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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
ZB
51
Zions Bancorporation
Utah
$1.37M
MC
52
Moors & Cabot
Massachusetts
$1.37M +$20.8K +1,300 +2%
CAM
53
Cresset Asset Management
Illinois
$1.36M +$142K +8,898 +12%
HF
54
HRT Financial
New York
$1.35M -$1.7M -106,545 -56%
GA
55
GraniteShares Advisors
New York
$1.31M -$14K -874 -1%
CFB
56
Cullen/Frost Bankers
Texas
$1.22M
VC
57
Veracity Capital
Georgia
$1.2M +$1.2M +75,205 New
IAA
58
Independent Advisor Alliance
North Carolina
$1.19M
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$1.08M
DADC
60
D.A. Davidson & Co
Montana
$1.04M +$39.8K +2,486 +4%
CAN
61
Cetera Advisor Networks
California
$1.03M +$618K +38,644 +149%
VA
62
Verdad Advisers
Massachusetts
$1.02M +$1.02M +63,942 New
CIC
63
Chase Investment Counsel
Virginia
$1.02M
JFG
64
Jefferies Financial Group
New York
$995K
GC
65
Gruss & Co
Florida
$967K
WF
66
Welch & Forbes
Massachusetts
$941K
Invesco
67
Invesco
Georgia
$937K -$278K -17,407 -23%
RWP
68
RWA Wealth Partners
Massachusetts
$914K -$1.39M -86,736 -60%
NA
69
Navellier & Associates
Nevada
$889K +$81.8K +5,110 +10%
CHAM
70
Clear Harbor Asset Management
Connecticut
$887K
SFS
71
Sowell Financial Services
Arkansas
$872K +$874K +54,653 New
Corient Private Wealth
72
Corient Private Wealth
Florida
$834K +$837K +52,293 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$821K +$56K +3,500 +7%
JF
74
Jump Financial
Illinois
$800K +$803K +50,179 New
USGIU
75
U.S. Global Investors (USGI)
Texas
$798K

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.