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Black Stone Minerals

171 hedge funds and large institutions have $615M invested in Black Stone Minerals in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

68% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11M

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

16% more funds holding

Funds holding: 147171 (+24)

13% more capital invested

Capital invested by funds: $544M → $615M (+$70.6M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.84% more ownership

Funds ownership: 16.6%17.44% (+0.84%)

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
41
Increased
55
Reduced
37
Closed
14
Calls
$18.6M
Puts
$11M
Net Calls
+$7.52M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$123M
Morgan Stanley
2
Morgan Stanley
New York
$67.6M +$41.9M +2,369,656 +145%
UBS Group
3
UBS Group
Switzerland
$52.9M -$8.32M -469,937 -13%
PDM
4
Penn Davis McFarland
Texas
$26.3M -$277K -15,645 -1%
N
5
Natixis
France
$23.8M +$12.3M +697,400 +98%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$23.1M +$2.87K +162 +0%
MA
7
Mudita Advisors
United Kingdom
$21.6M -$3.05M -172,561 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$19.4M +$14.4M +812,840 +239%
IMA
9
Investment Management Associates
Colorado
$16.6M +$4.9M +276,786 +39%
Brown Advisory
10
Brown Advisory
Maryland
$16.6M -$31.9K -1,800 -0.2%
ECP
11
Epacria Capital Partners
Colorado
$12.1M +$12.7M +720,176 New
IAM
12
Ion Asset Management
Israel
$11.4M -$544K -30,765 -4%
MC
13
Mayo Clinic
Minnesota
$10.9M +$11.4M +643,617 New
IC
14
Immersion Capital
United Kingdom
$10.3M +$3.52M +198,996 +48%
KCM
15
Kempner Capital Management
Texas
$8.41M
SOAMC
16
Spirit of America Management Corp
New York
$8.08M +$61.9K +3,500 +0.7%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$7.77M -$124K -7,008 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.79M +$179K +10,125 +3%
RJA
19
Raymond James & Associates
Florida
$5.89M +$727K +41,066 +13%
CG
20
Clarus Group
Texas
$5.63M
IG
21
ING Group
Netherlands
$5.11M -$1.4M -79,100 -21%
Citadel Advisors
22
Citadel Advisors
Florida
$4.55M +$3.79M +214,368 +385%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.12M -$20.2K -1,143 -0.5%
HT
24
HighTower Trust
Texas
$4.09M
DCM
25
Difesa Capital Management
New York
$3.74M +$265K +15,000 +7%

BSM Hedge Fund Activity: Q4 2022 in Review

171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2022, worth a combined $615M — up 13% from $544M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BSM positions and 14 closed out — a net gain of 27 holders — while 55 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.9M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $56.6M sold.

  • 171 institutional investors held Black Stone Minerals (BSM) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $615M of Black Stone Minerals stock for Q4 2022, up 13% quarter-over-quarter.
  • 41 funds opened new Black Stone Minerals positions in Q4 2022 and 14 closed out, a net change of +27 holders.
  • The largest Black Stone Minerals buyer in Q4 2022 was Morgan Stanley, an estimated $41.9M added.
  • The largest Black Stone Minerals seller in Q4 2022 was EdgePoint Investment Group, an estimated $56.6M sold.

Based on aggregated 13F filings for Q4 2022.