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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
AIA
76
Avalon Investment & Advisory
Texas
$815K
Bank of America
77
Bank of America
North Carolina
$798K -$171K -9,637 -17%
Jane Street
78
Jane Street
New York
$790K +$535K +30,246 +182%
AP
79
Americana Partners
Texas
$774K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$767K
AC
81
Aristides Capital
Kentucky
$704K
SG Americas Securities
82
SG Americas Securities
New York
$676K +$62.1K +3,507 +10%
CWA
83
Capital Wealth Alliance
Arizona
$645K +$473K +26,732 +232%
GA
84
GraniteShares Advisors
New York
$637K +$668K +37,749 New
Wells Fargo
85
Wells Fargo
California
$637K -$1.64M -92,459 -71%
ECM
86
Evergreen Capital Management
Washington
$601K
BCWM
87
Bartlett & Co Wealth Management
Ohio
$552K
BC
88
Bartlett & Co
Ohio
$552K
BA
89
Bristlecone Advisors
Washington
$547K +$8.16K +461 +1%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$536K +$563K +31,800 New
Simplex Trading
91
Simplex Trading
Illinois
$530K +$471K +26,630 +553%
DA
92
Doliver Advisors
Texas
$469K +$24.8K +1,400 +5%
MA
93
MAS Advisors
Florida
$449K +$472K +26,647 New
JMPWA
94
JP Morgan Private Wealth Advisors
California
$422K +$442K +25,000 New
PWPCM
95
Perella Weinberg Partners Capital Management
New York
$407K -$4.07K -230 -53%
CI
96
Cavalier Investments
Georgia
$404K +$424K +23,947 New
RCM
97
Requisite Capital Management
Texas
$401K +$91.4K +5,167 +28%
CB
98
Cadence Bank
Mississippi
$386K +$9.8K +554 +2%
BTI
99
Blue Trust Inc
Georgia
$384K +$41K +2,317 +10%
LF
100
Lee Financial
Texas
$377K +$125K +7,050 +46%

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.