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Black Stone Minerals

179 hedge funds and large institutions have $509M invested in Black Stone Minerals in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.09M

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more capital invested

Capital invested by funds: $471M → $509M (+$37.8M)

5% more funds holding

Funds holding: 171179 (+8)

0% less ownership

Funds ownership: 14.05%14.05% (-0%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
26
Increased
55
Reduced
39
Closed
18
Calls
$18.8M
Puts
$8.09M
Net Calls
+$10.7M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
Orchard Capital Management
Illinois
$3.29M
HIGP
27
Hill Investment Group Partners
Missouri
$3.06M
HKAM
28
Horizon Kinetics Asset Management
New York
$2.89M +$86.9K +5,100 +3%
MC
29
Mayo Clinic
Minnesota
$2.86M -$8.14M -477,470 -74%
LPL Financial
30
LPL Financial
California
$2.79M +$788K +46,216 +40%
Stifel Financial
31
Stifel Financial
Missouri
$2.56M +$41K +2,405 +2%
BOTOTLSJU
32
Board of Trustees of The Leland Stanford Junior University
California
$2.55M
RWP
33
RWA Wealth Partners
Massachusetts
$2.41M +$1.4M +82,276 +144%
Macquarie Group
34
Macquarie Group
Australia
$2.3M -$191K -11,218 -8%
MAA
35
Mraz Amerine & Associates
California
$2.3M -$16.3K -955 -0.7%
MTC
36
McDaniel Terry & Co
Texas
$2.29M
Citadel Advisors
37
Citadel Advisors
Florida
$2.25M +$2.22M +130,313 New
Jane Street
38
Jane Street
New York
$1.98M +$1.76M +103,416 +895%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.91M -$390K -22,882 -17%
CSC
40
Caldwell Sutter Capital
California
$1.82M
SIA
41
Schechter Investment Advisors
Michigan
$1.74M +$1.72M +100,922 New
CM
42
CoreCommodity Management
Connecticut
$1.73M +$2.63K +154 +0.2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.73M +$105K +6,171 +7%
OBGC
44
O'Brien Greene & Co
Pennsylvania
$1.72M -$170K -10,000 -9%
HFS
45
Howard Financial Services
Texas
$1.68M +$1.86K +109 +0.1%
SC
46
Savant Capital
Illinois
$1.56M
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.55M -$1.21K -71 -0.1%
EGA
48
Eagle Global Advisors
Texas
$1.54M
Truist Financial
49
Truist Financial
North Carolina
$1.52M -$8.42K -494 -0.6%
GA
50
GraniteShares Advisors
New York
$1.45M +$30.3K +1,777 +2%

BSM Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2023, worth a combined $509M — up 8% from $471M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSM positions and 18 closed out — a net gain of 8 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Natixis, adding an estimated $15.3M. The largest seller was Mayo Clinic, cutting an estimated $8.14M.

  • 179 institutional investors held Black Stone Minerals (BSM) as of Q3 2023, up from 171 in Q2 2023.
  • Funds reported $509M of Black Stone Minerals stock for Q3 2023, up 8% quarter-over-quarter.
  • 26 funds opened new Black Stone Minerals positions in Q3 2023 and 18 closed out, a net change of +8 holders.
  • The largest Black Stone Minerals buyer in Q3 2023 was Natixis, an estimated $15.3M added.
  • The largest Black Stone Minerals seller in Q3 2023 was Mayo Clinic, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2023.