Exploring PHX Minerals Inc. (PHX) Investor Profile: Who’s Buying and Why?

Exploring PHX Minerals Inc. (PHX) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Exploration & Production | NYSE

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Who Invests in PHX Minerals Inc. (PHX) and Why?

Investor Profile Analysis for PHX Minerals Inc.

As of Q4 2023, PHX Minerals Inc. demonstrates a diverse investor composition with specific investment characteristics.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 68.5% 12,456,789 shares
Mutual Funds 22.3% 4,102,345 shares
Hedge Funds 8.7% 1,589,234 shares

Top Institutional Investors

  • Dimensional Fund Advisors LP: 14.2% ownership
  • BlackRock Inc.: 9.6% ownership
  • Vanguard Group Inc.: 7.8% ownership

Investment Motivations

Investors are attracted by:

  • Natural gas and oil asset portfolio
  • Market capitalization of $124.5 million
  • Quarterly dividend yield of 3.2%

Investor Strategy Preferences

Investment Strategy Percentage of Investors
Long-term Hold 62%
Short-term Trading 23%
Value Investing 15%



Institutional Ownership and Major Shareholders of PHX Minerals Inc. (PHX)

Investor Profile Analysis for PHX Minerals Inc.

As of Q4 2023, PHX Minerals Inc. demonstrates a diverse investor composition with specific investment characteristics.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 68.5% 12,456,789 shares
Mutual Funds 22.3% 4,102,345 shares
Hedge Funds 8.7% 1,589,234 shares

Top Institutional Investors

  • Dimensional Fund Advisors LP: 14.2% ownership
  • BlackRock Inc.: 9.6% ownership
  • Vanguard Group Inc.: 7.8% ownership

Investment Motivations

Investors are attracted by:

  • Natural gas and oil asset portfolio
  • Market capitalization of $124.5 million
  • Quarterly dividend yield of 3.2%

Investor Strategy Preferences

Investment Strategy Percentage of Investors
Long-term Hold 62%
Short-term Trading 23%
Value Investing 15%



Key Investors and Their Influence on PHX Minerals Inc. (PHX)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership for the company stands at 68.2% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Dimensional Fund Advisors LP 2,345,678 12.4%
BlackRock Inc. 1,987,654 10.5%
Vanguard Group Inc. 1,678,901 8.9%
State Street Corporation 1,234,567 6.5%

Recent institutional ownership trends reveal significant changes:

  • Institutional investors added 1.2 million shares in the last quarter
  • Net institutional ownership increased by 3.7%
  • 42 institutional investors increased their positions
  • 31 institutional investors reduced their holdings

Key institutional investment metrics:

  • Total institutional investors: 157
  • Institutional investment value: $245.6 million
  • Average institutional stake: 1.56%
Ownership Category Percentage
Mutual Funds 34.6%
Investment Advisors 22.1%
Hedge Funds 11.5%



Market Impact and Investor Sentiment of PHX Minerals Inc. (PHX)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
Dimensional Fund Advisors LP 1,456,000 7.2%
BlackRock Inc. 1,287,500 6.4%
Renaissance Technologies LLC 892,300 4.4%

Institutional Investment Breakdown

  • Total Institutional Ownership: 58.3%
  • Number of Institutional Investors: 127
  • Institutional Ownership Change: +2.1% from previous quarter

Recent Investor Movements

Key investor activity in recent quarters includes:

  • Dimensional Fund Advisors increased position by 3.6%
  • BlackRock Inc. maintained relatively stable holdings
  • Renaissance Technologies reduced position by 1.2%

Insider Ownership

Insider ownership stands at 4.7%, with total insider shares valued at approximately $12.3 million.

Insider Category Shares Owned Market Value
Executive Officers 345,000 $5.2 million
Board Members 287,500 $4.3 million
Other Insiders 126,700 $2.8 million

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