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PHX

PHX Minerals

Delisted

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

42 hedge funds and large institutions have $24.7M invested in PHX Minerals in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $20.2M → $24.7M (+$4.5M)

5% more funds holding

Funds holding: 4042 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.81% less ownership

Funds ownership: 39.17%38.37% (-0.81%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

64% less call options, than puts

Call options by funds: $377K | Put options by funds: $1.04M

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
15
Closed
3
Calls
$377K
Puts
$1.04M
Net Calls
-$668K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$7.73M +$255K +83,372 +3%
TI
2
Trigran Investments
Illinois
$6.21M -$600K -196,094 -8%
RR
3
Robotti Robert
$1.81M +$23.8K +7,785 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.55M
RC
5
RBF Capital
California
$1.54M -$67.3K -22,001 -4%
BlackRock
6
BlackRock
New York
$1.31M +$14.9K +4,875 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.28M -$4.13K -1,349 -0.3%
BCM
8
Bridgeway Capital Management
Texas
$385K +$153K +50,000 +59%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$373K +$28.8K +9,412 +8%
Wells Fargo
10
Wells Fargo
California
$368K -$6.11K -1,998 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$301K -$116K -38,045 -27%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$274K -$25.7K -8,419 -8%
Squarepoint
13
Squarepoint
New York
$187K +$49.8K +16,280 +33%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$175K -$27.8K -9,100 -13%
Northern Trust
15
Northern Trust
Illinois
$142K -$12.6K -4,106 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$114K -$3.6K -1,176 -3%
Parallax Volatility Advisers
17
Parallax Volatility Advisers
California
$112K -$138K -45,166 -54%
Millennium Management
18
Millennium Management
New York
$105K +$76K +24,858 +211%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$91K -$49.8K -16,273 -34%
Two Sigma Investments
20
Two Sigma Investments
New York
$83K -$2.45K -800 -3%
BFG
21
Barber Financial Group
Kansas
$60K
Goldman Sachs
22
Goldman Sachs
New York
$59K +$62.9K +20,580 New
Simplex Trading
23
Simplex Trading
Illinois
$55K -$3.72K -1,216 -6%
WG
24
Winton Group
United Kingdom
$51K +$2.4K +785 +5%
GWM
25
Geneos Wealth Management
Colorado
$48K

PHX Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2021, worth a combined $24.7M — up 22% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PHX positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Edenbrook Capital, adding an estimated $255K. The largest seller was Trigran Investments, cutting an estimated $600K.

  • 42 institutional investors held PHX Minerals (PHX) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $24.7M of PHX Minerals stock for Q1 2021, up 22% quarter-over-quarter.
  • 5 funds opened new PHX Minerals positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q1 2021 was Edenbrook Capital, an estimated $255K added.
  • The largest PHX Minerals seller in Q1 2021 was Trigran Investments, an estimated $600K sold.

Based on aggregated 13F filings for Q1 2021.