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.07M

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
18
Reduced
23
Closed
22
Calls
$2K
Puts
$1.07M
Net Calls
-$1.07M
Net Calls Change
+$427K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$6.32M -$144K -38,434 -2%
EC
2
Edenbrook Capital
New York
$4.38M +$1.4M +374,387 +30%
RR
3
Robotti Robert
$1.97M +$20.8K +5,564 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.91M -$116K -31,105 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.61M -$179K -47,801 -7%
BlackRock
6
BlackRock
New York
$1.19M -$2.78M -743,089 -63%
DGI
7
Disciplined Growth Investors
Minnesota
$812K -$40.2K -10,766 -3%
Wells Fargo
8
Wells Fargo
California
$710K +$279K +74,592 +39%
Parallax Volatility Advisers
9
Parallax Volatility Advisers
California
$645K +$362K +96,738 +67%
RC
10
RBF Capital
California
$536K +$748K +200,000 New
PPA
11
Parametric Portfolio Associates
Washington
$332K -$1.28M -341,253 -73%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$327K -$340K -91,085 -43%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$279K -$10.5K -2,801 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$267K +$373K +99,693 New
Millennium Management
15
Millennium Management
New York
$266K +$294K +78,642 +380%
Two Sigma Investments
16
Two Sigma Investments
New York
$259K +$153K +40,928 +73%
BCM
17
Bridgeway Capital Management
Texas
$226K +$315K +84,300 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$225K -$218K -58,426 -41%
Goldman Sachs
19
Goldman Sachs
New York
$211K +$73.2K +19,593 +33%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$192K +$83K +22,200 +45%
Northern Trust
21
Northern Trust
Illinois
$187K -$624K -167,001 -71%
Jane Street
22
Jane Street
New York
$173K +$241K +64,418 New
Marshall Wace
23
Marshall Wace
United Kingdom
$150K
Squarepoint
24
Squarepoint
New York
$125K +$175K +46,784 New
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$112K +$157K +41,912 New

PHX Hedge Fund Activity: Q2 2020 in Review

62 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2020, worth a combined $24.5M — down 37% from $38.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PHX and 15 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Edenbrook Capital, adding an estimated $1.4M. The largest seller was BlackRock, cutting an estimated $2.78M.

  • 62 institutional investors held PHX Minerals (PHX) as of Q2 2020, down from 69 in Q1 2020.
  • Funds reported $24.5M of PHX Minerals stock for Q2 2020, down 37% quarter-over-quarter.
  • 15 funds opened new PHX Minerals positions in Q2 2020 and 22 closed out, a net change of -7 holders.
  • The largest PHX Minerals buyer in Q2 2020 was Edenbrook Capital, an estimated $1.4M added.
  • The largest PHX Minerals seller in Q2 2020 was BlackRock, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2020.