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Black Stone Minerals
BSM

147 hedge funds and large institutions have $544M invested in Black Stone Minerals in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $26M | Put options by funds: $10.5M

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

19% more capital invested

Capital invested by funds: $456M → $544M (+$87.9M)

7% more funds holding

Funds holding: 138 → 147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

0.53% more ownership

Funds ownership: 16.07% → 16.6% (+0.53%)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
27
Increased
41
Reduced
39
Closed
15
Calls
$26M
Puts
$10.5M
Net Calls
+$15.5M
Net Calls Change
-$11.6M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.9M
2
IAM
Ion Asset Management
Israel
+$10.7M
3
IC
Immersion Capital
United Kingdom
+$6.26M
4
IG
ING Group
Netherlands
+$4.07M
5
HT
HighTower Trust
Texas
+$3.86M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.02M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.79M
3
Wells Fargo
Wells Fargo
California
-$3.77M
4
Macquarie Group
Macquarie Group
Australia
-$3.15M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$3.84M -$102K -6,727 -3%
DCM
27
Difesa Capital Management
New York
$3.24M +$305K +20,100 +11%
HIGP
28
Hill Investment Group Partners
Missouri
$2.78M – – –
PFS
29
Prospera Financial Services
Texas
$2.65M +$186K +12,271 +8%
HKAM
30
Horizon Kinetics Asset Management
New York
$2.59M -$410K -27,047 -14%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.57M -$2.14M -140,935 -46%
BOTOTLSJU
32
Board of Trustees of The Leland Stanford Junior University
California
$2.31M – – –
RWP
33
RWA Wealth Partners
Massachusetts
$2.26M -$169K -11,120 -7%
MTC
34
McDaniel Terry & Co
Texas
$2.23M – – –
AA
35
Ancora Advisors
Ohio
$2.12M +$45.9K +3,028 +2%
MAA
36
Mraz Amerine & Associates
California
$2.09M +$1.32K +87 +0.1%
Wells Fargo
37
Wells Fargo
California
$2.04M -$3.77M -248,628 -66%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.97M +$79.5K +5,240 +4%
Macquarie Group
39
Macquarie Group
Australia
$1.93M -$3.15M -207,886 -63%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.75M – – –
ZB
41
Zions Bancorporation
Utah
$1.75M – – –
Invesco
42
Invesco
Georgia
$1.72M -$228K -15,006 -12%
GCP
43
GSA Capital Partners
United Kingdom
$1.52M +$917K +60,408 +163%
GC
44
Gruss & Co
Florida
$1.52M -$379K -25,000 -21%
FM
45
Family Management
New York
$1.47M – – –
HFS
46
Howard Financial Services
Texas
$1.43M +$125K +8,215 +10%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.42M +$2.28K +150 +0.2%
Stifel Financial
48
Stifel Financial
Missouri
$1.42M +$9.1K +600 +0.7%
EGA
49
Eagle Global Advisors
Texas
$1.41M +$15.2K +1,000 +1%
JF
50
Jump Financial
Illinois
$1.29M -$193K -12,709 -13%
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BSM Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2022, worth a combined $544M — up 19% from $456M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSM positions and 15 closed out — a net gain of 12 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was UBS Group, adding an estimated $12.9M. The largest seller was Morgan Stanley, cutting an estimated $7.02M.

  • 147 institutional investors held Black Stone Minerals (BSM) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $544M of Black Stone Minerals stock for Q3 2022, up 19% quarter-over-quarter.
  • 27 funds opened new Black Stone Minerals positions in Q3 2022 and 15 closed out, a net change of +12 holders.
  • The largest Black Stone Minerals buyer in Q3 2022 was UBS Group, an estimated $12.9M added.
  • The largest Black Stone Minerals seller in Q3 2022 was Morgan Stanley, an estimated $7.02M sold.

Based on aggregated 13F filings for Q3 2022.