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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
BPA
76
Beacon Pointe Advisors
California
$743K +$735K +43,100 New
AC
77
Aristides Capital
Kentucky
$719K
FM
78
Family Management
New York
$685K
Citigroup
79
Citigroup
New York
$676K +$662K +38,821 +9,779%
Wells Fargo
80
Wells Fargo
California
$656K +$4.88K +286 +0.8%
PWM
81
Perigon Wealth Management
California
$620K +$164K +9,607 +36%
ECM
82
Evergreen Capital Management
Washington
$614K
BCWM
83
Bartlett & Co Wealth Management
Ohio
$564K
BC
84
Bartlett & Co
Ohio
$564K
BA
85
Bristlecone Advisors
Washington
$558K
SCM
86
Saber Capital Management
North Carolina
$538K +$63.6K +3,733 +14%
RCM
87
Requisite Capital Management
Texas
$533K
DA
88
Doliver Advisors
Texas
$528K -$4.67K -274 -0.9%
CAN
89
Cetera Advisor Networks
California
$494K -$613K -35,981 -56%
SG Americas Securities
90
SG Americas Securities
New York
$492K -$324 -19 -0.1%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$479K +$60.1K +3,523 +15%
CB
92
Cadence Bank
Mississippi
$429K +$11.4K +670 +3%
BTI
93
Blue Trust Inc
Georgia
$425K +$13.1K +767 +3%
AGP
94
Autumn Glory Partners
Texas
$424K +$419K +24,600 New
PWPCM
95
Perella Weinberg Partners Capital Management
New York
$415K -$102 -6 -3%
VA
96
Verdad Advisers
Massachusetts
$403K -$691K -40,542 -63%
IWM
97
IHT Wealth Management
Illinois
$374K +$511 +30 +0.1%
US Bancorp
98
US Bancorp
Minnesota
$370K
SS
99
Sunbelt Securities
Texas
$361K +$1.18K +69 +0.3%
BF
100
BOK Financial
Oklahoma
$360K

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.