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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
MA
101
MAS Advisors
Florida
$312K -$202K -12,598 -39%
WAAG
102
Wealth Alliance Advisory Group
Kansas
$309K +$310K +19,352 New
PI
103
PEAK6 Investments
Illinois
$301K -$108K -6,781 -26%
PHS
104
Pekin Hardy Strauss
Illinois
$287K -$24K -1,500 -8%
Goldman Sachs
105
Goldman Sachs
New York
$285K -$6.48K -405 -2%
Creative Planning
106
Creative Planning
Kansas
$272K +$57.6K +3,598 +27%
IWP
107
Icon Wealth Partners
Texas
$269K
DT
108
Diversified Trust
Tennessee
$268K
UBS Group
109
UBS Group
Switzerland
$262K -$299K -18,704 -53%
IAIM
110
International Assets Investment Management
Florida
$251K +$64K +4,000 +34%
TI
111
Tidal Investments
Wisconsin
$242K +$242K +15,151 New
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K
FVCM
113
F&V Capital Management
Florida
$239K
Mariner
114
Mariner
Kansas
$236K -$44.6K -2,788 -16%
AWM
115
Apollon Wealth Management
South Carolina
$228K +$15.7K +984 +7%
BEAM
116
Baker Ellis Asset Management
Washington
$223K
OP
117
ORG Partners
Indiana
$220K
BG
118
Bahl & Gaynor
Ohio
$215K
FHA
119
Flagship Harbor Advisors
Massachusetts
$210K +$211K +13,167 New
SI
120
Saxon Interests
Texas
$206K
AC
121
Annandale Capital
Texas
$201K
AFC
122
AFT Forsyth & Company
Florida
$200K +$200K +12,523 New
SWA
123
SFMG Wealth Advisors
Texas
$195K -$167K -10,417 -46%
ACA
124
Ascension Capital Advisors
Texas
$194K
GWMI
125
Guardian Wealth Management (Illinois)
Illinois
$190K +$3.58K +224 +2%

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.