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PHX Minerals (PHX) Institutional Ownership

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$3.92 -0.04 (-0.89%)
As of 11:19 AM Eastern
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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)
20
Total
Institutional Inflows
(last 12 months)
$3.99M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.26M
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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
4/23/2025 Oppenheimer Asset Management Inc.19,674$78K0.0%+33.5%0.052%
2/28/2025Total Wealth Planning & Management Inc.18,100$72K0.1%N/A0.048%
2/17/2025Bridgeway Capital Management LLC411,444$1.65M0.0%+2.4%1.098%
2/17/2025Balyasny Asset Management L.P.21,387$86K0.0%N/A0.057%
2/17/2025Bank of America Corp DE35,636$143K0.0%+14.3%0.095%
2/17/2025Ancora Advisors LLC471,544$1.89M0.0%-4.7%1.258%
2/14/2025Jane Street Group LLC45,162$181K0.0%N/A0.120%
2/14/2025Schonfeld Strategic Advisors LLC36,600$146K0.0%N/A0.098%
2/14/2025RBF Capital LLC569,860$2.28M0.1%-11.9%1.520%
2/14/2025Stifel Financial Corp44,300$177K0.0%-5.8%0.118%
2/14/2025Dimensional Fund Advisors LP1,814,060$7.26M0.0%+5.0%4.840%
2/13/2025Cerity Partners LLC24,579$93K0.0%-26.7%0.066%
2/13/2025Russell Investments Group Ltd.449,798$1.80M0.0%-13.3%1.200%
2/12/2025Geode Capital Management LLC295,501$1.18M0.0%-2.3%0.788%
2/12/2025Arrowstreet Capital Limited Partnership52,637$211K0.0%N/A0.140%
2/11/2025Truffle Hound Capital LLC290,000$1.16M0.4%N/A0.774%
2/4/2025Bank of New York Mellon Corp233,967$936K0.0%-17.9%0.624%
2/4/2025Y Intercept Hong Kong Ltd26,470$106K0.0%N/A0.071%
1/28/2025Empowered Funds LLC135,164$541K0.0%+4.9%0.361%
11/19/2024Barclays PLC10,960$37K0.0%N/A0.029%
11/16/2024Geode Capital Management LLC302,568$1.02M0.0%+12.0%0.807%
11/15/2024Barclays PLC10,960$37K0.0%N/A0.029%
11/15/2024Stifel Financial Corp47,050$159K0.0%-39.3%0.126%
11/15/2024Point72 Asia Singapore Pte. Ltd.13,009$44K0.0%N/A0.035%
11/6/2024Empowered Funds LLC128,844$435K0.0%+5.4%0.344%
11/2/2024Mesirow Financial Investment Management Inc.46,972$159K0.0%-17.9%0.125%
10/29/2024James Investment Research Inc.15,500$52K0.0%+40.9%0.041%
8/9/2024Dimensional Fund Advisors LP1,631,869$5.32M0.0%+5.0%4.357%
8/8/2024 Oppenheimer Asset Management Inc.12,288$40K0.0%N/A0.033%
8/1/2024 Ritholtz Wealth Management30,761$100K0.0%+36.5%0.082%
7/26/2024Meixler Investment Management Ltd.17,538$57K0.0%N/A0.047%
5/16/2024Ancora Advisors LLC491,418$1.68M0.0%+52.6%1.312%
5/16/2024Robotti Robert14,356$49K0.0%-42.8%0.038%
5/13/2024O Shaughnessy Asset Management LLC61,538$210K0.0%-25.5%0.164%
5/8/2024Russell Investments Group Ltd.296,934$1.01M0.0%+48.4%0.793%
5/7/2024Empowered Funds LLC113,458$387K0.0%+8.2%0.303%
4/26/2024Mesirow Financial Investment Management Inc.57,068$195K0.0%-23.2%0.152%
4/22/2024 PFG Investments LLC24,151$82K0.0%N/A0.064%
4/19/2024Mesirow Financial Investment Management Inc.57,068$195K1.0%-23.2%0.152%
2/14/2024Invenomic Capital Management LP276,700$891K0.0%-4.2%0.748%
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2/5/2024Victory Capital Management Inc.26,225$84K0.0%N/A0.071%
1/26/2024Cerity Partners LLC24,569$79K0.0%N/A0.066%
1/18/2024 Ritholtz Wealth Management35,438$114K0.0%+220.4%0.096%
11/14/2023Perritt Capital Management Inc.93,115$339K0.2%+10.7%0.252%
11/14/2023Ancora Advisors LLC321,948$1.17M0.0%+1.5%0.870%
11/14/2023O Shaughnessy Asset Management LLC28,614$104K0.0%N/A0.077%
11/13/2023Connor Clark & Lunn Investment Management Ltd.83,461$304K0.0%-10.4%0.226%
11/6/2023Mesirow Financial Investment Management Inc.74,260$270K1.2%N/A0.201%
10/26/2023Punch & Associates Investment Management Inc.1,161,045$4.23M0.3%+16.7%3.138%
10/24/2023Bank 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%
8/14/2023Invenomic Capital Management LP276,396$862K0.0%-19.7%0.747%
8/7/2023Acadian Asset Management LLC12,802$39K0.0%-92.6%0.035%
8/3/2023Atria 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%
5/12/2023Robotti Robert54,593$143K0.0%+10.9%0.150%
5/12/2023Perritt Capital Management Inc.84,143$220K0.1%N/A0.230%
5/11/2023Acadian Asset Management LLC173,143$452K0.0%-50.6%0.474%
