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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
AWE
51
Avidian Wealth Enterprises
Texas
$394K +$96.3K +3,348 +34%
TPCM
52
Templeton & Phillips Capital Management
Tennessee
$373K +$358K +12,455 New
Northern Trust
53
Northern Trust
Illinois
$361K -$28.8K -1,000 -8%
Osaic Holdings
54
Osaic Holdings
Arizona
$358K +$7.22K +251 +2%
HIP
55
HUB Investment Partners
Texas
$352K +$339K +11,773 New
GCP
56
GSA Capital Partners
United Kingdom
$352K -$165K -5,730 -33%
TCOV
57
Trust Company of Vermont
Vermont
$342K
FT
58
Fiduciary Trust
Massachusetts
$337K
EFS
59
Essex Financial Services
Connecticut
$336K
PAG
60
Private Advisory Group
Washington
$335K
AA
61
ALPS Advisors
Colorado
$332K -$1.58K -55 -0.5%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$299K -$40.7K -1,415 -12%
ISL
63
Ingalls & Snyder LLC
New York
$281K
CF
64
Clarity Financial
Texas
$278K +$267K +9,276 New
RR
65
Robotti Robert
$270K
GWM
66
Geneos Wealth Management
Colorado
$262K -$36K -1,250 -13%
BTWM
67
Baker Tilly Wealth Management
Wisconsin
$254K
TC
68
TownSquare Capital
Utah
$254K
CIA
69
Choate Investment Advisors
Massachusetts
$252K
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$236K +$227K +7,900 New
STB
71
S&T Bank
Pennsylvania
$218K +$210K +7,300 New
AIA
72
Arrow Investment Advisors
Maryland
$214K -$35.9K -1,247 -15%
OIA
73
OneDigital Investment Advisors
Kansas
$212K +$203K +7,070 New
OC
74
Oppenheimer & Co
New York
$210K +$201K +7,000 New
VI
75
Vestcor Inc
New Brunswick, Canada
$200K +$193K +6,695 New

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.