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Black Stone Minerals

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: 147171 (+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: 1011 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FM
51
Family Management
New York
$1.58M
HFS
52
Howard Financial Services
Texas
$1.57M +$37.7K +2,131 +2%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.54M +$7.27K +411 +0.5%
EGA
54
Eagle Global Advisors
Texas
$1.52M
USGIU
55
U.S. Global Investors (USGI)
Texas
$1.43M +$265K +15,000 +21%
GC
56
Gruss & Co
Florida
$1.42M -$219K -12,400 -13%
MC
57
Moors & Cabot
Massachusetts
$1.38M +$35.4K +2,000 +3%
CFB
58
Cullen/Frost Bankers
Texas
$1.25M
Osaic Holdings
59
Osaic Holdings
Arizona
$1.21M +$978K +55,243 +330%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$1.15M -$779K -44,000 -39%
CIC
61
Chase Investment Counsel
Virginia
$1.08M
CF
62
Concorde Financial
Texas
$1.07M
Deutsche Bank
63
Deutsche Bank
Germany
$1.06M
JFG
64
Jefferies Financial Group
New York
$1.05M +$1.1M +62,400 New
JW
65
Jenkins Wealth
Colorado
$1.05M +$1.1M +62,371 New
WF
66
Welch & Forbes
Massachusetts
$995K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$975K +$12.7K +718 +1%
Group One Trading
68
Group One Trading
Illinois
$971K +$1.02M +57,571 New
PI
69
PEAK6 Investments
Illinois
$955K +$572K +32,326 +133%
CHAM
70
Clear Harbor Asset Management
Connecticut
$949K
AWM
71
AE Wealth Management
Kansas
$941K +$365K +20,611 +59%
LPL Financial
72
LPL Financial
California
$906K +$5.61K +317 +0.6%
NA
73
Navellier & Associates
Nevada
$868K +$129K +7,281 +16%
DADC
74
D.A. Davidson & Co
Montana
$864K +$161K +9,100 +22%
TAM
75
Tocqueville Asset Management
New York
$828K -$13.3M -750,000 -94%

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.