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PHX

PHX Minerals

Delisted

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

53 hedge funds and large institutions have $46.2M invested in PHX Minerals in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $45.2M → $46.2M (+$1.07M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.69% less ownership

Funds ownership: 37.9%36.2% (-1.7%)

12% less funds holding

Funds holding: 6053 (-7)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Edenbrook Capital
New York
$11.7M -$813K -260,385 -7%
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.3M -$58.2K -18,654 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.3M +$112K +35,990 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5M
RC
5
RBF Capital
California
$2.21M
AA
6
Ancora Advisors
Ohio
$1.68M +$529K +169,470 +53%
BlackRock
7
BlackRock
New York
$1.28M -$4.32K -1,384 -0.4%
BCM
8
Bridgeway Capital Management
Texas
$1.09M +$26.8K +8,575 +3%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$1.01M +$302K +96,894 +48%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$959K -$11.1K -3,557 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$930K +$639K +204,840 +302%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$879K
Wells Fargo
13
Wells Fargo
California
$457K +$32.3K +10,347 +8%
EF
14
Empowered Funds
Pennsylvania
$387K +$26.8K +8,575 +8%
Stifel Financial
15
Stifel Financial
Missouri
$365K -$21.8K -7,000 -6%
PCM
16
Perritt Capital Management
Illinois
$361K
Jane Street
17
Jane Street
New York
$354K +$131K +41,910 +68%
State Street
18
State Street
Massachusetts
$321K
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$283K -$28.5K -9,132 -10%
Northern Trust
20
Northern Trust
Illinois
$256K -$9.92K -3,177 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$211K
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$210K -$65.8K -21,096 -26%
RCM
23
Requisite Capital Management
Texas
$200K
American Century Companies
24
American Century Companies
Missouri
$179K
Citigroup
25
Citigroup
New York
$176K -$103K -32,962 -39%

PHX Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2024, worth a combined $46.2M — up 2.4% from $45.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHX and 6 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $639K. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $891K sold.

  • 53 institutional investors held PHX Minerals (PHX) as of Q1 2024, down from 60 in Q4 2023.
  • Funds reported $46.2M of PHX Minerals stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 6 funds opened new PHX Minerals positions in Q1 2024 and 13 closed out, a net change of -7 holders.
  • The largest PHX Minerals buyer in Q1 2024 was Susquehanna International Group, an estimated $639K added.
  • The largest PHX Minerals seller in Q1 2024 was Invenomic Capital Management, an estimated $891K sold.

Based on aggregated 13F filings for Q1 2024.