Dorchester Minerals
DMLP
76 hedge funds and large institutions have $72.7M invested in Dorchester Minerals in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
23% more capital invested
Capital invested by funds: $59M → $72.7M (+$13.7M)
6% more funds holding
Funds holding: 72 → 76 (+4)
1.86% less ownership
Funds ownership: 18.28% → 16.42% (-1.9%)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
48% less call options, than puts
Call options by funds: $938K | Put options by funds: $1.79M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
+$1.64M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$852K |
| 3 |
CB
Community Bank
Dewitt,
New York
|
+$692K |
| 4 |
HF
HRT Financial
New York
|
+$372K |
| 5 |
SM
SG3 Management
Dorado,
Puerto Rico
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$3.51M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.45M |
| 3 |
HCM
Hamlin Capital Management
New York
|
-$1.76M |
| 4 |
PWP
Private Wealth Partners
Mill Valley,
California
|
-$478K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$438K |
DMLP Hedge Fund Activity: Q2 2020 in Review
76 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Dorchester Minerals (DMLP) for Q2 2020, worth a combined $72.7M — up 23% from $59M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DMLP positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was Jefferies Group, adding an estimated $1.64M. The largest seller was Royce & Associates, cutting an estimated $3.51M.
- 76 institutional investors held Dorchester Minerals (DMLP) as of Q2 2020, up from 72 in Q1 2020.
- Funds reported $72.7M of Dorchester Minerals stock for Q2 2020, up 23% quarter-over-quarter.
- 10 funds opened new Dorchester Minerals positions in Q2 2020 and 5 closed out, a net change of +5 holders.
- The largest Dorchester Minerals buyer in Q2 2020 was Jefferies Group, an estimated $1.64M added.
- The largest Dorchester Minerals seller in Q2 2020 was Royce & Associates, an estimated $3.51M sold.
Based on aggregated 13F filings for Q2 2020.