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PHX

PHX Minerals
PHX

Delisted

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

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65 hedge funds and large institutions have $55.3M invested in PHX Minerals in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

16% more funds holding

Funds holding: 56 → 65 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.63% less ownership

Funds ownership: 37.55% → 36.92% (-0.63%)

2% less capital invested

Capital invested by funds: $56.3M → $55.3M (-$998K)

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
23
Reduced
13
Closed
2
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
-$27K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.53M
2
Jane Street
Jane Street
New York
+$297K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$263K
4
Squarepoint
Squarepoint
New York
+$206K
5
ACG
Aventail Capital Group
New York
+$168K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$3.43M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$291K
3
Morgan Stanley
Morgan Stanley
New York
-$212K
4
Citadel Advisors
Citadel Advisors
Florida
-$92.4K
5
Barclays
Barclays
United Kingdom
-$31K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
Edenbrook Capital
New York
$14.2M +$112K +28,075 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.3M +$134K +33,777 +2%
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.25M -$3.43M -861,650 -35%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.66M – – –
RC
5
RBF Capital
California
$2.25M – – –
AA
6
Ancora Advisors
Ohio
$1.84M -$24.3K -6,117 -1%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$1.84M +$62K +15,591 +3%
BCM
8
Bridgeway Capital Management
Texas
$1.68M +$55.5K +13,956 +3%
BlackRock
9
BlackRock
New York
$1.67M +$55.3K +13,891 +3%
Millennium Management
10
Millennium Management
New York
$1.52M +$1.53M +385,160 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.2M +$31.9K +8,023 +3%
THC
12
Truffle Hound Capital
Maryland
$1.15M – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$946K +$263K +66,183 +38%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$899K -$25K -6,289 -3%
EF
15
Empowered Funds
Pennsylvania
$571K +$37.2K +9,356 +7%
Jane Street
16
Jane Street
New York
$473K +$297K +74,667 +165%
Wells Fargo
17
Wells Fargo
California
$451K -$5.75K -1,444 -1%
State Street
18
State Street
Massachusetts
$398K +$4.18K +1,050 +1%
Morgan Stanley
19
Morgan Stanley
New York
$371K -$212K -53,170 -36%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$290K +$82.2K +20,665 +39%
Northern Trust
21
Northern Trust
Illinois
$278K -$15.3K -3,835 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$246K – – –
RCM
23
Requisite Capital Management
Texas
$231K – – –
Goldman Sachs
24
Goldman Sachs
New York
$214K +$149K +37,537 +226%
American Century Companies
25
American Century Companies
Missouri
$208K – – –
1
2 3

PHX Hedge Fund Activity: Q1 2025 in Review

65 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PHX Minerals (PHX) for Q1 2025, worth a combined $55.3M — down 1.8% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PHX positions and 2 closed out — a net gain of 9 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.53M. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.43M.

  • 65 institutional investors held PHX Minerals (PHX) as of Q1 2025, up from 56 in Q4 2024.
  • Funds reported $55.3M of PHX Minerals stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 11 funds opened new PHX Minerals positions in Q1 2025 and 2 closed out, a net change of +9 holders.
  • The largest PHX Minerals buyer in Q1 2025 was Millennium Management, an estimated $1.53M added.
  • The largest PHX Minerals seller in Q1 2025 was Punch & Associates Investment Management, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2025.