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Dorchester Minerals

109 hedge funds and large institutions have $226M invested in Dorchester Minerals in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 2

417% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $2.23M

25% more funds holding

Funds holding: 87109 (+22)

23% more capital invested

Capital invested by funds: $183M → $226M (+$42.5M)

0.14% more ownership

Funds ownership: 19.78%19.92% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
26
Increased
22
Reduced
22
Closed
2
Calls
$11.5M
Puts
$2.23M
Net Calls
+$9.27M
Net Calls Change
+$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
26
Howard Financial Services
Texas
$1.03M +$19.2K +669 +2%
IC
27
Inscription Capital
Texas
$1M
LF
28
Lee Financial
Texas
$966K +$128K +4,462 +16%
TYCC
29
Texas Yale Capital Corp
Florida
$832K +$311K +10,800 +64%
TW
30
Towerpoint Wealth
California
$786K +$27.8K +968 +4%
RJA
31
Raymond James & Associates
Florida
$713K +$123K +4,264 +22%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$683K +$25.9K +902 +4%
NCM
33
Northside Capital Management
Oregon
$674K
Geode Capital Management
34
Geode Capital Management
Massachusetts
$649K
UBS Group
35
UBS Group
Switzerland
$640K +$41K +1,424 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$638K -$23.6K -821 -4%
OBGC
37
O'Brien Greene & Co
Pennsylvania
$593K +$570K +19,804 New
BP
38
BBR Partners
New York
$582K
PDM
39
Penn Davis McFarland
Texas
$571K
FCH
40
Freestone Capital Holdings
Washington
$494K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$480K +$116K +4,040 +34%
Wells Fargo
42
Wells Fargo
California
$462K +$34.6K +1,202 +8%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$462K -$14.4K -500 -3%
EHC
44
Everett Harris & Co
California
$452K -$51.8K -1,800 -11%
CI
45
Cavalier Investments
Georgia
$451K +$433K +15,058 New
Brown Advisory
46
Brown Advisory
Maryland
$443K +$426K +14,797 New
GT
47
Glenmede Trust
Pennsylvania
$438K
Creative Planning
48
Creative Planning
Kansas
$423K +$2.88K +100 +0.7%
PM
49
Penbrook Management
New York
$419K
Renaissance Technologies
50
Renaissance Technologies
New York
$410K +$28.8K +1,000 +8%

DMLP Hedge Fund Activity: Q4 2022 in Review

109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dorchester Minerals (DMLP) for Q4 2022, worth a combined $226M — up 23% from $183M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DMLP positions and 2 closed out — a net gain of 24 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Edge Capital Group, opening a new position worth an estimated $5.7M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 109 institutional investors held Dorchester Minerals (DMLP) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $226M of Dorchester Minerals stock for Q4 2022, up 23% quarter-over-quarter.
  • 26 funds opened new Dorchester Minerals positions in Q4 2022 and 2 closed out, a net change of +24 holders.
  • The largest Dorchester Minerals buyer in Q4 2022 was Edge Capital Group, an estimated $5.7M added.
  • The largest Dorchester Minerals seller in Q4 2022 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2022.