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.
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: 7 → 10 (+3)
19% more capital invested
Capital invested by funds: $456M → $544M (+$87.9M)
7% more funds holding
Funds holding: 138 → 147 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.9M |
| 2 |
IAM
Ion Asset Management
Herzliya,
Israel
|
+$10.7M |
| 3 |
IC
Immersion Capital
London,
United Kingdom
|
+$6.26M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$4.07M |
| 5 |
HT
HighTower Trust
Houston,
Texas
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.02M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.79M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.77M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$3.15M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
151
Cetera Advisors
Denver,
Colorado
| – | -$232K | -16,966 | Closed |
|
|
FCH
152
Freestone Capital Holdings
Seattle,
Washington
| – | -$154K | -11,250 | Closed |
|
|
ASN
153
Advisory Services Network
Atlanta,
Georgia
| – | -$148K | -10,800 | Closed |
|
|
CCM
154
Chilton Capital Management
Houston,
Texas
| – | -$95K | -6,904 | Closed |
|
155
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$68K | -5,000 | Closed |
|
|
OIA
156
Optimum Investment Advisors
Chicago,
Illinois
| – | -$55K | -4,000 | Closed |
|
|
CA
157
CoreCap Advisors
Southfield,
Michigan
| – | -$49K | -3,578 | Closed |
|
|
SFG
158
Steward Financial Group
Colleyville,
Texas
| – | -$45K | -3,309 | Closed |
|
|
ME
159
McIlrath & Eck
Arlington,
Washington
| – | -$45K | -3,300 | Closed |
|
|
BWL
160
Bogart Wealth LLC
Mclean,
Virginia
| – | -$14K | -1,000 | Closed |
|
|
LWANC
161
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$5K | -400 | Closed |
|
|
MCC
162
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1K | -100 | Closed |
|
|
BA
163
Bellwether Advisors
Lincoln,
Nebraska
| – | -$121 | -8 | -33% |
|
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.