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Black Stone Minerals

138 hedge funds and large institutions have $456M invested in Black Stone Minerals in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $4.28M

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 124138 (+14)

4% more capital invested

Capital invested by funds: $440M → $456M (+$15.9M)

0.32% more ownership

Funds ownership: 15.74%16.07% (+0.32%)

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
49
Reduced
29
Closed
10
Calls
$31.4M
Puts
$4.28M
Net Calls
+$27.1M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$171K +$29.4K +1,934 +18%
ACA
102
Ascension Capital Advisors
Texas
$168K
Creative Planning
103
Creative Planning
Kansas
$166K +$184K +12,141 New
TWC
104
TD Waterhouse Canada
Ontario, Canada
$163K +$138K +9,069 New
Osaic Holdings
105
Osaic Holdings
Arizona
$159K +$1.61K +106 +0.9%
RCM
106
Requisite Capital Management
Texas
$159K +$6.83K +450 +4%
LW
107
Linscomb Wealth
Texas
$158K -$3.84K -253 -2%
HF
108
Halpern Financial
Virginia
$157K -$15.2K -1,000 -8%
Franklin Resources
109
Franklin Resources
California
$156K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K +$172K +11,300 New
FCH
111
Freestone Capital Holdings
Washington
$154K -$129K -8,500 -43%
ASN
112
Advisory Services Network
Georgia
$148K +$10.6K +700 +7%
GWMI
113
Guardian Wealth Management (Illinois)
Illinois
$142K +$3.69K +243 +2%
APG
114
Abacus Planning Group
South Carolina
$137K -$75.9K -5,000 -33%
FSWA
115
Financial Synergies Wealth Advisors
Texas
$134K +$149K +9,784 New
C
116
Covestor
United Kingdom
$99K +$22.7K +1,492 +26%
CCM
117
Chilton Capital Management
Texas
$95K +$105K +6,904 New
CDIA
118
Capital Directions Investment Advisors
Georgia
$82K
CI Investments Inc
119
CI Investments Inc
Ontario, Canada
$68K +$30.4K +2,000 +67%
APA
120
American Portfolios Advisors
New York
$60.2K +$66.8K +4,400 New
OIA
121
Optimum Investment Advisors
Illinois
$55K
BHWM
122
Beaird Harris Wealth Management
Texas
$55K +$1.55K +102 +3%
GWM
123
Geneos Wealth Management
Colorado
$55K +$4.55K +300 +8%
CA
124
CoreCap Advisors
Michigan
$49K +$54.3K +3,578 New
ME
125
McIlrath & Eck
Washington
$45K

BSM Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2022, worth a combined $456M — up 3.6% from $440M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSM positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $17.8M. The largest seller was Natixis, cutting an estimated $6.12M.

  • 138 institutional investors held Black Stone Minerals (BSM) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $456M of Black Stone Minerals stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 25 funds opened new Black Stone Minerals positions in Q2 2022 and 10 closed out, a net change of +15 holders.
  • The largest Black Stone Minerals buyer in Q2 2022 was UBS Group, an estimated $17.8M added.
  • The largest Black Stone Minerals seller in Q2 2022 was Natixis, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2022.