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.
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: 147 → 171 (+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: 10 → 11 (+1)
0.84% more ownership
Funds ownership: 16.6% → 17.44% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.9M |
| 2 |
JP Morgan Chase
New York
|
+$14.4M |
| 3 |
N
Natixis
Paris,
France
|
+$12.3M |
| 4 |
IMA
Investment Management Associates
Greenwood Village,
Colorado
|
+$4.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$56.6M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$13.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.32M |
| 4 |
OBGC
O'Brien Greene & Co
Media,
Pennsylvania
|
-$3.89M |
| 5 |
MA
Mudita Advisors
London,
United Kingdom
|
-$3.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
176
Spire Wealth Management
Mclean,
Virginia
| – | -$222K | -14,164 | Closed |
|
|
APG
177
Abacus Planning Group
Columbia,
South Carolina
| – | -$157K | -10,000 | Closed |
|
|
FSWA
178
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$153K | -9,784 | Closed |
|
|
CS
179
Credit Suisse
Zurich,
Switzerland
| – | -$93K | -5,937 | Closed |
|
|
CG
180
Cutler Group
San Francisco,
California
| – | -$103K | -5,808 | Closed |
|
|
BHWM
181
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$64K | -4,091 | Closed |
|
182
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$11K | -694 | Closed |
|
|
AIM
183
Axiom Investment Management
New York
| – | -$8K | -500 | Closed |
|
|
MIM
184
Macroview Investment Management
Bethesda,
Maryland
| – | -$5K | -315 | 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.