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Black Stone Minerals
BSM

Overview Fund Activity

195 hedge funds and large institutions have $554M invested in Black Stone Minerals in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
195
Holders Change
+16
Holders Change %
+8.94%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
35
Increased
56
Reduced
46
Closed
16
Calls
$13.3M
Puts
$6.83M
Net Calls
+$6.46M
Net Calls Change
-$4.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.87M
3
Nomura Holdings
3
Nomura Holdings
Japan
$5.64M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.15M
5
N
5
Natixis
France
$29.8M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$7.78M
2
IAM
2
Ion Asset Management
Israel
$0
3
MC
3
Mayo Clinic
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$5.31M
5
PVI
5
Pine Valley Investments
New Jersey
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$813K 50,948 -242 -0.5%
Mariner
77
Mariner
Kansas
$801K 50,200 -314 -0.6%
USGIU
78
U.S. Global Investors (USGI)
Texas
$798K 50,000 – –
VC
79
Veracity Capital
Georgia
$786K 49,276 -8,596 -15%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$756K 47,345 – –
AGP
81
Autumn Glory Partners
Texas
$712K 44,600 +20,000 +81%
AC
82
Aristides Capital
Kentucky
$666K 41,735 – –
CIC
83
Chase Investment Counsel
Virginia
$635K 39,788 -24,044 -38%
FM
84
Family Management
New York
$635K 39,767 – –
PWM
85
Perigon Wealth Management
California
$610K 38,207 +2,200 +6%
NA
86
Navellier & Associates
Nevada
$605K 37,920 -16,793 -31%
Wells Fargo
87
Wells Fargo
California
$558K 34,960 -3,092 -8%
LWM
88
LongView Wealth Management
Georgia
$548K 33,735 +33,735 New
ECM
89
Evergreen Capital Management
Washington
$536K 33,611 -2,039 -6%
BC
90
Bartlett & Co
Ohio
$519K 32,746 – –
BCWM
91
Bartlett & Co Wealth Management
Ohio
$519K 32,746 – –
BA
92
Bristlecone Advisors
Washington
$517K 32,410 – –
CAN
93
Cetera Advisor Networks
California
$501K 31,412 +2,753 +10%
JF
94
Jump Financial
Illinois
$501K 31,400 -21,884 -41%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$478K 29,960 +2,149 +8%
AC
96
AlphaCore Capital
California
$476K 29,800 +29,800 New
DA
97
Doliver Advisors
Texas
$439K 27,479 -3,171 -10%
CB
98
Cadence Bank
Mississippi
$408K 25,566 +670 +3%
PWPCM
99
Perella Weinberg Partners Capital Management
New York
$385K 184 -5 -3%
VA
100
Verdad Advisers
Massachusetts
$373K 23,400 – –
2 3
4
5 6