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Black Stone Minerals
BSM

171 hedge funds and large institutions have $615M invested in Black Stone Minerals in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

68% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11M

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

16% more funds holding

Funds holding: 147 → 171 (+24)

13% more capital invested

Capital invested by funds: $544M → $615M (+$70.6M)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.84% more ownership

Funds ownership: 16.6% → 17.44% (+0.84%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
41
Increased
55
Reduced
37
Closed
14
Calls
$18.6M
Puts
$11M
Net Calls
+$7.52M
Net Calls Change
-$7.95M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$41.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14.4M
3
N
Natixis
France
+$12.3M
4
IMA
Investment Management Associates
Colorado
+$4.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$56.6M
2
TAM
Tocqueville Asset Management
New York
-$13.3M
3
UBS Group
UBS Group
Switzerland
-$8.32M
4
OBGC
O'Brien Greene & Co
Pennsylvania
-$3.89M
5
MA
Mudita Advisors
United Kingdom
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$3.59M +$774K +43,713 +26%
First Trust Advisors
27
First Trust Advisors
Illinois
$3.58M -$696K -39,352 -16%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$3.22M +$3.26M +184,263 +2,797%
OCM
29
Orchard Capital Management
Illinois
$3.19M +$3.35M +189,163 New
Macquarie Group
30
Macquarie Group
Australia
$3.08M +$1.05M +59,165 +48%
HIGP
31
Hill Investment Group Partners
Missouri
$2.99M – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.78M +$15.3K +864 +0.5%
HKAM
33
Horizon Kinetics Asset Management
New York
$2.78M -$14.4K -814 -0.5%
BOTOTLSJU
34
Board of Trustees of The Leland Stanford Junior University
California
$2.49M – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.49M +$381K +21,541 +17%
LWP
36
LMG Wealth Partners
Louisiana
$2.45M +$2.55M +144,245 New
MTC
37
McDaniel Terry & Co
Texas
$2.4M – – –
Goldman Sachs
38
Goldman Sachs
New York
$2.33M -$2.43M -137,083 -50%
JF
39
Jump Financial
Illinois
$2.3M +$952K +53,809 +65%
AA
40
Ancora Advisors
Ohio
$2.29M +$3.96K +224 +0.2%
RWP
41
RWA Wealth Partners
Massachusetts
$2.26M -$10.5K -594 -0.4%
MAA
42
Mraz Amerine & Associates
California
$2.24M -$17.1K -966 -0.7%
GCP
43
GSA Capital Partners
United Kingdom
$2.14M +$516K +29,165 +30%
HF
44
HRT Financial
New York
$1.97M +$1.19M +67,428 +137%
ZB
45
Zions Bancorporation
Utah
$1.89M – – –
OBGC
46
O'Brien Greene & Co
Pennsylvania
$1.86M -$3.89M -220,000 -67%
Invesco
47
Invesco
Georgia
$1.83M -$24K -1,354 -1%
CSC
48
Caldwell Sutter Capital
California
$1.78M +$1.87M +105,700 New
BI
49
Bramshill Investments
Florida
$1.72M +$1.8M +101,860 New
Stifel Financial
50
Stifel Financial
Missouri
$1.7M +$175K +9,864 +11%
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BSM Hedge Fund Activity: Q4 2022 in Review

171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2022, worth a combined $615M — up 13% from $544M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BSM positions and 14 closed out — a net gain of 27 holders — while 55 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.9M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $56.6M sold.

  • 171 institutional investors held Black Stone Minerals (BSM) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $615M of Black Stone Minerals stock for Q4 2022, up 13% quarter-over-quarter.
  • 41 funds opened new Black Stone Minerals positions in Q4 2022 and 14 closed out, a net change of +27 holders.
  • The largest Black Stone Minerals buyer in Q4 2022 was Morgan Stanley, an estimated $41.9M added.
  • The largest Black Stone Minerals seller in Q4 2022 was EdgePoint Investment Group, an estimated $56.6M sold.

Based on aggregated 13F filings for Q4 2022.