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Black Stone Minerals

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: 710 (+3)

19% more capital invested

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

7% more funds holding

Funds holding: 138147 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$1.25M +$120K +7,900 +11%
CAM
52
Cresset Asset Management
Illinois
$1.24M -$102K -6,700 -8%
CFB
53
Cullen/Frost Bankers
Texas
$1.16M
USGIU
54
U.S. Global Investors (USGI)
Texas
$1.1M
CF
55
Concorde Financial
Texas
$1.07M -$2.02M -132,810 -66%
CIC
56
Chase Investment Counsel
Virginia
$998K +$968K +63,832 New
Deutsche Bank
57
Deutsche Bank
Germany
$981K +$951K +62,654 New
WF
58
Welch & Forbes
Massachusetts
$923K
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$893K
Bank of America
60
Bank of America
North Carolina
$890K +$14.8K +974 +2%
CHAM
61
Clear Harbor Asset Management
Connecticut
$880K
Citadel Advisors
62
Citadel Advisors
Florida
$870K -$127K -8,374 -13%
LPL Financial
63
LPL Financial
California
$835K +$144K +9,517 +22%
HF
64
HRT Financial
New York
$770K +$747K +49,246 New
AIA
65
Avalon Investment & Advisory
Texas
$756K
PWPCM
66
Perella Weinberg Partners Capital Management
New York
$755K +$6.62K +436 New
Barclays
67
Barclays
United Kingdom
$727K -$65.1K -4,291 -8%
AP
68
Americana Partners
Texas
$718K
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$711K -$71K -4,681 -9%
NA
70
Navellier & Associates
Nevada
$691K -$4.99K -329 -0.7%
DADC
71
D.A. Davidson & Co
Montana
$659K +$639K +42,100 New
AC
72
Aristides Capital
Kentucky
$653K
SG Americas Securities
73
SG Americas Securities
New York
$572K +$152K +10,022 +38%
ECM
74
Evergreen Capital Management
Washington
$558K
AWM
75
AE Wealth Management
Kansas
$550K +$65.7K +4,329 +14%

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.