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Black Stone Minerals

138 hedge funds and large institutions have $456M invested in Black Stone Minerals in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $4.28M

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 124138 (+14)

4% more capital invested

Capital invested by funds: $440M → $456M (+$15.9M)

0.32% more ownership

Funds ownership: 15.74%16.07% (+0.32%)

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
49
Reduced
29
Closed
10
Calls
$31.4M
Puts
$4.28M
Net Calls
+$27.1M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$99.5M
EIG
2
EdgePoint Investment Group
Ontario, Canada
$49.5M
UBS Group
3
UBS Group
Switzerland
$37.7M +$17.8M +1,169,479 +74%
Morgan Stanley
4
Morgan Stanley
New York
$28.7M -$4.16M -273,837 -12%
PDM
5
Penn Davis McFarland
Texas
$21.4M +$86.1K +5,668 +0.4%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$20.2M +$1.75M +115,461 +8%
MA
7
Mudita Advisors
United Kingdom
$19.9M
Brown Advisory
8
Brown Advisory
Maryland
$13.9M -$313K -20,615 -2%
IMA
9
Investment Management Associates
Colorado
$11.1M +$2.2M +144,803 +26%
TAM
10
Tocqueville Asset Management
New York
$10.9M +$745K +49,104 +7%
N
11
Natixis
France
$9.44M -$6.12M -403,200 -37%
KCM
12
Kempner Capital Management
Texas
$6.83M
JP Morgan Chase
13
JP Morgan Chase
New York
$6.52M +$773K +50,916 +12%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$6.4M
SOAMC
15
Spirit of America Management Corp
New York
$6.33M +$471K +31,000 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.32M +$226K +14,873 +4%
Wells Fargo
17
Wells Fargo
California
$5.19M +$1.26M +82,899 +28%
CG
18
Clarus Group
Texas
$4.57M +$5.07M +333,996 New
Macquarie Group
19
Macquarie Group
Australia
$4.53M -$69.1K -4,553 -1%
RJA
20
Raymond James & Associates
Florida
$4.3M +$147K +9,687 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.18M -$69.4K -4,570 -1%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.04M -$463K -30,495 -9%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.46M +$12.2K +802 +0.3%
CF
24
Concorde Financial
Texas
$2.76M -$181K -11,909 -6%
HKAM
25
Horizon Kinetics Asset Management
New York
$2.64M -$5.16K -340 -0.2%

BSM Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2022, worth a combined $456M — up 3.6% from $440M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSM positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $17.8M. The largest seller was Natixis, cutting an estimated $6.12M.

  • 138 institutional investors held Black Stone Minerals (BSM) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $456M of Black Stone Minerals stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 25 funds opened new Black Stone Minerals positions in Q2 2022 and 10 closed out, a net change of +15 holders.
  • The largest Black Stone Minerals buyer in Q2 2022 was UBS Group, an estimated $17.8M added.
  • The largest Black Stone Minerals seller in Q2 2022 was Natixis, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2022.