BSM icon

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 %
RCM
101
Requisite Capital Management
Texas
$150K 11,167 -74,324 -87%
AWE
102
Avidian Wealth Enterprises
Texas
$142K 10,576 +135 +1%
CIBC Asset Management
103
CIBC Asset Management
Ontario, Canada
$140K 10,432 – –
ASN
104
Advisory Services Network
Georgia
$136K 10,100 – –
GWM
105
Guardian Wealth Management
Illinois
$136K 10,109 +190 +2%
IC
106
Intersect Capital
California
$135K 10,060 -23,756 -70%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$127K 12,279 +12,279 New
CDIA
108
Capital Directions Investment Advisors
Georgia
$81K 5,984 -61,320 -91%
C
109
Covestor
United Kingdom
$77K 5,719 +5,719 New
OIA
110
Optimum Investment Advisors
Illinois
$54K 4,000 – –
BHWM
111
Beaird Harris Wealth Management
Texas
$52K 3,882 +89 +2%
GWM
112
Geneos Wealth Management
Colorado
$48K 3,600 – –
ME
113
McIlrath & Eck
Washington
$44K 3,300 – –
SFG
114
Steward Financial Group
Texas
$43K 3,223 +73 +2%
CI Investments Inc
115
CI Investments Inc
Ontario, Canada
$40K 3,000 +3,000 New
SSG
116
Summit Securities Group
New York
$24K 1,800 +1,800 New
TRCT
117
Tower Research Capital (TRC)
New York
$16K 1,203 -18,782 -94%
MCC
118
Money Concepts Capital
Florida
$15K 1,100 +1,100 New
CG
119
Cutler Group
California
$9K 700 -1,300 -65%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$9K 694 – –
UB
121
UMB Bank
Missouri
$9K 700 – –
SWM
122
Spire Wealth Management
Virginia
$7K 500 – –
Macquarie Group
123
Macquarie Group
Australia
$4.52K 335,563 -276,982 -45%
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K 200 – –
BA
125
Bivin & Associates
Oklahoma
$1K 100 – –
3 4
5
6 7