Dorchester Minerals
DMLP
77 hedge funds and large institutions have $129M invested in Dorchester Minerals in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 11 closing their positions.
75% more call options, than puts
Call options by funds: $887K | Put options by funds: $507K
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
1% more funds holding
Funds holding: 76 → 77 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
5% more capital invested
Capital invested by funds: $123M → $129M (+$5.83M)
0.02% more ownership
Funds ownership: 19.09% → 19.11% (+0.02%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.33M |
| 2 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
+$2.48M |
| 3 |
RA
Royce & Associates
New York
|
+$1.88M |
| 4 |
Morgan Stanley
New York
|
+$1.67M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCW Capital Management
Dallas,
Texas
|
-$6.88M |
| 2 |
WC
Wexford Capital
West Palm Beach,
Florida
|
-$3.01M |
| 3 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$1.43M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.22M |
| 5 |
BCM
Brasada Capital Management
Houston,
Texas
|
-$1.19M |
DMLP Hedge Fund Activity: Q4 2019 in Review
77 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Dorchester Minerals (DMLP) for Q4 2019, worth a combined $129M — up 4.7% from $123M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DMLP positions and 11 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $3.33M. The largest seller was SCW Capital Management, exiting entirely with an estimated $6.88M sold.
- 77 institutional investors held Dorchester Minerals (DMLP) as of Q4 2019, up from 76 in Q3 2019.
- Funds reported $129M of Dorchester Minerals stock for Q4 2019, up 4.7% quarter-over-quarter.
- 12 funds opened new Dorchester Minerals positions in Q4 2019 and 11 closed out, a net change of +1 holder.
- The largest Dorchester Minerals buyer in Q4 2019 was Goldman Sachs, an estimated $3.33M added.
- The largest Dorchester Minerals seller in Q4 2019 was SCW Capital Management, an estimated $6.88M sold.
Based on aggregated 13F filings for Q4 2019.