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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
SW
126
SVB Wealth
Massachusetts
$223K +$234K +13,217 New
VF
127
Virtu Financial
New York
$217K +$30K +1,693 +15%
AWE
128
Avidian Wealth Enterprises
Texas
$216K +$2.67K +151 +1%
AC
129
Annandale Capital
Texas
$213K -$1.77K -100 -0.8%
ACA
130
Ascension Capital Advisors
Texas
$206K
SI
131
Saxon Interests
Texas
$197K +$216K +12,212 New
AIA
132
Arrow Investment Advisors
Maryland
$196K -$61.7K -3,484 -23%
HF
133
Halpern Financial
Virginia
$194K
GWMI
134
Guardian Wealth Management (Illinois)
Illinois
$193K +$18.2K +1,028 +10%
Franklin Resources
135
Franklin Resources
California
$193K
SOW
136
State of Wyoming
Wyoming
$192K -$78.5K -4,435 -28%
HH
137
Hilltop Holdings
Texas
$184K +$193K +10,900 New
CA
138
CoreCap Advisors
Michigan
$154K +$162K +9,144 New
CDIA
139
Capital Directions Investment Advisors
Georgia
$101K +$106K +5,984 New
VNIM
140
Vaughan Nelson Investment Management
Texas
$94K +$99.1K +5,600 New
USCWA
141
U.S. Capital Wealth Advisors
Texas
$81.7K +$85.7K +4,841 New
GWM
142
Geneos Wealth Management
Colorado
$74.2K +$40.7K +2,300 +110%
SFG
143
Steward Financial Group
Texas
$58K +$61.6K +3,482 New
CA
144
Clearstead Advisors
Ohio
$54.8K
OIA
145
Optimum Investment Advisors
Illinois
$50.6K +$53.1K +3,000 New
Barclays
146
Barclays
United Kingdom
$34.3K -$787K -44,455 -96%
TWC
147
TD Waterhouse Canada
Ontario, Canada
$32.9K -$263K -14,843 -91%
MCC
148
Money Concepts Capital
Florida
$30.2K +$31.7K +1,790 New
AWM
149
Activest Wealth Management
Florida
$22.8K
CWA
150
Clearview Wealth Advisors
Oregon
$18K +$18.9K +1,066 New

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.