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PHX

PHX Minerals

Delisted

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

45 hedge funds and large institutions have $45.7M invested in PHX Minerals in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

85% more capital invested

Capital invested by funds: $24.7M → $45.7M (+$21M)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more funds holding

Funds holding: 4245 (+3)

2.06% more ownership

Funds ownership: 38.37%40.42% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less call options, than puts

Call options by funds: $659K | Put options by funds: $1.81M

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
7
Closed
7
Calls
$659K
Puts
$1.81M
Net Calls
-$1.15M
Net Calls Change
-$485K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$16.5M +$5.26M +1,731,793 +64%
TI
2
Trigran Investments
Illinois
$7.66M -$319K -105,212 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.28M +$1.86M +611,151 +113%
RC
4
RBF Capital
California
$2.58M +$482K +158,885 +30%
RR
5
Robotti Robert
$2.32M -$21K -6,900 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.86M +$166K +54,644 +12%
BlackRock
7
BlackRock
New York
$1.55M -$124K -40,755 -9%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.49M +$901K +296,694 +283%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$999K +$630K +207,500 +340%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$778K +$240K +79,129 +61%
Two Sigma Investments
11
Two Sigma Investments
New York
$684K +$471K +154,997 +534%
BCM
12
Bridgeway Capital Management
Texas
$643K +$117K +38,600 +29%
Wells Fargo
13
Wells Fargo
California
$479K +$753 +248 +0.2%
SM
14
SG3 Management
Puerto Rico
$433K +$354K +116,481 New
Citadel Advisors
15
Citadel Advisors
Florida
$299K +$244K +80,372 New
Squarepoint
16
Squarepoint
New York
$273K +$24.4K +8,035 +12%
State Street
17
State Street
Massachusetts
$265K +$178K +58,775 +477%
Northern Trust
18
Northern Trust
Illinois
$262K +$63.5K +20,915 +42%
Marshall Wace
19
Marshall Wace
United Kingdom
$262K +$214K +70,321 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$249K +$107K +35,209 +111%
Millennium Management
21
Millennium Management
New York
$177K +$33.4K +11,002 +30%
OQS
22
Occudo Quantitative Strategies
Florida
$161K +$131K +43,163 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$149K
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$138K +$113K +37,101 New
Group One Trading
25
Group One Trading
Illinois
$134K +$109K +36,017 New

PHX Hedge Fund Activity: Q2 2021 in Review

45 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2021, worth a combined $45.7M — up 85% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHX positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was Edenbrook Capital, adding an estimated $5.26M. The largest seller was Trigran Investments, cutting an estimated $319K.

  • 45 institutional investors held PHX Minerals (PHX) as of Q2 2021, up from 42 in Q1 2021.
  • Funds reported $45.7M of PHX Minerals stock for Q2 2021, up 85% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q2 2021 and 7 closed out, a net change of +3 holders.
  • The largest PHX Minerals buyer in Q2 2021 was Edenbrook Capital, an estimated $5.26M added.
  • The largest PHX Minerals seller in Q2 2021 was Trigran Investments, an estimated $319K sold.

Based on aggregated 13F filings for Q2 2021.