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Institutional Holders of PHX

There is a long list of 58 institutional holders of PHX within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PHX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PHX table below, the initial column indicates the name of each top institutional holder of PHX, with a link to that fund's top holdings. The next columns indicate the amount of PHX stock held by each of the institutional holders of PHX, followed by the PHX position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $8,850,587 12/31/2023
     Call2,745,884$8,841,745 12/31/2023
     PHX2,745,884$8,842 12/31/2023
Edenbrook Capital LLC3,679,546$11,848 12/31/2023
     PHX3,679,546$11,848 12/31/2023
Dimensional Fund Advisors LP1,517,871$4,888 12/31/2023
     PHX1,517,871$4,888 12/31/2023
Vanguard Group Inc.1,465,106$4,718 12/31/2023
     PHX1,465,106$4,718 12/31/2023
RBF Capital LLC647,135$2,084 12/31/2023
     PHX647,135$2,084 12/31/2023
BlackRock Inc.377,673$1,216 12/31/2023
     PHX377,673$1,216 12/31/2023
Ancora Advisors LLC321,948$1,037 12/31/2023
     PHX321,948$1,037 12/31/2023
Bridgeway Capital Management Inc.311,763$1,004 12/31/2023
     PHX311,763$1,004 12/31/2023
Bank of New York Mellon Corp281,103$959 03/31/2024
     PHX281,103$959 03/31/2024
Invenomic Capital Management LP276,700$891 12/31/2023
     PHX276,700$891 12/31/2023
Geode Capital Management LLC257,834$830 12/31/2023
     PHX257,834$830 12/31/2023
Russell Investments Group Ltd.200,040$644 12/31/2023
     PHX200,040$644 12/31/2023
HighTower Advisors LLC124,815$402 12/31/2023
     PHX124,815$402 12/31/2023
Wells Fargo & Company MN123,707$398 12/31/2023
     PHX123,707$398 12/31/2023
Stifel Financial Corp114,029$367 12/31/2023
     PHX114,029$367 12/31/2023
Perritt Capital Management Inc.106,000$341 12/31/2023
     PHX106,000$341 12/31/2023
Empowered Funds LLC104,883$338 12/31/2023
     PHX104,883$338 12/31/2023
State Street Corp94,106$303 12/31/2023
     PHX94,106$303 12/31/2023
Qube Research & Technologies Ltd92,112$297 12/31/2023
     PHX92,112$297 12/31/2023
Citigroup Inc.84,666$273 12/31/2023
     PHX84,666$273 12/31/2023
O Shaughnessy Asset Management LLC82,634$266 12/31/2023
     PHX82,634$266 12/31/2023
Susquehanna International Group LLP $253 12/31/2023
     PHX67,761$218 12/31/2023
     Call11,000$35 12/31/2023
Northern Trust Corp78,319$252 12/31/2023
     PHX78,319$252 12/31/2023
Requisite Capital Management LLC58,578$200 03/31/2024
     PHX58,578$200 03/31/2024
Royal Bank of Canada62,000$200 12/31/2023
     PHX62,000$200 12/31/2023
Jane Street Group LLC61,980$200 12/31/2023
     PHX61,980$200 12/31/2023
Mesirow Financial Investment Management Inc.57,068$195 03/31/2024
     PHX57,068$195 03/31/2024
Connor Clark & Lunn Investment Management Ltd.57,528$185 12/31/2023
     PHX57,528$185 12/31/2023
American Century Companies Inc.52,622$169 12/31/2023
     PHX52,622$169 12/31/2023
Morgan Stanley36,048$116 12/31/2023
     PHX36,048$116 12/31/2023
Bank of America Corp DE34,314$110 12/31/2023
     PHX34,314$110 12/31/2023
PFG Investments LLC24,151$82 03/31/2024
     PHX24,151$82 03/31/2024
Robotti Robert25,113$81 12/31/2023
     PHX25,113$81 12/31/2023
Cerity Partners LLC24,569$79 12/31/2023
     PHX24,569$79 12/31/2023
Ritholtz Wealth Management22,541$77 03/31/2024
     PHX22,541$77 03/31/2024
Modern Wealth Management LLC21,000$68 12/31/2023
     PHX21,000$68 12/31/2023
ExodusPoint Capital Management LP19,491$63 12/31/2023
     PHX19,491$63 12/31/2023
Charles Schwab Investment Management Inc.18,580$60 12/31/2023
     PHX18,580$60 12/31/2023
UBS Group AG16,501$53 12/31/2023
     PHX16,501$53 12/31/2023
Y Intercept Hong Kong Ltd16,590$53 12/31/2023
     PHX16,590$53 12/31/2023
Mraz Amerine & Associates Inc.14,544$47 12/31/2023
     PHX14,544$47 12/31/2023
Squarepoint Ops LLC14,515$47 12/31/2023
     PHX14,515$47 12/31/2023
James Investment Research Inc.11,000$38 03/31/2024
     PHX11,000$38 03/31/2024
Cambridge Investment Research Advisors Inc.11,170$38 03/31/2024
     PHX11,170$38 03/31/2024
LPL Financial LLC11,038$36 12/31/2023
     PHX11,038$36 12/31/2023
GWM Advisors LLC11,353$36 12/31/2023
     PHX11,353$36 12/31/2023
JPMorgan Chase & Co.9,934$32 12/31/2023
     PHX9,934$32 12/31/2023
Atria Wealth Solutions Inc.10,000$32 12/31/2023
     PHX10,000$32 12/31/2023
Advisor Group Holdings Inc.9,000$29 12/31/2023
     PHX9,000$29 12/31/2023
Founders Capital Management8,000$27 03/31/2024
     PHX8,000$27 03/31/2024

See All: Funds Holding PHX
See Details: Top 10 Hedge Funds Holding PHX
Also See: PHX Insider Buying
Also See: PHX Holdings Changes

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