5/10/2023Connor 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%
5/9/2023Russell Investments Group Ltd.173,303$454K0.0%N/A0.475%
5/1/2023Virtu Financial LLC19,602$51K0.0%N/A0.054%
3/3/2023Robotti Robert49,236$192K0.0%-61.9%0.135%
2/10/2023Connor Clark & Lunn Investment Management Ltd.143,180$557K0.0%+8.2%0.392%
2/9/2023HighTower Advisors LLC101,005$393K0.0%N/A0.277%
1/30/2023James Investment Research Inc.11,000$43K0.0%N/A0.030%
11/10/2022Edenbrook 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%
11/4/2022Cowa LLC9,030$29K0.0%N/A0.025%
10/6/2022 Founders Capital Management8,000$26K0.0%+60.0%0.022%
8/12/2022PEAK6 Investments LLC14,133$43K0.0%-85.5%0.039%
8/12/2022Edenbrook Capital LLC5,122,071$15.57M4.3%+0.5%14.059%
8/11/2022Cetera Investment Advisers21,144$64K0.0%N/A0.060%
8/10/2022Mackenzie Financial Corp12,290$37K0.0%N/A0.035%
8/8/2022Walleye Capital LLC30,000$91K0.0%N/A0.085%
5/16/2022Robotti Robert129,059$395K0.1%-79.2%0.366%
5/12/2022Connor Clark & Lunn Investment Management Ltd.129,419$396K0.0%+35.9%0.375%
4/22/2022Mraz Amerine & Associates Inc.15,756$48K0.0%N/A0.046%
2/16/2022SG3 Management LLC75,110$163K0.0%-130.3%0.218%
2/11/2022Edenbrook Capital LLC5,094,571$11.06M1.6%+3.3%14.775%
2/10/2022Connor Clark & Lunn Investment Management Ltd.95,243$207K0.0%+40.3%0.276%
11/16/2021Squarepoint Ops LLC55,173$169K0.0%-24.7%0.181%
11/16/2021Two Sigma Advisers LP319,900$979K0.0%+19.1%1.052%
11/16/2021Two Sigma Investments LP230,308$705K0.0%+25.2%0.758%
11/15/2021Marshall Wace LLP106,751$327K0.0%+51.8%0.351%
11/15/2021Dimensional Fund Advisors LP402,180$1.23M0.0%-19.6%1.323%
11/12/2021Renaissance Technologies LLC410,670$1.26M0.0%+2.2%1.351%
11/12/2021Trigran Investments Inc.1,514,597$4.64M0.5%-26.4%4.982%
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11/12/2021Connor Clark & Lunn Investment Management Ltd.67,908$208K0.0%+149.6%0.223%
11/9/2021BlackRock Inc.408,645$1.25M0.0%-1.7%1.344%
8/25/2021Marshall Wace LLP70,321$262K0.0%N/A0.231%
8/17/2021Bridgeway Capital Management LLC172,900$643K0.0%+28.7%0.569%
8/16/2021Squarepoint Ops LLC73,269$273K0.0%+12.3%0.241%
8/16/2021Robotti Robert623,027$2.32M0.6%-1.1%2.049%
8/16/2021Occudo Quantitative Strategies LP43,163$161K0.0%N/A0.142%
8/16/2021Charles Schwab Investment Management Inc.15,433$58K0.0%N/A0.051%
8/16/2021State Street Corp71,103$265K0.0%+476.8%0.234%
8/16/2021Goldman Sachs Group Inc.35,098$131K0.0%+70.5%0.115%
(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, 39 institutional investors and hedge funds held shares of PHX Minerals. The most heavily invested institutionals were Dimensional Fund Advisors LP ($7.26M), Punch & Associates Investment Management Inc. ($4.23M), RBF Capital LLC ($2.28M), Ancora Advisors LLC ($1.89M), Russell Investments Group Ltd. ($1.80M), Bridgeway Capital Management LLC ($1.65M), and Geode Capital Management LLC ($1.18M).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 33 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: Truffle Hound Capital LLC ($290K), Russell Investments Group Ltd. ($270.20K), Ancora Advisors LLC ($174.20K), Punch & Associates Investment Management Inc. ($165.88K), Dimensional Fund Advisors LP ($164.06K), 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 1,908,064 shares in the last 24 months. This purchase volume represents approximately $6.62M in transactions.

Which PHX Minerals major shareholders have been selling company stock?

Of the 14 institutional investors that sold PHX Minerals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Acadian Asset Management LLC ($337.81K), Invenomic Capital Management LP ($80.13K), RBF Capital LLC ($77.28K), Russell Investments Group Ltd. ($69.20K), Bank of New York Mellon Corp ($51.07K), Mesirow Financial Investment Management Inc. ($44.61K), and Connor Clark & Lunn Investment Management Ltd. ($41.24K).

How much institutional selling is happening at PHX Minerals?

Institutional investors have sold a total of 810,747 shares in the last 24 months. This volume of shares sold represents approximately $2.67M in transactions.


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This page (NYSE:PHX) was last updated on 4/25/2025 by MarketBeat.com Staff
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