We are live on ! Find out more
PHX

PHX Minerals

Delisted

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

56 hedge funds and large institutions have $41.4M invested in PHX Minerals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $254K | Put options by funds: $125K

5% more capital invested

Capital invested by funds: $39.6M → $41.4M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less funds holding

Funds holding: 5756 (-1)

1.86% less ownership

Funds ownership: 36.94%35.08% (-1.9%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% 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
7
Increased
18
Reduced
18
Closed
8
Calls
$254K
Puts
$125K
Net Calls
+$129K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$17M +$409K +127,024 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.95M +$36.7K +11,400 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.91M +$664K +205,951 +30%
RC
4
RBF Capital
California
$2.1M
Morgan Stanley
5
Morgan Stanley
New York
$1.77M +$791K +245,509 +82%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.38M -$166K -51,433 -11%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$1.26M -$176K -54,648 -12%
BlackRock
8
BlackRock
New York
$1.18M -$184K -57,130 -14%
ICM
9
Invenomic Capital Management
Massachusetts
$1.15M -$32.5K -10,093 -3%
PAIM
10
Punch & Associates Investment Management
Minnesota
$1.14M +$245K +75,930 +28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$797K +$25.5K +7,924 +3%
BCM
12
Bridgeway Capital Management
Texas
$701K +$77K +23,880 +12%
Millennium Management
13
Millennium Management
New York
$669K -$389K -120,706 -37%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$661K +$318K +98,800 +94%
Two Sigma Investments
15
Two Sigma Investments
New York
$544K -$246K -76,255 -31%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$429K +$1.3K +405 +0.3%
RR
17
Robotti Robert
$418K
Wells Fargo
18
Wells Fargo
California
$388K -$3.28K -1,019 -0.8%
Marshall Wace
19
Marshall Wace
United Kingdom
$362K -$289K -89,683 -44%
Citadel Advisors
20
Citadel Advisors
Florida
$353K -$361K -111,982 -51%
State Street
21
State Street
Massachusetts
$313K
Northern Trust
22
Northern Trust
Illinois
$208K -$15.6K -4,853 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$201K +$52.3K +16,239 +35%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$130K
Stifel Financial
25
Stifel Financial
Missouri
$116K +$10.5K +3,250 +10%

PHX Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q3 2022, worth a combined $41.4M — up 4.7% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PHX and 7 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $791K. The largest seller was EAM Investors, exiting entirely with an estimated $1.1M sold.

  • 56 institutional investors held PHX Minerals (PHX) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $41.4M of PHX Minerals stock for Q3 2022, up 4.7% quarter-over-quarter.
  • 7 funds opened new PHX Minerals positions in Q3 2022 and 8 closed out, a net change of -1 holder.
  • The largest PHX Minerals buyer in Q3 2022 was Morgan Stanley, an estimated $791K added.
  • The largest PHX Minerals seller in Q3 2022 was EAM Investors, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2022.