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PHX

PHX Minerals

Delisted

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

47 hedge funds and large institutions have $33.1M invested in PHX Minerals in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

555% more call options, than puts

Call options by funds: $655K | Put options by funds: $100K

29% more capital invested

Capital invested by funds: $25.8M → $33.1M (+$7.36M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 4747 (0)

4.62% less ownership

Funds ownership: 36.02%31.4% (-4.6%)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
14
Reduced
12
Closed
9
Calls
$655K
Puts
$100K
Net Calls
+$555K
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$15.6M
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.56M -$997K -391,317 -32%
RC
3
RBF Capital
California
$1.96M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.57M +$123K +48,270 +10%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.43M +$70.2K +27,565 +6%
BlackRock
6
BlackRock
New York
$1.27M +$15.4K +6,046 +1%
Morgan Stanley
7
Morgan Stanley
New York
$1.11M +$268K +105,054 +41%
PM
8
Precept Management
Texas
$842K +$701K +275,000 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$821K
Two Sigma Advisers
10
Two Sigma Advisers
New York
$744K +$16.8K +6,600 +3%
BCM
11
Bridgeway Capital Management
Texas
$655K +$182K +71,600 +50%
Two Sigma Investments
12
Two Sigma Investments
New York
$648K +$335K +131,356 +163%
Millennium Management
13
Millennium Management
New York
$453K +$9.39K +3,684 +3%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$396K +$87.1K +34,176 +36%
RR
15
Robotti Robert
$395K -$1.25M -490,118 -79%
Wells Fargo
16
Wells Fargo
California
$366K -$15.4K -6,052 -5%
IB
17
Intrust Bank
Kansas
$310K +$258K +101,344 New
State Street
18
State Street
Massachusetts
$290K +$60.1K +23,603 +33%
Marshall Wace
19
Marshall Wace
United Kingdom
$216K -$63.4K -24,894 -26%
Northern Trust
20
Northern Trust
Illinois
$195K -$1.07K -422 -0.7%
PAIM
21
Punch & Associates Investment Management
Minnesota
$148K +$124K +48,525 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$123K
JP Morgan Chase
23
JP Morgan Chase
New York
$96K +$67.8K +26,606 +541%
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$91K -$5.86K -2,300 -7%
Stifel Financial
25
Stifel Financial
Missouri
$87K

PHX Hedge Fund Activity: Q1 2022 in Review

47 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2022, worth a combined $33.1M — up 29% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PHX positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Precept Management, opening a new position worth an estimated $701K. The largest seller was Trigran Investments, exiting entirely with an estimated $1.92M sold.

  • 47 institutional investors held PHX Minerals (PHX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $33.1M of PHX Minerals stock for Q1 2022, up 29% quarter-over-quarter.
  • 10 funds opened new PHX Minerals positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest PHX Minerals buyer in Q1 2022 was Precept Management, an estimated $701K added.
  • The largest PHX Minerals seller in Q1 2022 was Trigran Investments, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.