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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$366K +$60.4K +3,413 +19%
SWA
102
SFMG Wealth Advisors
Texas
$365K
SSG
103
Summit Securities Group
New York
$356K -$26.2K -1,481 -7%
CAN
104
Cetera Advisor Networks
California
$345K +$40.2K +2,272 +13%
IWM
105
IHT Wealth Management
Illinois
$341K +$358K +20,223 New
BF
106
BOK Financial
Oklahoma
$337K +$354K +20,000 New
FSA
107
Franklin Street Advisors
North Carolina
$337K -$17.7K -1,000 -5%
AA
108
ALPS Advisors
Colorado
$330K -$1.77K -100 -0.5%
PHS
109
Pekin Hardy Strauss
Illinois
$329K -$38.9K -2,200 -10%
Victory Capital Management
110
Victory Capital Management
Texas
$325K -$177 -10 -0.1%
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
$324K -$72.7K -4,109 -18%
BEAM
112
Baker Ellis Asset Management
Washington
$304K
SEI Investments
113
SEI Investments
Pennsylvania
$297K +$312K +17,603 New
TRCT
114
Tower Research Capital (TRC)
New York
$285K +$184K +10,376 +159%
IWA
115
Icon Wealth Advisors
Texas
$285K
DT
116
Diversified Trust
Tennessee
$283K
US Bancorp
117
US Bancorp
Minnesota
$278K +$61.9K +3,500 +27%
AWM
118
Apollon Wealth Management
South Carolina
$272K -$39.3K -2,222 -12%
Truist Financial
119
Truist Financial
North Carolina
$266K -$34.2K -1,935 -11%
Creative Planning
120
Creative Planning
Kansas
$261K +$60.5K +3,420 +28%
Mariner
121
Mariner
Kansas
$256K -$1.65K -93 -0.6%
LWCFA
122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K
FVCM
123
F&V Capital Management
Florida
$253K +$67.3K +3,800 +34%
HT
124
HAP Trading
New York
$242K -$326K -18,435 -56%
LW
125
Linscomb Wealth
Texas
$236K +$53.3K +3,010 +27%

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.