We are live on ! Find out more
BSM icon

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
HT
76
HAP Trading
New York
$513K +$498K +32,799 New
BCWM
77
Bartlett & Co Wealth Management
Ohio
$512K
BC
78
Bartlett & Co
Ohio
$512K
BA
79
Bristlecone Advisors
Washington
$500K -$14.6K -964 -3%
DA
80
Doliver Advisors
Texas
$414K
PI
81
PEAK6 Investments
Illinois
$380K -$25.9K -1,710 -7%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$373K
SWA
83
SFMG Wealth Advisors
Texas
$370K
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$365K
SSG
85
Summit Securities Group
New York
$354K -$12.1K -800 -3%
CBN
86
Cadence Bank NA
Texas
$349K +$8.85K +583 +3%
CB
87
Cadence Bank
Mississippi
$349K +$338K +22,297 New
PHS
88
Pekin Hardy Strauss
Illinois
$340K +$114K +7,500 +53%
FSA
89
Franklin Street Advisors
North Carolina
$329K -$37.9K -2,500 -11%
AA
90
ALPS Advisors
Colorado
$308K +$298K +19,672 New
BTI
91
Blue Trust Inc
Georgia
$304K +$79.3K +5,225 +31%
TWC
92
TD Waterhouse Canada
Ontario, Canada
$303K +$111K +7,305 +81%
Victory Capital Management
93
Victory Capital Management
Texas
$301K +$292K +19,260 New
RCM
94
Requisite Capital Management
Texas
$291K +$106K +6,966 +60%
AWM
95
Apollon Wealth Management
South Carolina
$287K +$278K +18,325 New
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$286K +$47.3K +3,120 +21%
CAN
97
Cetera Advisor Networks
California
$284K +$14.3K +942 +5%
BEAM
98
Baker Ellis Asset Management
Washington
$282K -$15.2K -1,000 -5%
Truist Financial
99
Truist Financial
North Carolina
$277K -$6.39K -421 -2%
IWA
100
Icon Wealth Advisors
Texas
$264K +$256K +16,867 New

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.