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Barnwell Industries

24 hedge funds and large institutions have $3.15M invested in Barnwell Industries in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.37% less ownership

Funds ownership: 13.35%12.98% (-0.37%)

10% less capital invested

Capital invested by funds: $3.51M → $3.15M (-$360K)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$868K -$31.1K -12,508 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$848K +$9.66K +3,882 +1%
BCM
3
Bridgeway Capital Management
Texas
$417K +$9.08K +3,648 +2%
BlackRock
4
BlackRock
New York
$166K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$157K -$7.91K -3,176 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$152K +$11.4K +4,591 +8%
EF
7
Empowered Funds
Pennsylvania
$99.7K +$9.08K +3,648 +10%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$99K -$75.9K -30,499 -43%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$96.4K
ISL
10
Ingalls & Snyder LLC
New York
$74K
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$45K
Northern Trust
12
Northern Trust
Illinois
$36.7K -$5.71K -2,293 -13%
State Street
13
State Street
Massachusetts
$33.1K
LPL Financial
14
LPL Financial
California
$24.3K
Morgan Stanley
15
Morgan Stanley
New York
$19.1K +$9.77K +3,924 +100%
TRCT
16
Tower Research Capital (TRC)
New York
$6.43K +$1.07K +430 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.59K -$7.22K -2,900 -56%
UBS Group
18
UBS Group
Switzerland
$5.14K +$5.24K +2,105 +17,542%
CSC
19
Caldwell Sutter Capital
California
$1.1K
NSG
20
Nalls Sherbakoff Group
Tennessee
$729
Wells Fargo
21
Wells Fargo
California
$92 +$5 +2 +6%
AssetMark Inc
22
AssetMark Inc
California
$49 +$50 +20 New
JP Morgan Chase
23
JP Morgan Chase
New York
$22 +$7 +3 +50%
Bank of America
24
Bank of America
North Carolina
$5 -$14.9K -5,998 -100%
EARNEST Partners
25
EARNEST Partners
Georgia
-$2.63K -1,000 Closed

BRN Hedge Fund Activity: Q4 2023 in Review

24 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Barnwell Industries (BRN) for Q4 2023, worth a combined $3.15M — down 10% from $3.51M a quarter earlier.

Fund positioning in BRN was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $11.4K. The largest seller was Acadian Asset Management, cutting an estimated $75.9K.

  • 24 institutional investors held Barnwell Industries (BRN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $3.15M of Barnwell Industries stock for Q4 2023, down 10% quarter-over-quarter.
  • 1 fund opened new Barnwell Industries positions in Q4 2023 and 1 closed out, a net change of 0 holders.
  • The largest Barnwell Industries buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $11.4K added.
  • The largest Barnwell Industries seller in Q4 2023 was Acadian Asset Management, an estimated $75.9K sold.

Based on aggregated 13F filings for Q4 2023.