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Barnwell Industries

21 hedge funds and large institutions have $3.18M invested in Barnwell Industries in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $3.06M → $3.18M (+$112K)

0.53% more ownership

Funds ownership: 12.94%13.47% (+0.53%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
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
$836K +$17.7K +6,612 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$820K
BCM
3
Bridgeway Capital Management
Texas
$419K +$9.17K +3,420 +2%
BlackRock
4
BlackRock
New York
$160K
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$147K
UBS Group
6
UBS Group
Switzerland
$134K +$153K +57,108 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$130K -$26.4K -9,845 -15%
EF
8
Empowered Funds
Pennsylvania
$112K +$9.17K +3,420 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$96.6K +$3.81K +1,421 +4%
ISL
10
Ingalls & Snyder LLC
New York
$71K
Citadel Advisors
11
Citadel Advisors
Florida
$69.1K +$50.6K +18,893 +180%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$43K
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$37K -$67.5K -25,190 -61%
Northern Trust
14
Northern Trust
Illinois
$34.9K -$499 -186 -1%
State Street
15
State Street
Massachusetts
$32K
LPL Financial
16
LPL Financial
California
$24K +$531 +198 +2%
Morgan Stanley
17
Morgan Stanley
New York
$9.22K
TRCT
18
Tower Research Capital (TRC)
New York
$475 -$5.53K -2,061 -91%
Bank of America
19
Bank of America
North Carolina
$96 +$110 +41 New
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$36
JP Morgan Chase
21
JP Morgan Chase
New York
$19 -$8 -3 -27%
CSC
22
Caldwell Sutter Capital
California
-$1.07K -454 Closed
Wells Fargo
23
Wells Fargo
California
-$92 -39 Closed

BRN Hedge Fund Activity: Q2 2024 in Review

21 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in Barnwell Industries (BRN) for Q2 2024, worth a combined $3.18M — up 3.7% from $3.06M a quarter earlier.

Fund positioning in BRN was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $153K. The largest seller was Acadian Asset Management, cutting an estimated $67.5K.

  • 21 institutional investors held Barnwell Industries (BRN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $3.18M of Barnwell Industries stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 2 funds opened new Barnwell Industries positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest Barnwell Industries buyer in Q2 2024 was UBS Group, an estimated $153K added.
  • The largest Barnwell Industries seller in Q2 2024 was Acadian Asset Management, an estimated $67.5K sold.

Based on aggregated 13F filings for Q2 2024.