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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
GBT
151
Grove Bank & Trust
Florida
$17K +$17.7K +1,000 New
NFSG
152
Newbridge Financial Services Group
Florida
$13.5K +$14.2K +800 New
IA
153
IFP Advisors
Florida
$13K
UB
154
UMB Bank
Missouri
$12K
WI
155
WJ Interests
Texas
$8.6K +$9.03K +510 New
TFS
156
TrustCore Financial Services
Tennessee
$8.44K +$7.08K +400 +400%
RBC
157
Romano Brothers & Co
Illinois
$8.44K +$8.85K +500 New
AWM
158
Align Wealth Management
Oklahoma
$7.83K +$8.85K +500 New
PFA
159
Pathway Financial Advisers
Indiana
$7.34K +$7.7K +435 New
C
160
Covestor
United Kingdom
$7K -$185K -10,461 -96%
POIA
161
Pin Oak Investment Advisors
Texas
$7K +$7.08K +400 New
ASN
162
Advisory Services Network
Georgia
$6.75K +$7.08K +400 New
PA
163
Parallel Advisors
California
$4.92K +$106 +6 +2%
CAS
164
Coppell Advisory Solutions
Texas
$4.22K +$4.42K +250 New
CASC
165
Coppell Advisory Solutions Corp
Texas
$4.22K +$4.42K +250 New
OLVIG
166
Oliver Lagore Vanvalin Investment Group
Michigan
$3.37K +$3.54K +200 New
BAM
167
Belpointe Asset Management
Nevada
$2.75K +$2.88K +163 New
FFA
168
Farther Finance Advisors
California
$2.11K +$2.21K +125 New
CAM
169
Cresset Asset Management
Illinois
$1.24K
CAL
170
Capital Analysts LLC
Pennsylvania
$1K
AF
171
Allworth Financial
California
$590
EIG
172
EdgePoint Investment Group
Ontario, Canada
-$56.6M -3,618,261 Closed
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
-$1.24K -77,300 Closed
CIBC World Market
174
CIBC World Market
Ontario, Canada
-$239K -15,260 Closed
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$237K -15,155 Closed

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.