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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$750K +$244K +15,245 +48%
AC
77
Aristides Capital
Kentucky
$666K
FM
78
Family Management
New York
$634K -$865K -54,064 -58%
Wells Fargo
79
Wells Fargo
California
$602K +$46.7K +2,919 +8%
ECM
80
Evergreen Capital Management
Washington
$569K
BCWM
81
Bartlett & Co Wealth Management
Ohio
$522K
BC
82
Bartlett & Co
Ohio
$522K
BA
83
Bristlecone Advisors
Washington
$517K
DA
84
Doliver Advisors
Texas
$493K
RCM
85
Requisite Capital Management
Texas
$493K +$65.8K +4,115 +15%
SG Americas Securities
86
SG Americas Securities
New York
$456K +$46.2K +2,886 +11%
SCM
87
Saber Capital Management
North Carolina
$439K -$4.38K -274 -1%
PWM
88
Perigon Wealth Management
California
$421K +$138K +8,650 +49%
BTI
89
Blue Trust Inc
Georgia
$406K +$12.3K +769 +3%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$387K +$63K +3,936 +19%
CB
91
Cadence Bank
Mississippi
$386K +$10.8K +674 +3%
PWPCM
92
Perella Weinberg Partners Capital Management
New York
$385K -$80 -5 -3%
AA
93
ALPS Advisors
Colorado
$351K +$2.56K +160 +0.7%
IWM
94
IHT Wealth Management
Illinois
$346K +$19.7K +1,230 +6%
US Bancorp
95
US Bancorp
Minnesota
$342K
KA
96
Kovack Advisors
Florida
$333K +$82.6K +5,165 +33%
SS
97
Sunbelt Securities
Texas
$333K +$1.14K +71 +0.3%
PIWA
98
Prevail Innovative Wealth Advisors
Kansas
$325K +$326K +20,386 New
BF
99
BOK Financial
Oklahoma
$319K
FSA
100
Franklin Street Advisors
North Carolina
$319K

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.