/

Macro Radar Buy/Sell Trends Sector Rotation Portfolio Updates Institutions Guru Portfolios Insider Trades Smart Money Form 144 Pre-Sale 13D/13G Ownership 8-K Events Watchlist About Settings Login

/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PHXUSD

PHXUSD 13F Holders & Ownership Data (64 Funds)

Phx Minerals INC

-$976.3K

Net Activity

Institutions Holding

64

Popularity Rank

#5132

Avg Weight

0.09%

Total Value

$53.3M

Ownership Trend

64 institutions currently hold PHXUSD, with 50 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2025)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

50

Key Holders

Key Holders

Top 5 by Value

Edenbrook Capital, LLC

Dimensional Fund Advisors LP

Punch & Associates Investment Management, INC.

Vanguard Group INC

RBF Capital, LLC

Top 5 by Conviction

Edenbrook Capital, LLC

Punch & Associates Investment Management, INC.

Truffle Hound Capital, LLC

RBF Capital, LLC

Total Wealth Planning & Management, Inc.

View all 64 holding institutions

Quarterly Activity

Recent Activity

+$49.3M

Total Buy Value

$4.5M

Total Sell Value

New buy48

Trim5

Add2

Sold out2

50

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PHX MINERALS INC (PHXUSD)?

Major stakeholders currently include Edenbrook Capital, LLC ($14.2M), Dimensional Fund Advisors LP ($7.3M), Punch & Associates Investment Management, INC. ($6.2M). Based on the latest 13F filings, there are a total of 64 tracked investment funds and institutions maintaining positions in PHXUSD.

What is the overall institutional sentiment toward PHXUSD recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $976.3K, driven by 50 managers accumulating shares while 7 reduced their exposure.

Which institutions have been selling or reducing their PHXUSD positions?

In the latest period, 5 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $4.5M.

Are there any notable investors adding PHXUSD to their portfolios?

Yes, buying activity remains notable. 48 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $49.3M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter