PHX Minerals Inc. (PHX) Bundle
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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