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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
SFG
126
Steward Financial Group
Texas
$45K +$1.31K +86 +3%
TRCT
127
Tower Research Capital (TRC)
New York
$33K +$18.5K +1,219 +101%
CG
128
Cutler Group
California
$17K +$8.26K +544 +78%
BWL
129
Bogart Wealth LLC
Virginia
$14K +$15.2K +1,000 New
UB
130
UMB Bank
Missouri
$10K
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$9K
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$6.65K -$2.91M -192,000 -29%
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$3.04K +200 +100%
PA
134
Parallel Advisors
California
$4K +$4.21K +277 New
UWM
135
Urban Wealth Management
California
$3K +$3.04K +200 New
MCC
136
Money Concepts Capital
Florida
$1K -$15.2K -1,000 -91%
BA
137
Bivin & Associates
Oklahoma
$1K
CAL
138
Capital Analysts LLC
Pennsylvania
$1K +$759 +50 New
HT
139
HighTower Trust
Texas
-$3.43M -254,536 Closed
IAM
140
Ion Asset Management
Israel
-$3.83M -252,525 Closed
TSA
141
Tri-Star Advisors
Texas
-$850K -54,053 Closed
SCM
142
SG Capital Management
Illinois
-$509K -37,838 Closed
TC
143
Titleist Capital
Texas
-$269K -20,000 Closed
OP
144
Osmium Partners
California
-$199K -14,800 Closed
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
-$127K -12,279 Closed
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
-$140K -10,432 Closed
IC
147
Intersect Capital
California
-$135K -10,060 Closed
PWPCM
148
Perella Weinberg Partners Capital Management
New York
-$649K -460 Closed
BA
149
Bellwether Advisors
Nebraska
+$364 +24 New

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.