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PHX Minerals (PHX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PHX Minerals (NYSE:PHX)

Current
Institutional Ownership
Percentage
38.19%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$2.80M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.03M
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PHX Institutional Buying and Selling by Quarter

PHX Minerals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Ancora Advisors LLC491,418$1.68M0.0%+52.6%1.312%
5/16/2024 Robotti Robert14,356$49K0.0%-42.8%0.038%
5/13/2024 O Shaughnessy Asset Management LLC61,538$210K0.0%-25.5%0.164%
5/8/2024 Russell Investments Group Ltd.296,934$1.01M0.0%+48.4%0.793%
5/7/2024 Empowered Funds LLC113,458$387K0.0%+8.2%0.303%
4/26/2024 Mesirow Financial Investment Management Inc.57,068$195K0.0%-23.2%0.152%
4/22/2024 PFG Investments LLC24,151$82K0.0%N/A0.064%
4/19/2024 Mesirow Financial Investment Management Inc.57,068$195K1.0%-23.2%0.152%
2/14/2024 Invenomic Capital Management LP276,700$891K0.0%-4.2%0.748%
2/5/2024 Victory Capital Management Inc.26,225$84K0.0%N/A0.071%
1/26/2024 Cerity Partners LLC24,569$79K0.0%N/A0.066%
1/18/2024 Ritholtz Wealth Management35,438$114K0.0%+220.4%0.096%
11/14/2023 Perritt Capital Management Inc.93,115$339K0.2%+10.7%0.252%
11/14/2023 Ancora Advisors LLC321,948$1.17M0.0%+1.5%0.870%
11/14/2023 O Shaughnessy Asset Management LLC28,614$104K0.0%N/A0.077%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.83,461$304K0.0%-10.4%0.226%
11/6/2023 Mesirow Financial Investment Management Inc.74,260$270K1.2%N/A0.201%
10/26/2023 Punch & Associates Investment Management Inc.1,161,045$4.23M0.3%+16.7%3.138%
10/24/2023 Bank of New York Mellon Corp281,146$1.02M0.0%+1.5%0.760%
10/13/2023 Ritholtz Wealth Management11,060$40K0.0%N/A0.030%
8/14/2023 Invenomic Capital Management LP276,396$862K0.0%-19.7%0.747%
8/7/2023 Acadian Asset Management LLC12,802$39K0.0%-92.6%0.035%
8/3/2023 Atria Wealth Solutions Inc.10,000$31K0.0%-33.3%0.027%
7/31/2023 Requisite Capital Management LLC58,578$183K0.0%N/A0.158%
7/27/2023EA Series Trust87,733$274K0.0%N/A0.237%
5/12/2023 Robotti Robert54,593$143K0.0%+10.9%0.150%
5/12/2023 Perritt Capital Management Inc.84,143$220K0.1%N/A0.230%
5/11/2023 Acadian Asset Management LLC173,143$452K0.0%-50.6%0.474%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.111,676$293K0.0%-22.0%0.306%
5/9/2023 RFG Advisory LLC35,135$92K0.0%+47.0%0.096%
5/9/2023 Russell Investments Group Ltd.173,303$454K0.0%N/A0.475%
5/1/2023Virtu Financial LLC19,602$51K0.0%N/A0.054%
3/3/2023 Robotti Robert49,236$192K0.0%-61.9%0.135%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.143,180$557K0.0%+8.2%0.392%
2/9/2023 HighTower Advisors LLC101,005$393K0.0%N/A0.277%
1/30/2023 James Investment Research Inc.11,000$43K0.0%N/A0.030%
11/10/2022 Edenbrook Capital LLC5,249,095$17.01M4.4%+2.5%14.408%
11/10/2022 RFG Advisory LLC23,198$95K0.0%N/A0.064%
11/7/2022Virtu Financial LLC15,347$50K0.0%N/A0.042%
11/4/2022 Cowa LLC9,030$29K0.0%N/A0.025%
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10/6/2022 Founders Capital Management8,000$26K0.0%+60.0%0.022%
8/12/2022 PEAK6 Investments LLC14,133$43K0.0%-85.5%0.039%
8/12/2022 Edenbrook Capital LLC5,122,071$15.57M4.3%+0.5%14.059%
8/11/2022 Cetera Investment Advisers21,144$64K0.0%N/A0.060%
8/10/2022 Mackenzie Financial Corp12,290$37K0.0%N/A0.035%
8/8/2022 Walleye Capital LLC30,000$91K0.0%N/A0.085%
