Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PHX MINERALS INC (PHX)

0 + Investors. Track Smart Money conviction in PHX. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — PHX

Based on 63 hedge funds · latest filing: 2025 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PHX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
63 hedge funds hold PHX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

33 buying14 selling
Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 14 were sellers (12 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📈

Growing discovery — still being found

6 → 6 → 8 → 8 → 11 new funds/Q
New funds entering each quarter: 6 → 8 → 8 → 11. A growing number of institutions are discovering PHX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PHX

In 2025 Q1, 33 hedge funds were net buyers of PHX (11 opened a new position, 22 added to an existing one), while 14 reduced or exited (12 trimmed, 2 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: PHX

How many hedge funds hold PHX — quarterly history vs. share price
Quarterly hedge fund ownership of PHX vs. share price

Market Analysis: PHX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PHX
2026 Q1 Stats Unlock in 9 days 0 + Investors

Track Smart Money conviction in PHX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 0 -
13F Shares 0 0 -
Total Value $0 $0 -
New Positions 0 0 -
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHX. Verified SEC 13F-HR filings.

Top 25 institutional holders of PHX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Edenbrook Capital, LLC 4.16% 3,606,085 $14.2M
2 Truffle Hound Capital, LLC 0.41% 290,000 $1.1M
3 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.41% 1,582,234 $6.2M
4 RBF Capital, LLC 0.14% 569,860 $2.3M
5 Total Wealth Planning & Management, Inc. 0.07% 18,100 $71K
6 Requisite Capital Management, LLC 0.05% 58,578 $231K
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% 425,400 $1.7M
8 Ancora Advisors LLC 0.04% 465,427 $1.8M
9 Point72 Asia (Singapore) Pte. Ltd. 0.02% 18,598 $73K
10 ROBOTTI ROBERT 0.01% 17,177 $68K
11 Mraz, Amerine & Associates, Inc. 0.01% 14,299 $57K
12 Y-Intercept (Hong Kong) Ltd 0.01% 31,108 $123K
13 Aventail Capital Group, LP 0.01% 42,300 $167K
14 Empowered Funds, LLC 0.01% 144,520 $571K
15 JAMES INVESTMENT RESEARCH, INC. 0.01% 15,500 $61K
16 Campbell & CO Investment Adviser LLC 0.01% 25,076 $99K
17 Ulland Investment Advisors, LLC 0.01% 2,000 $8K
18 PFG Investments, LLC 0.01% 24,499 $97K
19 Mesirow Financial Investment Management, Inc. 0.00% 47,542 $172K
20 Modern Wealth Management, LLC 0.00% 21,000 $83K
21 Russell Investments Group, Ltd. 0.00% 465,389 $1.8M
22 Jain Global LLC 0.00% 40,450 $160K
23 Schonfeld Strategic Advisors LLC 0.00% 49,368 $195K
24 OPPENHEIMER ASSET MANAGEMENT INC. 0.00% 19,674 $78K
25 MARYLAND CAPITAL ADVISORS INC. 0.00% 500 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PHX MINERALS INC (PHX)

What does the Smart Money Trend signal show for PHX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PHX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PHX?

More buyers than sellers — 70% buying: Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 14 were sellers (12 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.