Black Stone Minerals
125 hedge funds and large institutions have $445M invested in Black Stone Minerals in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.
713% more call options, than puts
Call options by funds: $18.5M | Put options by funds: $2.27M
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
28% more capital invested
Capital invested by funds: $349M → $445M (+$96.3M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.37% less ownership
Funds ownership: 16.13% → 15.75% (-0.37%)
8% less funds holding
Funds holding: 136 → 125 (-11)
48% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.8M |
| 2 |
MA
Mudita Advisors
London,
United Kingdom
|
+$5.38M |
| 3 |
PDM
Penn Davis McFarland
Dallas,
Texas
|
+$4.25M |
| 4 |
IAM
Ion Asset Management
Herzliya,
Israel
|
+$3.01M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.87M |
| 2 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$8.38M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$6.42M |
| 4 |
BP
BBR Partners
New York
|
-$5.38M |
| 5 |
SA
SoftVest Advisors
Abilene,
Texas
|
-$5.21M |
BSM Hedge Fund Activity: Q1 2022 in Review
125 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2022, worth a combined $445M — up 28% from $349M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of BSM and 11 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 38 added.
The largest buyer was UBS Group, adding an estimated $18.8M. The largest seller was Morgan Stanley, cutting an estimated $8.87M.
- 125 institutional investors held Black Stone Minerals (BSM) as of Q1 2022, down from 136 in Q4 2021.
- Funds reported $445M of Black Stone Minerals stock for Q1 2022, up 28% quarter-over-quarter.
- 11 funds opened new Black Stone Minerals positions in Q1 2022 and 21 closed out, a net change of -10 holders.
- The largest Black Stone Minerals buyer in Q1 2022 was UBS Group, an estimated $18.8M added.
- The largest Black Stone Minerals seller in Q1 2022 was Morgan Stanley, an estimated $8.87M sold.
Based on aggregated 13F filings for Q1 2022.