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Black Stone Minerals
BSM

Overview Fund Activity

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.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
2.33%
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

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.7M
2
CG
2
Clarus Group
Texas
$4.57M
3
IMA
3
Investment Management Associates
Colorado
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$2.15M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$20.2M

Top Sellers

1
N
1
Natixis
France
$9.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.7M
3
HT
3
HighTower Trust
Texas
$0
4
IAM
4
Ion Asset Management
Israel
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$876K
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$99.5M 7,266,343 – –
EIG
2
EdgePoint Investment Group
Ontario, Canada
$49.5M 3,618,261 – –
UBS Group
3
UBS Group
Switzerland
$37.7M 2,757,288 +1,169,479 +74%
Morgan Stanley
4
Morgan Stanley
New York
$28.7M 2,097,709 -273,837 -12%
PDM
5
Penn Davis McFarland
Texas
$21.4M 1,561,013 +5,668 +0.4%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$20.2M 1,475,304 +115,461 +8%
MA
7
Mudita Advisors
United Kingdom
$19.9M 1,454,522 – –
Brown Advisory
8
Brown Advisory
Maryland
$13.9M 1,016,078 -20,615 -2%
IMA
9
Investment Management Associates
Colorado
$11.1M 712,254 +144,803 +26%
TAM
10
Tocqueville Asset Management
New York
$10.9M 799,104 +49,104 +7%
N
11
Natixis
France
$9.44M 689,700 -403,200 -37%
KCM
12
Kempner Capital Management
Texas
$6.83M 498,616 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$6.52M 476,344 +50,916 +12%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$6.4M 467,748 – –
SOAMC
15
Spirit of America Management Corp
New York
$6.33M 462,249 +31,000 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.32M 388,864 +14,873 +4%
Wells Fargo
17
Wells Fargo
California
$5.19M 378,832 +82,899 +28%
CG
18
Clarus Group
Texas
$4.57M 333,996 +333,996 New
Macquarie Group
19
Macquarie Group
Australia
$4.53M 331,010 -4,553 -1%
RJA
20
Raymond James & Associates
Florida
$4.3M 313,800 +9,687 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.18M 305,094 -4,570 -1%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.04M 295,037 -30,495 -9%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.46M 252,218 +802 +0.3%
CF
24
Concorde Financial
Texas
$2.76M 201,478 -11,909 -6%
HKAM
25
Horizon Kinetics Asset Management
New York
$2.64M 192,749 -340 -0.2%
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