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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 %
CS
76
Credit Suisse
Switzerland
$312K 23,209 +2,603 +13%
DA
77
Doliver Advisors
Texas
$311K 23,124 +4,200 +22%
BEAM
78
Baker Ellis Asset Management
Washington
$296K 22,000 – –
CBN
79
Cadence Bank NA
Texas
$285K 21,151 +480 +2%
TC
80
Titleist Capital
Texas
$269K 20,000 – –
FCH
81
Freestone Capital Holdings
Washington
$266K 19,750 -50,000 -72%
Truist Financial
82
Truist Financial
North Carolina
$240K 17,851 – –
IWP
83
Icon Wealth Partners
Texas
$227K 16,867 – –
DT
84
Diversified Trust
Tennessee
$226K 16,787 – –
SWA
85
SFMG Wealth Advisors
Texas
$224K 16,621 – –
APG
86
Abacus Planning Group
South Carolina
$202K 15,000 -5,000 -25%
LWCFA
87
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K 15,000 – –
LF
88
Lee Financial
Texas
$202K 15,000 – –
OP
89
Osmium Partners
California
$199K 14,800 – –
PHS
90
Pekin Hardy Strauss
Illinois
$191K 14,200 +2,200 +18%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$188K 14,038 +14,038 New
US Bancorp
92
US Bancorp
Minnesota
$174K 12,950 – –
AC
93
Annandale Capital
Texas
$171K 12,724 – –
HF
94
Halpern Financial
Virginia
$168K 12,500 – –
ACA
95
Ascension Capital Advisors
Texas
$165K 12,286 – –
LW
96
Linscomb Wealth
Texas
$159K 11,801 +801 +7%
SOW
97
State of Wyoming
Wyoming
$156K 11,585 +1,911 +20%
Franklin Resources
98
Franklin Resources
California
$154K 11,419 – –
Jane Street
99
Jane Street
New York
$153K 11,374 -31,136 -73%
Osaic Holdings
100
Osaic Holdings
Arizona
$153K 11,442 -3,110 -21%
2 3
4
5 6