BSM icon

Black Stone Minerals
BSM

Overview Fund Activity

124 hedge funds and large institutions have $440M invested in Black Stone Minerals in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
124
Holders Change
-11
Holders Change %
-8.15%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
37
Reduced
27
Closed
21
Calls
$18.5M
Puts
$2.27M
Net Calls
+$16.2M
Net Calls Change
+$15.8M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.4M
2
MA
2
Mudita Advisors
United Kingdom
$19.6M
3
PDM
3
Penn Davis McFarland
Texas
$20.9M
4
IAM
4
Ion Asset Management
Israel
$3.4M
5
TAM
5
Tocqueville Asset Management
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
MG
2
Magnolia Group
Nebraska
$0
3
AA
3
Ancora Advisors
Ohio
$1.81M
4
BP
4
BBR Partners
New York
$0
5
SA
5
SoftVest Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$97.8M 7,266,343 – –
EIG
2
EdgePoint Investment Group
Ontario, Canada
$48.7M 3,618,261 – –
Morgan Stanley
3
Morgan Stanley
New York
$31.9M 2,371,546 -744,399 -24%
UBS Group
4
UBS Group
Switzerland
$21.4M 1,587,809 +1,575,123 +12,416%
PDM
5
Penn Davis McFarland
Texas
$20.9M 1,555,345 +356,737 +30%
MA
6
Mudita Advisors
United Kingdom
$19.6M 1,454,522 +451,104 +45%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$18.3M 1,359,843 +195,860 +17%
N
8
Natixis
France
$14.7M 1,092,900 – –
Brown Advisory
9
Brown Advisory
Maryland
$14M 1,036,693 -226,212 -18%
TAM
10
Tocqueville Asset Management
New York
$10.1M 750,000 +250,000 +50%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$8.83M 651,100 +300 +0%
IMA
12
Investment Management Associates
Colorado
$7.64M 567,451 -9,582 -2%
KCM
13
Kempner Capital Management
Texas
$6.71M 498,616 – –
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$6.3M 467,748 – –
SOAMC
15
Spirit of America Management Corp
New York
$5.81M 431,249 +9,500 +2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$5.73M 425,428 -15,839 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.03M 373,991 -443 -0.1%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.38M 325,532 +106,352 +49%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.17M 309,664 +190,376 +160%
RJA
20
Raymond James & Associates
Florida
$4.09M 304,113 -7,012 -2%
Wells Fargo
21
Wells Fargo
California
$3.98M 295,933 +35,486 +14%
HT
22
HighTower Trust
Texas
$3.43M 254,536 – –
IAM
23
Ion Asset Management
Israel
$3.4M 252,525 +252,525 New
HighTower Advisors
24
HighTower Advisors
Illinois
$3.38M 251,416 +501 +0.2%
CF
25
Concorde Financial
Texas
$3.29M 213,387 +213,387 New
1
2 3 4 5