5/16/2022 Robotti Robert129,059$395K0.1%-79.2%0.366%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.129,419$396K0.0%+35.9%0.375%
4/22/2022 Mraz Amerine & Associates Inc.15,756$48K0.0%N/A0.046%
2/16/2022SG3 Management LLC75,110$163K0.0%-130.3%0.218%
2/11/2022 Edenbrook Capital LLC5,094,571$11.06M1.6%+3.3%14.775%
2/10/2022 Connor Clark & Lunn Investment Management Ltd.95,243$207K0.0%+40.3%0.276%
11/16/2021 Squarepoint Ops LLC55,173$169K0.0%-24.7%0.181%
11/16/2021 Two Sigma Advisers LP319,900$979K0.0%+19.1%1.052%
11/16/2021 Two Sigma Investments LP230,308$705K0.0%+25.2%0.758%
11/15/2021 Marshall Wace LLP106,751$327K0.0%+51.8%0.351%
11/15/2021 Dimensional Fund Advisors LP402,180$1.23M0.0%-19.6%1.323%
11/12/2021 Renaissance Technologies LLC410,670$1.26M0.0%+2.2%1.351%
11/12/2021 Trigran Investments Inc.1,514,597$4.64M0.5%-26.4%4.982%
11/12/2021 Connor Clark & Lunn Investment Management Ltd.67,908$208K0.0%+149.6%0.223%
11/9/2021 BlackRock Inc.408,645$1.25M0.0%-1.7%1.344%
8/25/2021 Marshall Wace LLP70,321$262K0.0%N/A0.231%
8/17/2021 Bridgeway Capital Management LLC172,900$643K0.0%+28.7%0.569%
8/16/2021 Squarepoint Ops LLC73,269$273K0.0%+12.3%0.241%
8/16/2021 Robotti Robert623,027$2.32M0.6%-1.1%2.049%
8/16/2021 Occudo Quantitative Strategies LP43,163$161K0.0%N/A0.142%
8/16/2021 Charles Schwab Investment Management Inc.15,433$58K0.0%N/A0.051%
8/16/2021 State Street Corp71,103$265K0.0%+476.8%0.234%
8/16/2021 Goldman Sachs Group Inc.35,098$131K0.0%+70.5%0.115%
8/16/2021 Marshall Wace LLP70,321$262K0.0%N/A0.231%
8/13/2021 Renaissance Technologies LLC401,649$1.49M0.0%+282.7%1.321%
8/13/2021 Northern Trust Corp70,424$262K0.0%+42.2%0.232%
8/13/2021 Edenbrook Capital LLC4,425,767$16.46M1.6%+64.3%14.558%
8/13/2021 Jump Financial LLC24,240$90K0.0%N/A0.080%
8/13/2021 Geode Capital Management LLC209,182$778K0.0%+60.8%0.688%
8/13/2021 Vanguard Group Inc.1,150,402$4.28M0.0%+113.3%3.784%
8/12/2021 Trigran Investments Inc.2,058,288$7.66M0.8%-4.9%6.770%
8/12/2021 Dimensional Fund Advisors LP500,001$1.86M0.0%+12.3%1.645%
8/12/2021 Connor Clark & Lunn Investment Management Ltd.27,206$101K0.0%N/A0.089%
8/11/2021Susquehanna Fundamental Investments LLC37,101$138K0.0%N/A0.122%
7/31/2021NEXT Financial Group Inc20,000$74K0.0%N/A0.066%
5/19/2021 Squarepoint Ops LLC65,234$187K0.0%+33.3%0.215%
5/18/2021 Millennium Management LLC36,654$105K0.0%+210.7%0.121%
5/17/2021 Robotti Robert629,927$1.81M0.5%+1.3%2.072%
5/17/2021 Goldman Sachs Group Inc.20,580$59K0.0%N/A0.068%
5/13/2021 Renaissance Technologies LLC104,955$301K0.0%-26.6%0.468%
5/12/2021 Northern Trust Corp49,509$142K0.0%-7.7%0.221%
5/12/2021 Geode Capital Management LLC130,053$373K0.0%+7.8%0.580%
5/11/2021 Trigran Investments Inc.2,163,500$6.21M0.8%-8.3%9.644%
5/7/2021 BlackRock Inc.456,449$1.31M0.0%+1.1%2.035%
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5/7/2021 Cambridge Investment Research Advisors Inc.12,210$35K0.0%N/A0.054%
4/9/2021 Foundations Investment Advisors LLC10,359$30K0.0%N/A0.046%
3/26/2021Susquehanna International Group LLP48,072$111K0.0%+367.2%0.214%
3/8/2021 Dimensional Fund Advisors LP446,706$1.03M0.0%-24.3%1.991%
3/2/2021 RBF Capital LLC557,927$1.28M0.1%-1.6%2.487%
2/25/2021 Dimensional Fund Advisors LP446,706$1.03M0.0%-24.3%1.991%
2/16/2021 Squarepoint Ops LLC48,954$113K0.0%+145.4%0.218%
2/11/2021 RBF Capital LLC557,927$1.28M0.1%-1.6%2.487%
2/11/2021 Northern Trust Corp53,615$123K0.0%+8.2%0.239%
2/10/2021 Renaissance Technologies LLC143,000$329K0.0%+23.7%0.639%
(Data available from 1/1/2016 forward)

PHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHX shares?

During the previous two years, 30 institutional investors and hedge funds held shares of PHX Minerals. The most heavily invested institutionals were Edenbrook Capital LLC ($17.01M), Punch & Associates Investment Management Inc. ($4.23M), Ancora Advisors LLC ($1.68M), Bank of New York Mellon Corp ($1.02M), Russell Investments Group Ltd. ($1.01M), Invenomic Capital Management LP ($891K), and HighTower Advisors LLC ($393K).Learn more on PHX's institutional investors.

What percentage of PHX Minerals stock is owned by institutional investors?

38.19% of PHX Minerals stock is owned by institutional investors. Learn more on PHX's institutional investor holdings.

Which institutional investors have been buying PHX Minerals stock?

Of the 26 institutional investors that purchased PHX Minerals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Russell Investments Group Ltd. ($270.20K), Ancora Advisors LLC ($174.20K), Punch & Associates Investment Management Inc. ($165.88K), Edenbrook Capital LLC ($154.52K), HighTower Advisors LLC ($101.01K), Perritt Capital Management Inc. ($93.12K), and EA Series Trust ($87.73K).

How much institutional buying is happening at PHX Minerals?

Institutional investors have bought a total of 1,503,165 shares in the last 24 months. This purchase volume represents approximately $4.90M in transactions.

Which PHX Minerals major shareholders have been selling company stock?

The following institutional investors have sold PHX Minerals stock in the last 24 months: Acadian Asset Management LLC ($337.81K), Robotti Robert ($90.58K), PEAK6 Investments LLC ($83.67K), Invenomic Capital Management LP ($80.13K), Connor Clark & Lunn Investment Management Ltd. ($41.24K), Mesirow Financial Investment Management Inc. ($34.38K), and O Shaughnessy Asset Management LLC ($21.10K).

How much institutional selling is happening at PHX Minerals?

Institutional investors have sold a total of 693,905 shares in the last 24 months. This volume of shares sold represents approximately $2.14M in transactions.


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This page (NYSE:PHX) was last updated on 5/20/2024 by MarketBeat.com Staff

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