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Black Stone Minerals
BSM

124 hedge funds and large institutions have $440M invested in Black Stone Minerals in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $2.27M

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

26% more capital invested

Capital invested by funds: $349M → $440M (+$91.7M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.37% less ownership

Funds ownership: 16.12% → 15.74% (-0.37%)

8% less funds holding

Funds holding: 135 → 124 (-11)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
124
Holders Change
-11
Holders Change %
-8.15%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
37
Reduced
27
Closed
21
Calls
$18.5M
Puts
$2.27M
Net Calls
+$16.2M
Net Calls Change
+$15.8M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$18.8M
2
MA
Mudita Advisors
United Kingdom
+$5.38M
3
PDM
Penn Davis McFarland
Texas
+$4.25M
4
IAM
Ion Asset Management
Israel
+$3.01M
5
TAM
Tocqueville Asset Management
New York
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.87M
2
MG
Magnolia Group
Nebraska
-$8.38M
3
AA
Ancora Advisors
Ohio
-$6.42M
4
BP
BBR Partners
New York
-$5.38M
5
SA
SoftVest Advisors
Texas
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
51
Cullen/Frost Bankers
Texas
$999K +$62.4K +5,238 +8%
MC
52
Moors & Cabot
Massachusetts
$944K +$20.9K +1,750 +3%
USGIU
53
U.S. Global Investors (USGI)
Texas
$942K – – –
TSA
54
Tri-Star Advisors
Texas
$850K -$3.04M -255,356 -83%
WF
55
Welch & Forbes
Massachusetts
$794K – – –
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$768K – – –
IG
57
ING Group
Netherlands
$767K +$680K +57,000 New
CHAM
58
Clear Harbor Asset Management
Connecticut
$757K – – –
Bank of America
59
Bank of America
North Carolina
$652K +$79.1K +6,633 +16%
AIA
60
Avalon Investment & Advisory
Texas
$650K – – –
PWPCM
61
Perella Weinberg Partners Capital Management
New York
$649K -$131 -11 -2%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$612K -$11.9K -1,000 -2%
NA
63
Navellier & Associates
Nevada
$582K +$516K +43,267 New
AC
64
Aristides Capital
Kentucky
$562K – – –
SCM
65
SG Capital Management
Illinois
$509K +$451K +37,838 New
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$502K +$101K +8,473 +29%
ECM
67
Evergreen Capital Management
Washington
$480K – – –
BC
68
Bartlett & Co
Ohio
$441K – – –
BCWM
69
Bartlett & Co Wealth Management
Ohio
$441K – – –
Barclays
70
Barclays
United Kingdom
$434K +$41.7K +3,500 +12%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$411K – – –
FSA
72
Franklin Street Advisors
North Carolina
$377K – – –
LPL Financial
73
LPL Financial
California
$368K +$59.7K +5,006 +22%
BA
74
Bristlecone Advisors
Washington
$362K +$70.1K +5,883 +28%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$354K – – –
1 2
3
4 5

BSM Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2022, worth a combined $440M — up 26% from $349M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BSM and 11 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $18.8M. The largest seller was Morgan Stanley, cutting an estimated $8.87M.

  • 124 institutional investors held Black Stone Minerals (BSM) as of Q1 2022, down from 135 in Q4 2021.
  • Funds reported $440M of Black Stone Minerals stock for Q1 2022, up 26% quarter-over-quarter.
  • 11 funds opened new Black Stone Minerals positions in Q1 2022 and 21 closed out, a net change of -10 holders.
  • The largest Black Stone Minerals buyer in Q1 2022 was UBS Group, an estimated $18.8M added.
  • The largest Black Stone Minerals seller in Q1 2022 was Morgan Stanley, an estimated $8.87M sold.

Based on aggregated 13F filings for Q1 2022.