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Black Stone Minerals
BSM

Overview Fund Activity

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
Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.71%
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

1
Bank of America
1
Bank of America
North Carolina
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.2M
3
CF
3
Concorde Financial
Texas
$4.95M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$24.9M
5
CEI
5
Clark Estates Inc
New York
$3.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$551K
2
WMRU
2
William Marsh Rice University
Texas
$88.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.99M
4
N
4
Natixis
France
$11.1M
5
IC
5
Immersion Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.41M -$18.8K -1,200 -1%
ZB
52
Zions Bancorporation
Utah
$1.35M -$406K -25,881 -23%
MC
53
Moors & Cabot
Massachusetts
$1.33M +$47.9K +3,050 +4%
Citadel Advisors
54
Citadel Advisors
Florida
$1.31M -$2.92M -186,255 -69%
GA
55
GraniteShares Advisors
New York
$1.3M +$711K +45,327 +120%
CFB
56
Cullen/Frost Bankers
Texas
$1.2M +$31.4K +2,000 +3%
Invesco
57
Invesco
Georgia
$1.2M -$507K -32,327 -30%
CAM
58
Cresset Asset Management
Illinois
$1.19M -$46.6K -2,967 -4%
IAA
59
Independent Advisor Alliance
North Carolina
$1.17M +$1.17M +74,437 New
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$1.07M – – –
LPL Financial
61
LPL Financial
California
$1.03M +$184K +11,743 +22%
CIC
62
Chase Investment Counsel
Virginia
$1M – – –
AWM
63
AE Wealth Management
Kansas
$980K +$106K +6,734 +12%
DADC
64
D.A. Davidson & Co
Montana
$979K +$176K +11,214 +22%
JFG
65
Jefferies Financial Group
New York
$979K – – –
GC
66
Gruss & Co
Florida
$951K -$374K -23,852 -28%
WF
67
Welch & Forbes
Massachusetts
$925K – – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$917K +$10.1K +642 +1%
CHAM
69
Clear Harbor Asset Management
Connecticut
$873K -$9.81K -625 -1%
NA
70
Navellier & Associates
Nevada
$795K -$12.3K -781 -2%
USGIU
71
U.S. Global Investors (USGI)
Texas
$785K -$549K -35,000 -41%
AIA
72
Avalon Investment & Advisory
Texas
$758K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$752K +$39.2K +2,500 +6%
AP
74
Americana Partners
Texas
$720K – – –
CA
75
Cetera Advisors
Colorado
$707K +$707K +45,055 New
1 2
3
4 5