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Black Stone Minerals
BSM

Overview Fund Activity

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.

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

1
UBS Group
1
UBS Group
Switzerland
$21.4M
2
MA
2
Mudita Advisors
United Kingdom
$19.6M
3
PDM
3
Penn Davis McFarland
Texas
$20.9M
4
IAM
4
Ion Asset Management
Israel
$3.4M
5
TAM
5
Tocqueville Asset Management
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
MG
2
Magnolia Group
Nebraska
$0
3
AA
3
Ancora Advisors
Ohio
$1.81M
4
BP
4
BBR Partners
New York
$0
5
SA
5
SoftVest Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
51
Cullen/Frost Bankers
Texas
$999K 74,192 +5,238 +8%
MC
52
Moors & Cabot
Massachusetts
$944K 70,100 +1,750 +3%
USGIU
53
U.S. Global Investors (USGI)
Texas
$942K 70,000 – –
TSA
54
Tri-Star Advisors
Texas
$850K 54,053 -255,356 -83%
WF
55
Welch & Forbes
Massachusetts
$794K 58,966 – –
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$768K 57,066 – –
IG
57
ING Group
Netherlands
$767K 57,000 +57,000 New
CHAM
58
Clear Harbor Asset Management
Connecticut
$757K 56,257 – –
Bank of America
59
Bank of America
North Carolina
$652K 48,453 +6,633 +16%
AIA
60
Avalon Investment & Advisory
Texas
$650K 48,293 – –
PWPCM
61
Perella Weinberg Partners Capital Management
New York
$649K 460 -11 -2%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$612K 45,448 -1,000 -2%
NA
63
Navellier & Associates
Nevada
$582K 43,267 +43,267 New
AC
64
Aristides Capital
Kentucky
$562K 41,735 – –
SCM
65
SG Capital Management
Illinois
$509K 37,838 +37,838 New
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$502K 37,467 +8,473 +29%
ECM
67
Evergreen Capital Management
Washington
$480K 35,650 – –
BC
68
Bartlett & Co
Ohio
$441K 32,746 – –
BCWM
69
Bartlett & Co Wealth Management
Ohio
$441K 32,746 – –
Barclays
70
Barclays
United Kingdom
$434K 32,236 +3,500 +12%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$411K 30,520 – –
FSA
72
Franklin Street Advisors
North Carolina
$377K 28,000 – –
LPL Financial
73
LPL Financial
California
$368K 27,346 +5,006 +22%
BA
74
Bristlecone Advisors
Washington
$362K 26,876 +5,883 +28%
Russell Investments Group
75
Russell Investments Group
United Kingdom
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