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Black Stone Minerals
BSM

169 hedge funds and large institutions have $478M invested in Black Stone Minerals in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $10.4M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

1% less funds holding

Funds holding: 171 → 169 (-2)

2.91% less ownership

Funds ownership: 17.44% → 14.53% (-2.9%)

22% less capital invested

Capital invested by funds: $615M → $478M (-$137M)

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.69%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
29
Increased
53
Reduced
47
Closed
25
Calls
$22.4M
Puts
$10.4M
Net Calls
+$12M
Net Calls Change
+$4.5M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$10M
2
Morgan Stanley
Morgan Stanley
New York
+$9.33M
3
CF
Concorde Financial
Texas
+$3.87M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$3.38M
5
CEI
Clark Estates Inc
New York
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$48.6M
2
WMRU
William Marsh Rice University
Texas
-$25.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$16.1M
4
N
Natixis
France
-$11M
5
IC
Immersion Capital
United Kingdom
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CEI
26
Clark Estates Inc
New York
$3.14M +$3.13M +200,000 New
HF
27
HRT Financial
New York
$3M +$1.17M +74,657 +64%
OCM
28
Orchard Capital Management
Illinois
$3M +$31.2K +1,993 +1%
HIGP
29
Hill Investment Group Partners
Missouri
$2.78M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.71M +$392K +25,051 +17%
HKAM
31
Horizon Kinetics Asset Management
New York
$2.56M -$30.5K -1,950 -1%
Macquarie Group
32
Macquarie Group
Australia
$2.55M -$308K -19,638 -11%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.38M -$206K -13,182 -8%
BOTOTLSJU
34
Board of Trustees of The Leland Stanford Junior University
California
$2.32M – – –
RWP
35
RWA Wealth Partners
Massachusetts
$2.26M – – –
MTC
36
McDaniel Terry & Co
Texas
$2.14M -$99.4K -6,350 -4%
MAA
37
Mraz Amerine & Associates
California
$2.11M +$29.6K +1,892 +1%
PFS
38
Prospera Financial Services
Texas
$2.08M -$1.26M -80,322 -38%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.99M -$16.1M -1,025,930 -89%
AA
40
Ancora Advisors
Ohio
$1.95M -$181K -11,546 -9%
Truist Financial
41
Truist Financial
North Carolina
$1.8M +$1.55M +98,985 +629%
OBGC
42
O'Brien Greene & Co
Pennsylvania
$1.73M – – –
CSC
43
Caldwell Sutter Capital
California
$1.66M – – –
Stifel Financial
44
Stifel Financial
Missouri
$1.66M +$76.6K +4,894 +5%
BI
45
Bramshill Investments
Florida
$1.63M +$28.8K +1,838 +2%
FM
46
Family Management
New York
$1.47M – – –
HFS
47
Howard Financial Services
Texas
$1.47M +$1.82K +116 +0.1%
SC
48
Savant Capital
Illinois
$1.42M +$1.42M +90,742 New
Osaic Holdings
49
Osaic Holdings
Arizona
$1.42M +$291K +18,566 +26%
EGA
50
Eagle Global Advisors
Texas
$1.41M – – –
1
2
3 4 5

BSM Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2023, worth a combined $478M — down 22% from $615M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSM positions and 25 closed out — a net gain of 4 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Bank of America, adding an estimated $10M. The largest seller was UBS Group, cutting an estimated $48.6M.

  • 169 institutional investors held Black Stone Minerals (BSM) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $478M of Black Stone Minerals stock for Q1 2023, down 22% quarter-over-quarter.
  • 29 funds opened new Black Stone Minerals positions in Q1 2023 and 25 closed out, a net change of +4 holders.
  • The largest Black Stone Minerals buyer in Q1 2023 was Bank of America, an estimated $10M added.
  • The largest Black Stone Minerals seller in Q1 2023 was UBS Group, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2023.