We are live on ! Find out more
BSM icon

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
CAM
51
Cresset Asset Management
Illinois
$1.42M -$41K -2,408 -3%
ZB
52
Zions Bancorporation
Utah
$1.42M -$59.7K -3,500 -4%
MC
53
Moors & Cabot
Massachusetts
$1.4M -$81.8K -4,800 -6%
TI
54
Tidal Investments
Wisconsin
$1.36M +$1.08M +63,601 +420%
CFB
55
Cullen/Frost Bankers
Texas
$1.31M
IAA
56
Independent Advisor Alliance
North Carolina
$1.28M
AA
57
Ancora Advisors
Ohio
$1.19M -$652K -38,264 -36%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$1.17M
SFS
59
Sowell Financial Services
Arkansas
$1.15M +$204K +11,989 +22%
CIC
60
Chase Investment Counsel
Virginia
$1.1M
JFG
61
Jefferies Financial Group
New York
$1.08M
GC
62
Gruss & Co
Florida
$1.04M
Invesco
63
Invesco
Georgia
$1.02M +$4.28K +251 +0.4%
WF
64
Welch & Forbes
Massachusetts
$1.02M
VC
65
Veracity Capital
Georgia
$997K -$295K -17,333 -23%
CHAM
66
Clear Harbor Asset Management
Connecticut
$957K -$1.71K -100 -0.2%
Corient Private Wealth
67
Corient Private Wealth
Florida
$951K +$49.4K +2,900 +6%
NA
68
Navellier & Associates
Nevada
$943K -$17.7K -1,041 -2%
JF
69
Jump Financial
Illinois
$918K +$52.9K +3,105 +6%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$882K -$4.4K -258 -0.5%
Mariner
71
Mariner
Kansas
$870K +$609K +35,702 +241%
USGIU
72
U.S. Global Investors (USGI)
Texas
$862K
HF
73
HRT Financial
New York
$846K -$608K -35,678 -42%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$816K +$5.11K +300 +0.6%
DADC
75
D.A. Davidson & Co
Montana
$744K -$370K -21,700 -33%

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.