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PHX

PHX Minerals

Delisted

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

57 hedge funds and large institutions have $39.6M invested in PHX Minerals in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

144% more call options, than puts

Call options by funds: $195K | Put options by funds: $80K

21% more funds holding

Funds holding: 4757 (+10)

19% more capital invested

Capital invested by funds: $33.1M → $39.6M (+$6.44M)

5.54% more ownership

Funds ownership: 31.4%36.94% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
24
Reduced
5
Closed
6
Calls
$195K
Puts
$80K
Net Calls
+$115K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$15.6M +$96.4K +27,500 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.67M +$1.3M +370,891 +44%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.11M +$629K +179,387 +35%
RC
4
RBF Capital
California
$1.97M
Renaissance Technologies
5
Renaissance Technologies
New York
$1.45M +$35.4K +10,080 +2%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$1.35M +$705K +201,000 +83%
BlackRock
7
BlackRock
New York
$1.27M +$9.94K +2,833 +0.7%
ICM
8
Invenomic Capital Management
Massachusetts
$1.11M +$1.28M +366,064 New
EI
9
EAM Investors
California
$1.1M +$1.27M +362,234 New
Millennium Management
10
Millennium Management
New York
$994K +$627K +178,888 +121%
Morgan Stanley
11
Morgan Stanley
New York
$915K -$214K -61,106 -17%
PAIM
12
Punch & Associates Investment Management
Minnesota
$835K +$793K +226,132 +466%
Two Sigma Investments
13
Two Sigma Investments
New York
$742K +$114K +32,399 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$723K -$106K -30,344 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$671K +$728K +207,648 +1,569%
Marshall Wace
16
Marshall Wace
United Kingdom
$613K +$459K +130,866 +185%
BCM
17
Bridgeway Capital Management
Texas
$585K -$75.7K -21,600 -10%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$401K +$8.7K +2,482 +2%
RR
19
Robotti Robert
$392K
Wells Fargo
20
Wells Fargo
California
$367K +$3.58K +1,020 +0.9%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$321K +$370K +105,624 New
State Street
22
State Street
Massachusetts
$294K +$6.66K +1,900 +2%
Northern Trust
23
Northern Trust
Illinois
$210K +$18.5K +5,262 +8%
Goldman Sachs
24
Goldman Sachs
New York
$146K +$130K +37,060 +338%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$140K +$88.3K +25,184 +122%

PHX Hedge Fund Activity: Q2 2022 in Review

57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q2 2022, worth a combined $39.6M — up 19% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PHX positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.3M. The largest seller was Precept Management, exiting entirely with an estimated $842K sold.

  • 57 institutional investors held PHX Minerals (PHX) as of Q2 2022, up from 47 in Q1 2022.
  • Funds reported $39.6M of PHX Minerals stock for Q2 2022, up 19% quarter-over-quarter.
  • 17 funds opened new PHX Minerals positions in Q2 2022 and 6 closed out, a net change of +11 holders.
  • The largest PHX Minerals buyer in Q2 2022 was Vanguard Group, an estimated $1.3M added.
  • The largest PHX Minerals seller in Q2 2022 was Precept Management, an estimated $842K sold.

Based on aggregated 13F filings for Q2 2022.