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PHX

PHX Minerals

Delisted

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

46 hedge funds and large institutions have $14M invested in PHX Minerals in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.44% less ownership

Funds ownership: 55.8%44.35% (-11%)

26% less funds holding

Funds holding: 6246 (-16)

43% less capital invested

Capital invested by funds: $24.5M → $14M (-$10.5M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $555K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 16

Holders
46
Holders Change
-16
Holders Change %
-25.81%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
10
Reduced
22
Closed
16
Calls
$4K
Puts
$555K
Net Calls
-$551K
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$3.73M +$2.09M +975,000 +60%
TI
2
Trigran Investments
Illinois
$3.37M
RR
3
Robotti Robert
$1.34M +$424K +198,150 +27%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$844K -$260K -121,257 -17%
RC
5
RBF Capital
California
$810K +$786K +366,900 +183%
Vanguard Group
6
Vanguard Group
Pennsylvania
$773K -$132K -61,630 -10%
BlackRock
7
BlackRock
New York
$630K -$6.41K -2,993 -0.7%
DGI
8
Disciplined Growth Investors
Minnesota
$433K
Wells Fargo
9
Wells Fargo
California
$381K +$3.47K +1,622 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$172K -$3.2K -1,493 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$165K +$34.1K +15,907 +16%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$157K +$81.2K +37,900 +53%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$149K
Two Sigma Investments
14
Two Sigma Investments
New York
$121K -$25.2K -11,771 -12%
BCM
15
Bridgeway Capital Management
Texas
$121K
Parallax Volatility Advisers
16
Parallax Volatility Advisers
California
$108K -$355K -165,602 -69%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$104K -$24.3K -11,358 -14%
Northern Trust
18
Northern Trust
Illinois
$71K -$43.1K -20,111 -29%
GCP
19
GSA Capital Partners
United Kingdom
$70K +$78.9K +36,857 +309%
WG
20
Winton Group
United Kingdom
$54K +$7.02K +3,276 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$52K +$41.7K +19,454 +116%
Jane Street
22
Jane Street
New York
$51K -$61.5K -28,698 -45%
PPA
23
Parametric Portfolio Associates
Washington
$30K -$220K -102,808 -83%
BFG
24
Barber Financial Group
Kansas
$30K
Squarepoint
25
Squarepoint
New York
$29K -$57.5K -26,832 -57%

PHX Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2020, worth a combined $14M — down 43% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PHX and 0 opened new positions — a net loss of 16 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Edenbrook Capital, adding an estimated $2.09M. The largest seller was Parallax Volatility Advisers, cutting an estimated $355K.

  • 46 institutional investors held PHX Minerals (PHX) as of Q3 2020, down from 62 in Q2 2020.
  • Funds reported $14M of PHX Minerals stock for Q3 2020, down 43% quarter-over-quarter.
  • 0 funds opened new PHX Minerals positions in Q3 2020 and 16 closed out, a net change of -16 holders.
  • The largest PHX Minerals buyer in Q3 2020 was Edenbrook Capital, an estimated $2.09M added.
  • The largest PHX Minerals seller in Q3 2020 was Parallax Volatility Advisers, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2020.