PHX Minerals
PHX
PHX was delisted on the 20th of June, 2025.
47 hedge funds and large institutions have $25.8M invested in PHX Minerals in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more call options, than puts
Call options by funds: $84K | Put options by funds: $56K
7% more funds holding
Funds holding: 44 → 47 (+3)
2.72% less ownership
Funds ownership: 38.73% → 36.02% (-2.7%)
34% less capital invested
Capital invested by funds: $38.8M → $25.8M (-$13.1M)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Edenbrook Capital
Mt. Kisco,
New York
|
+$454K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$177K |
| 3 |
Renaissance Technologies
New York
|
+$78.1K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$77.3K |
| 5 |
Millennium Management
New York
|
+$61.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$1.78M |
| 2 |
Two Sigma Investments
New York
|
-$424K |
| 3 |
Two Sigma Advisers
New York
|
-$236K |
| 4 |
SM
SG3 Management
Dorado,
Puerto Rico
|
-$218K |
| 5 |
B
Bailard
Foster City,
California
|
-$198K |
PHX Hedge Fund Activity: Q4 2021 in Review
47 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q4 2021, worth a combined $25.8M — down 34% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PHX positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 21 trimmed.
The largest buyer was Edenbrook Capital, adding an estimated $454K. The largest seller was Trigran Investments, cutting an estimated $1.78M.
- 47 institutional investors held PHX Minerals (PHX) as of Q4 2021, up from 44 in Q3 2021.
- Funds reported $25.8M of PHX Minerals stock for Q4 2021, down 34% quarter-over-quarter.
- 6 funds opened new PHX Minerals positions in Q4 2021 and 3 closed out, a net change of +3 holders.
- The largest PHX Minerals buyer in Q4 2021 was Edenbrook Capital, an estimated $454K added.
- The largest PHX Minerals seller in Q4 2021 was Trigran Investments, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2021.