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Black Stone Minerals
BSM

138 hedge funds and large institutions have $456M invested in Black Stone Minerals in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $4.28M

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more funds holding

Funds holding: 124 → 138 (+14)

4% more capital invested

Capital invested by funds: $440M → $456M (+$15.9M)

0.32% more ownership

Funds ownership: 15.74% → 16.07% (+0.32%)

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
49
Reduced
29
Closed
10
Calls
$31.4M
Puts
$4.28M
Net Calls
+$27.1M
Net Calls Change
+$10.9M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$17.8M
2
CG
Clarus Group
Texas
+$5.07M
3
PFS
Prospera Financial Services
Texas
+$2.39M
4
IMA
Investment Management Associates
Colorado
+$2.2M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
N
Natixis
France
-$6.12M
2
Morgan Stanley
Morgan Stanley
New York
-$4.16M
3
IAM
Ion Asset Management
Israel
-$3.83M
4
HT
HighTower Trust
Texas
-$3.43M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Difesa Capital Management
New York
$2.56M -$38K -2,500 -1%
Goldman Sachs
27
Goldman Sachs
New York
$2.53M +$288K +18,979 +11%
HIGP
28
Hill Investment Group Partners
Missouri
$2.43M – – –
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$2.16M +$259K +17,033 +12%
PFS
30
Prospera Financial Services
Texas
$2.15M +$2.39M +157,115 New
RWP
31
RWA Wealth Partners
Massachusetts
$2.13M -$10.2K -675 -0.4%
BOTOTLSJU
32
Board of Trustees of The Leland Stanford Junior University
California
$2.02M – – –
MTC
33
McDaniel Terry & Co
Texas
$1.95M – – –
MAA
34
Mraz Amerine & Associates
California
$1.83M +$11K +727 +0.5%
AA
35
Ancora Advisors
Ohio
$1.81M -$34.5K -2,270 -2%
Invesco
36
Invesco
Georgia
$1.71M -$559K -36,801 -23%
GC
37
Gruss & Co
Florida
$1.67M +$13.7K +900 +0.7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.65M +$174K +11,436 +10%
IG
39
ING Group
Netherlands
$1.56M +$865K +57,000 +100%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.53M -$364K -24,000 -18%
ZB
41
Zions Bancorporation
Utah
$1.53M -$424K -27,952 -20%
OBGC
42
O'Brien Greene & Co
Pennsylvania
$1.51M +$152K +10,000 +10%
JF
43
Jump Financial
Illinois
$1.3M -$272K -17,918 -16%
FM
44
Family Management
New York
$1.28M -$821K -54,064 -37%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$1.24M – – –
Stifel Financial
46
Stifel Financial
Missouri
$1.23M – – –
EGA
47
Eagle Global Advisors
Texas
$1.22M – – –
CAM
48
Cresset Asset Management
Illinois
$1.18M +$1.3M +85,814 New
HFS
49
Howard Financial Services
Texas
$1.14M +$32K +2,108 +3%
CFB
50
Cullen/Frost Bankers
Texas
$1.02M – – –
1
2
3 4 5

BSM Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2022, worth a combined $456M — up 3.6% from $440M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSM positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $17.8M. The largest seller was Natixis, cutting an estimated $6.12M.

  • 138 institutional investors held Black Stone Minerals (BSM) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $456M of Black Stone Minerals stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 25 funds opened new Black Stone Minerals positions in Q2 2022 and 10 closed out, a net change of +15 holders.
  • The largest Black Stone Minerals buyer in Q2 2022 was UBS Group, an estimated $17.8M added.
  • The largest Black Stone Minerals seller in Q2 2022 was Natixis, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2022.