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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
DT
101
Diversified Trust
Tennessee
$263K
Osaic Holdings
102
Osaic Holdings
Arizona
$262K +$78.5K +5,174 +45%
Jane Street
103
Jane Street
New York
$259K -$259K -17,095 -51%
SOW
104
State of Wyoming
Wyoming
$247K +$39K +2,572 +19%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$239K
LF
106
Lee Financial
Texas
$239K
Mariner
107
Mariner
Kansas
$239K +$232K +15,291 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K +$58.5K +3,855 +34%
AIA
109
Arrow Investment Advisors
Maryland
$237K -$44.8K -2,953 -16%
LWCFA
110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K
SWM
111
Spire Wealth Management
Virginia
$222K -$32K -2,108 -13%
US Bancorp
112
US Bancorp
Minnesota
$203K
AC
113
Annandale Capital
Texas
$199K
AWE
114
Avidian Wealth Enterprises
Texas
$198K +$2.58K +170 +1%
ACA
115
Ascension Capital Advisors
Texas
$191K -$1.52K -100 -0.8%
Creative Planning
116
Creative Planning
Kansas
$189K -$1.38K -91 -0.7%
CWA
117
Capital Wealth Alliance
Arizona
$180K +$175K +11,515 New
HF
118
Halpern Financial
Virginia
$180K
Franklin Resources
119
Franklin Resources
California
$179K
FVCM
120
F&V Capital Management
Florida
$175K +$170K +11,200 New
VF
121
Virtu Financial
New York
$175K +$170K +11,200 New
LW
122
Linscomb Wealth
Texas
$172K -$8.31K -548 -5%
C
123
Covestor
United Kingdom
$171K +$56K +3,690 +51%
GWMI
124
Guardian Wealth Management (Illinois)
Illinois
$163K +$789 +52 +0.5%
APG
125
Abacus Planning Group
South Carolina
$157K

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.