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Black Stone Minerals
BSM

Overview Fund Activity

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.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
2.33%
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

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.7M
2
CG
2
Clarus Group
Texas
$4.57M
3
IMA
3
Investment Management Associates
Colorado
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$2.15M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$20.2M

Top Sellers

1
N
1
Natixis
France
$9.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.7M
3
HT
3
HighTower Trust
Texas
$0
4
IAM
4
Ion Asset Management
Israel
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$876K
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
101
Avidian Wealth Enterprises
Texas
$171K 12,510 +1,934 +18%
ACA
102
Ascension Capital Advisors
Texas
$168K 12,286 – –
Creative Planning
103
Creative Planning
Kansas
$166K 12,141 +12,141 New
TWC
104
TD Waterhouse Canada
Ontario, Canada
$163K 9,069 +9,069 New
Osaic Holdings
105
Osaic Holdings
Arizona
$159K 11,548 +106 +0.9%
RCM
106
Requisite Capital Management
Texas
$159K 11,617 +450 +4%
LW
107
Linscomb Wealth
Texas
$158K 11,548 -253 -2%
HF
108
Halpern Financial
Virginia
$157K 11,500 -1,000 -8%
Franklin Resources
109
Franklin Resources
California
$156K 11,419 – –
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K 11,300 +11,300 New
FCH
111
Freestone Capital Holdings
Washington
$154K 11,250 -8,500 -43%
ASN
112
Advisory Services Network
Georgia
$148K 10,800 +700 +7%
GWM
113
Guardian Wealth Management
Illinois
$142K 10,352 +243 +2%
APG
114
Abacus Planning Group
South Carolina
$137K 10,000 -5,000 -33%
FSWA
115
Financial Synergies Wealth Advisors
Texas
$134K 9,784 +9,784 New
C
116
Covestor
United Kingdom
$99K 7,211 +1,492 +26%
CCM
117
Chilton Capital Management
Texas
$95K 6,904 +6,904 New
CDIA
118
Capital Directions Investment Advisors
Georgia
$82K 5,984 – –
CI Investments Inc
119
CI Investments Inc
Ontario, Canada
$68K 5,000 +2,000 +67%
APA
120
American Portfolios Advisors
New York
$60.2K 4,400 +4,400 New
OIA
121
Optimum Investment Advisors
Illinois
$55K 4,000 – –
BHWM
122
Beaird Harris Wealth Management
Texas
$55K 3,984 +102 +3%
GWM
123
Geneos Wealth Management
Colorado
$55K 3,900 +300 +8%
CA
124
CoreCap Advisors
Michigan
$49K 3,578 +3,578 New
ME
125
McIlrath & Eck
Washington
$45K 3,300 – –
3 4
5
6 7