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PHX

PHX Minerals

Delisted

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

53 hedge funds and large institutions have $34.5M invested in PHX Minerals in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $179K | Put options by funds: $128K

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more funds holding

Funds holding: 5153 (+2)

2.17% more ownership

Funds ownership: 33.94%36.11% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less capital invested

Capital invested by funds: $48.2M → $34.5M (-$13.7M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
14
Closed
11
Calls
$179K
Puts
$128K
Net Calls
+$51K
Net Calls Change
-$371K

PHX Hedge Fund Activity: Q1 2023 in Review

53 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2023, worth a combined $34.5M — down 28% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHX positions and 11 closed out — a net gain of 2 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $828K. The largest seller was Millennium Management, exiting entirely with an estimated $893K sold.

  • 53 institutional investors held PHX Minerals (PHX) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $34.5M of PHX Minerals stock for Q1 2023, down 28% quarter-over-quarter.
  • 13 funds opened new PHX Minerals positions in Q1 2023 and 11 closed out, a net change of +2 holders.
  • The largest PHX Minerals buyer in Q1 2023 was Ancora Advisors, an estimated $828K added.
  • The largest PHX Minerals seller in Q1 2023 was Millennium Management, an estimated $893K sold.

Based on aggregated 13F filings for Q1 2023.