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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
FSWA
126
Financial Synergies Wealth Advisors
Texas
$153K
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$103K -$2.29M -151,142 -96%
TRCT
128
Tower Research Capital (TRC)
New York
$102K +$62.2K +4,097 +169%
CDIA
129
Capital Directions Investment Advisors
Georgia
$94K -$90.8K -5,984 Closed
CS
130
Credit Suisse
Switzerland
$93K -$187K -12,343 -68%
CG
131
Cutler Group
California
$90K +$69.2K +4,564 +367%
APA
132
American Portfolios Advisors
New York
$85.8K +$16.4K +1,084 +25%
Simplex Trading
133
Simplex Trading
Illinois
$75K +$73.1K +4,815 New
BHWM
134
Beaird Harris Wealth Management
Texas
$64K +$1.62K +107 +3%
CA
135
Clearstead Advisors
Ohio
$51K +$49.3K +3,247 New
GWM
136
Geneos Wealth Management
Colorado
$32K -$27.3K -1,800 -46%
AWM
137
Activest Wealth Management
Florida
$21K +$20.5K +1,350 New
IA
138
IFP Advisors
Florida
$13K +$10.6K +700 New
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$11K
UB
140
UMB Bank
Missouri
$11K
AIM
141
Axiom Investment Management
New York
$8K +$7.59K +500 New
MIM
142
Macroview Investment Management
Maryland
$5K +$4.78K +315 New
PA
143
Parallel Advisors
California
$4K +$121 +8 +3%
WFA
144
Wipfli Financial Advisors
Wisconsin
$3K +$3.04K +200 New
TFS
145
TrustCore Financial Services
Tennessee
$2K +$1.52K +100 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$1.24K -$5.79M -381,800 -83%
CAL
147
Capital Analysts LLC
Pennsylvania
$1K
AF
148
Allworth Financial
California
$1K +$531 +35 New
Wolverine Trading
149
Wolverine Trading
Illinois
-$387K -25,532 Closed
TNA
150
True North Advisors
Texas
-$272K -19,897 Closed

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.