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Barnwell Industries

25 hedge funds and large institutions have $3.41M invested in Barnwell Industries in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.34M → $3.41M (+$77.5K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.79% less ownership

Funds ownership: 15.23%13.44% (-1.8%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$908K -$75.1K -27,800 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$874K +$15.9K +5,870 +2%
BCM
3
Bridgeway Capital Management
Texas
$421K +$3.18K +1,178 +0.7%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$193K -$235K -86,823 -53%
BlackRock
5
BlackRock
New York
$174K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$148K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$120K -$39.8K -14,722 -24%
EST
8
EA Series Trust
Pennsylvania
$87.7K +$92.9K +34,373 New
EF
9
Empowered Funds
Pennsylvania
$87.7K +$92.9K +34,373 New
ISL
10
Ingalls & Snyder LLC
New York
$78K -$541 -200 -0.7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$51.9K -$37.5K -13,870 -41%
State Street
12
State Street
Massachusetts
$48.7K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$47K
Northern Trust
14
Northern Trust
Illinois
$45.1K
Citadel Advisors
15
Citadel Advisors
Florida
$39K -$11.8K -4,381 -22%
AF
16
Apexium Financial
Texas
$31K
LPL Financial
17
LPL Financial
California
$25.5K
Osaic Holdings
18
Osaic Holdings
Arizona
$18.1K -$2.43K -900 -11%
Morgan Stanley
19
Morgan Stanley
New York
$10K
EARNEST Partners
20
EARNEST Partners
Georgia
$2.55K
TRCT
21
Tower Research Capital (TRC)
New York
$1.84K +$849 +314 +77%
CSC
22
Caldwell Sutter Capital
California
$1.16K
NSG
23
Nalls Sherbakoff Group
Tennessee
$828
Wells Fargo
24
Wells Fargo
California
$99 +$5 +2 +5%
SV
25
Stilwell Value
New York
-$220K -100,000 Closed

BRN Hedge Fund Activity: Q2 2023 in Review

25 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Barnwell Industries (BRN) for Q2 2023, worth a combined $3.41M — up 2.3% from $3.34M a quarter earlier.

Fund positioning in BRN was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $92.9K. The largest seller was Acadian Asset Management, cutting an estimated $235K.

  • 25 institutional investors held Barnwell Industries (BRN) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $3.41M of Barnwell Industries stock for Q2 2023, up 2.3% quarter-over-quarter.
  • 2 funds opened new Barnwell Industries positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest Barnwell Industries buyer in Q2 2023 was Empowered Funds, an estimated $92.9K added.
  • The largest Barnwell Industries seller in Q2 2023 was Acadian Asset Management, an estimated $235K sold.

Based on aggregated 13F filings for Q2 2023.