Dorchester Minerals
DMLP
77 hedge funds and large institutions have $121M invested in Dorchester Minerals in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
75% more capital inflows, than outflows
Capital inflows: $10.4M | Capital outflows: $5.92M
15% more funds holding
Funds holding: 67 → 77 (+10)
0.5% more ownership
Funds ownership: 12.38% → 12.88% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
52% less call options, than puts
Call options by funds: $250K | Put options by funds: $516K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$2.81M |
| 2 |
Barclays
London,
United Kingdom
|
+$1.85M |
| 3 |
NIM
NXG Investment Management
Dallas,
Texas
|
+$1.36M |
| 4 |
Hamlin Capital Management
New York
|
+$929K |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$925K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$2.62M |
| 2 |
LCM
Lucas Capital Management
Red Bank,
New Jersey
|
-$759K |
| 3 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
-$605K |
| 4 |
Renaissance Technologies
New York
|
-$379K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$280K |
DMLP Hedge Fund Activity: Q2 2014 in Review
77 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Dorchester Minerals (DMLP) for Q2 2014, worth a combined $121M — up 22% from $99.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DMLP positions and 2 closed out — a net gain of 10 holders — while 15 added to existing stakes and 22 trimmed.
The largest buyer was Whetstone Capital Advisors, opening a new position worth an estimated $2.81M. The largest seller was Lafitte Capital Management, exiting entirely with an estimated $2.62M sold.
- 77 institutional investors held Dorchester Minerals (DMLP) as of Q2 2014, up from 67 in Q1 2014.
- Funds reported $121M of Dorchester Minerals stock for Q2 2014, up 22% quarter-over-quarter.
- 12 funds opened new Dorchester Minerals positions in Q2 2014 and 2 closed out, a net change of +10 holders.
- The largest Dorchester Minerals buyer in Q2 2014 was Whetstone Capital Advisors, an estimated $2.81M added.
- The largest Dorchester Minerals seller in Q2 2014 was Lafitte Capital Management, an estimated $2.62M sold.
Based on aggregated 13F filings for Q2 2014.