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Dorchester Minerals

113 hedge funds and large institutions have $237M invested in Dorchester Minerals in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $8.22M | Put options by funds: $1.81M

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 106113 (+7)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

0.06% less ownership

Funds ownership: 20.7%20.63% (-0.06%)

1% less capital invested

Capital invested by funds: $240M → $237M (-$2.6M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
23
Reduced
23
Closed
8
Calls
$8.22M
Puts
$1.81M
Net Calls
+$6.41M
Net Calls Change
-$841K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
51
First Manhattan
New York
$470K +$461K +15,700 New
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$462K
Brown Advisory
53
Brown Advisory
Maryland
$443K
PM
54
Penbrook Management
New York
$419K
GCP
55
GSA Capital Partners
United Kingdom
$394K +$386K +13,145 New
TPCM
56
Templeton & Phillips Capital Management
Tennessee
$373K
SCP
57
Syntal Capital Partners
Texas
$353K +$7.34K +250 +3%
HIP
58
HUB Investment Partners
Texas
$353K -$294 -10 -0.1%
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$348K +$340K +11,599 New
CMI
60
Clare Market Investments
Texas
$345K +$8.81K +300 +3%
TCOV
61
Trust Company of Vermont
Vermont
$342K
Creative Planning
62
Creative Planning
Kansas
$342K +$5.43K +185 +2%
FT
63
Fiduciary Trust
Massachusetts
$337K
EFS
64
Essex Financial Services
Connecticut
$337K
PAG
65
Private Advisory Group
Washington
$336K
AA
66
ALPS Advisors
Colorado
$328K
Northern Trust
67
Northern Trust
Illinois
$309K -$29.4K -1,000 -9%
HCM
68
Howland Capital Management
Massachusetts
$307K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$294K +$50K +1,705 +21%
ISL
70
Ingalls & Snyder LLC
New York
$282K
CF
71
Clarity Financial
Texas
$278K +$272K +9,276 New
JMPWA
72
JP Morgan Private Wealth Advisors
California
$275K -$1.44M -49,200 -84%
VF
73
Virtu Financial
New York
$265K +$260K +8,843 New
BTWM
74
Baker Tilly Wealth Management
Wisconsin
$255K
V
75
Veritable
Delaware
$254K +$249K +8,480 New