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Black Stone Minerals
BSM

Overview Fund Activity

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.

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.7%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.44M
2
CM
2
CoreCommodity Management
Connecticut
$1.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.13M
4
VC
4
Veracity Capital
Georgia
$1.2M
5
VA
5
Verdad Advisers
Massachusetts
$1.02M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$21.2M
2
Bank of America
2
Bank of America
North Carolina
$7.7M
3
ECP
3
Epacria Capital Partners
Colorado
$9.22M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$95.7K
5
HF
5
HRT Financial
New York
$1.35M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
MAS Advisors
Florida
$312K 19,572 -12,598 -39%
WAAG
102
Wealth Alliance Advisory Group
Kansas
$309K 19,352 +19,352 New
PI
103
PEAK6 Investments
Illinois
$301K 18,845 -6,781 -26%
PHS
104
Pekin Hardy Strauss
Illinois
$287K 18,000 -1,500 -8%
Goldman Sachs
105
Goldman Sachs
New York
$285K 17,871 -405 -2%
Creative Planning
106
Creative Planning
Kansas
$272K 17,068 +3,598 +27%
IWP
107
Icon Wealth Partners
Texas
$269K 16,867 – –
DT
108
Diversified Trust
Tennessee
$268K 16,787 – –
UBS Group
109
UBS Group
Switzerland
$262K 16,439 -18,704 -53%
IAIM
110
International Assets Investment Management
Florida
$251K 15,713 +4,000 +34%
TI
111
Tidal Investments
Wisconsin
$242K 15,151 +15,151 New
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K 15,000 – –
FVCM
113
F&V Capital Management
Florida
$239K 15,000 – –
Mariner
114
Mariner
Kansas
$236K 14,812 -2,788 -16%
AWM
115
Apollon Wealth Management
South Carolina
$228K 14,279 +984 +7%
BEAM
116
Baker Ellis Asset Management
Washington
$223K 14,000 – –
OP
117
ORG Partners
Indiana
$220K 13,900 – –
BG
118
Bahl & Gaynor
Ohio
$215K 13,500 – –
FHA
119
Flagship Harbor Advisors
Massachusetts
$210K 13,167 +13,167 New
SI
120
Saxon Interests
Texas
$206K 12,945 – –
AC
121
Annandale Capital
Texas
$201K 12,624 – –
AFC
122
AFT Forsyth & Company
Florida
$200K 12,523 +12,523 New
SWA
123
SFMG Wealth Advisors
Texas
$195K 12,205 -10,417 -46%
ACA
124
Ascension Capital Advisors
Texas
$194K 12,186 – –
GWM
125
Guardian Wealth Management
Illinois
$190K 11,904 +224 +2%
3 4
5
6 7