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Black Stone Minerals

171 hedge funds and large institutions have $471M invested in Black Stone Minerals in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $23M | Put options by funds: $8M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

1% more funds holding

Funds holding: 169171 (+2)

0.48% less ownership

Funds ownership: 14.53%14.05% (-0.48%)

1% less capital invested

Capital invested by funds: $478M → $471M (-$6.96M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.68%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
27
Increased
50
Reduced
40
Closed
21
Calls
$23M
Puts
$8M
Net Calls
+$15M
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.11M +$361K +22,594 +13%
OCM
27
Orchard Capital Management
Illinois
$3.05M
HIGP
28
Hill Investment Group Partners
Missouri
$2.83M
HKAM
29
Horizon Kinetics Asset Management
New York
$2.6M -$3.2K -200 -0.1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.44M +$1.89M +117,964 +339%
BOTOTLSJU
31
Board of Trustees of The Leland Stanford Junior University
California
$2.36M
Stifel Financial
32
Stifel Financial
Missouri
$2.33M +$646K +40,402 +38%
Macquarie Group
33
Macquarie Group
Australia
$2.31M -$288K -18,002 -11%
MAA
34
Mraz Amerine & Associates
California
$2.14M -$6.85K -428 -0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.13M +$1.21M +75,362 +129%
MTC
36
McDaniel Terry & Co
Texas
$2.12M -$51.2K -3,200 -2%
PFS
37
Prospera Financial Services
Texas
$2.08M -$34.1K -2,130 -2%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.95M +$508K +31,725 +35%
LPL Financial
39
LPL Financial
California
$1.84M +$803K +50,187 +77%
OBGC
40
O'Brien Greene & Co
Pennsylvania
$1.75M
AA
41
Ancora Advisors
Ohio
$1.71M -$271K -16,969 -14%
CSC
42
Caldwell Sutter Capital
California
$1.69M
BI
43
Bramshill Investments
Florida
$1.63M -$25.6K -1,598 -2%
CM
44
CoreCommodity Management
Connecticut
$1.6M +$1.6M +100,059 New
HFS
45
Howard Financial Services
Texas
$1.55M +$59.4K +3,711 +4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.5M -$925K -57,833 -38%
SC
47
Savant Capital
Illinois
$1.45M
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.44M +$2.16K +135 +0.1%
EGA
49
Eagle Global Advisors
Texas
$1.42M -$16K -1,000 -1%
Truist Financial
50
Truist Financial
North Carolina
$1.42M -$414K -25,896 -23%

BSM Hedge Fund Activity: Q2 2023 in Review

171 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2023, worth a combined $471M — down 1.5% from $478M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSM positions and 21 closed out — a net gain of 6 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.89M. The largest seller was CIBC Private Wealth Group, cutting an estimated $4.07M.

  • 171 institutional investors held Black Stone Minerals (BSM) as of Q2 2023, up from 169 in Q1 2023.
  • Funds reported $471M of Black Stone Minerals stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 27 funds opened new Black Stone Minerals positions in Q2 2023 and 21 closed out, a net change of +6 holders.
  • The largest Black Stone Minerals buyer in Q2 2023 was Susquehanna International Group, an estimated $1.89M added.
  • The largest Black Stone Minerals seller in Q2 2023 was CIBC Private Wealth Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2023.