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PHX

PHX Minerals

Delisted

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

40 hedge funds and large institutions have $20.2M invested in PHX Minerals in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $14M → $20.2M (+$6.2M)

5.18% less ownership

Funds ownership: 44.35%39.17% (-5.2%)

13% less funds holding

Funds holding: 4640 (-6)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

85% less call options, than puts

Call options by funds: $118K | Put options by funds: $812K

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
17
Closed
9
Calls
$118K
Puts
$812K
Net Calls
-$694K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$6M
TI
2
Trigran Investments
Illinois
$5.43M
RR
3
Robotti Robert
$1.43M -$566K -312,204 -33%
RC
4
RBF Capital
California
$1.28M -$16.3K -8,973 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.24M -$2.02K -1,116 -0.2%
BlackRock
6
BlackRock
New York
$1.04M +$20.5K +11,297 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.03M -$260K -143,420 -24%
Renaissance Technologies
8
Renaissance Technologies
New York
$329K +$49.7K +27,400 +24%
Wells Fargo
9
Wells Fargo
California
$300K -$247K -136,085 -51%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$277K
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$239K
BCM
12
Bridgeway Capital Management
Texas
$194K
Parallax Volatility Advisers
13
Parallax Volatility Advisers
California
$194K +$16.3K +9,000 +12%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$161K -$71.7K -39,500 -36%
GCP
15
GSA Capital Partners
United Kingdom
$148K +$28.1K +15,507 +32%
Northern Trust
16
Northern Trust
Illinois
$123K +$7.41K +4,082 +8%
Squarepoint
17
Squarepoint
New York
$113K +$52.6K +29,002 +145%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$111K +$21.6K +11,883 +33%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$95K -$56.9K -31,378 -43%
Two Sigma Investments
20
Two Sigma Investments
New York
$69K -$99.9K -55,045 -65%
GWM
21
Geneos Wealth Management
Colorado
$52K +$30.7K +16,913 New
BFG
22
Barber Financial Group
Kansas
$48K
Simplex Trading
23
Simplex Trading
Illinois
$47K +$24.1K +13,262 +178%
WG
24
Winton Group
United Kingdom
$39K -$38.2K -21,070 -56%
Osaic Holdings
25
Osaic Holdings
Arizona
$34K

PHX Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2020, worth a combined $20.2M — up 44% from $14M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PHX and 3 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 10 added.

The largest buyer was Squarepoint, adding an estimated $52.6K. The largest seller was Robotti Robert, cutting an estimated $566K.

  • 40 institutional investors held PHX Minerals (PHX) as of Q4 2020, down from 46 in Q3 2020.
  • Funds reported $20.2M of PHX Minerals stock for Q4 2020, up 44% quarter-over-quarter.
  • 3 funds opened new PHX Minerals positions in Q4 2020 and 9 closed out, a net change of -6 holders.
  • The largest PHX Minerals buyer in Q4 2020 was Squarepoint, an estimated $52.6K added.
  • The largest PHX Minerals seller in Q4 2020 was Robotti Robert, an estimated $566K sold.

Based on aggregated 13F filings for Q4 2020.