0
+ Investors.
Track Smart Money conviction in PHX.
See who's accumulating, reducing, or initiating positions.
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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
--
Based on -- analysts offering 12-month
price targets for PHX.
Average target -- —
high --,
low --.
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHX.
Verified SEC 13F-HR filings.
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.