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Black Stone Minerals

147 hedge funds and large institutions have $544M invested in Black Stone Minerals in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $26M | Put options by funds: $10.5M

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

19% more capital invested

Capital invested by funds: $456M → $544M (+$87.9M)

7% more funds holding

Funds holding: 138147 (+9)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

0.53% more ownership

Funds ownership: 16.07%16.6% (+0.53%)

Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
27
Increased
41
Reduced
39
Closed
15
Calls
$26M
Puts
$10.5M
Net Calls
+$15.5M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$114M
EIG
2
EdgePoint Investment Group
Ontario, Canada
$56.6M
UBS Group
3
UBS Group
Switzerland
$56.5M +$12.9M +850,920 +31%
Morgan Stanley
4
Morgan Stanley
New York
$25.6M -$7.02M -462,664 -22%
PDM
5
Penn Davis McFarland
Texas
$24.7M +$216K +14,259 +0.9%
MA
6
Mudita Advisors
United Kingdom
$22.8M
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$21.4M -$1.6M -105,461 -7%
Brown Advisory
8
Brown Advisory
Maryland
$15.4M -$476K -31,356 -3%
TAM
9
Tocqueville Asset Management
New York
$12.5M
N
10
Natixis
France
$11.1M +$341K +22,500 +3%
IMA
11
Investment Management Associates
Colorado
$11.1M -$67.7K -4,464 -0.6%
IAM
12
Ion Asset Management
Israel
$11M +$10.7M +705,000 New
KCM
13
Kempner Capital Management
Texas
$7.8M
SOAMC
14
Spirit of America Management Corp
New York
$7.44M +$197K +13,000 +3%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$7.32M
IC
16
Immersion Capital
United Kingdom
$6.46M +$6.26M +412,500 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.14M +$56.2K +3,704 +1%
IG
18
ING Group
Netherlands
$5.98M +$4.07M +268,300 +235%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.32M -$2.07M -136,523 -29%
CG
20
Clarus Group
Texas
$5.23M
OBGC
21
O'Brien Greene & Co
Pennsylvania
$5.16M +$3.34M +220,000 +200%
RJA
22
Raymond James & Associates
Florida
$4.82M -$86.9K -5,728 -2%
Goldman Sachs
23
Goldman Sachs
New York
$4.31M +$1.37M +90,415 +49%
HT
24
HighTower Trust
Texas
$3.98M +$3.86M +254,536 New
First Trust Advisors
25
First Trust Advisors
Illinois
$3.93M -$663K -43,669 -15%

BSM Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2022, worth a combined $544M — up 19% from $456M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSM positions and 15 closed out — a net gain of 12 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was UBS Group, adding an estimated $12.9M. The largest seller was Morgan Stanley, cutting an estimated $7.02M.

  • 147 institutional investors held Black Stone Minerals (BSM) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $544M of Black Stone Minerals stock for Q3 2022, up 19% quarter-over-quarter.
  • 27 funds opened new Black Stone Minerals positions in Q3 2022 and 15 closed out, a net change of +12 holders.
  • The largest Black Stone Minerals buyer in Q3 2022 was UBS Group, an estimated $12.9M added.
  • The largest Black Stone Minerals seller in Q3 2022 was Morgan Stanley, an estimated $7.02M sold.

Based on aggregated 13F filings for Q3 2022.