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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
FSA
101
Franklin Street Advisors
North Carolina
$345K
MA
102
MAS Advisors
Florida
$337K -$665 -39 -0.2%
WAAG
103
Wealth Alliance Advisory Group
Kansas
$333K
AA
104
ALPS Advisors
Colorado
$332K -$47.3K -2,775 -13%
IWP
105
Icon Wealth Partners
Texas
$317K +$26.3K +1,542 +9%
FVCM
106
F&V Capital Management
Florida
$315K +$56.3K +3,300 +22%
PHS
107
Pekin Hardy Strauss
Illinois
$310K
KA
108
Kovack Advisors
Florida
$297K -$61.8K -3,625 -17%
GBWM
109
Granite Bay Wealth Management
New Hampshire
$296K +$296K +17,347 New
DT
110
Diversified Trust
Tennessee
$289K
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$289K +$286K +16,765 New
FHA
112
Flagship Harbor Advisors
Massachusetts
$284K +$56.8K +3,331 +25%
IAIM
113
International Assets Investment Management
Florida
$279K +$5.11K +300 +2%
UBS Group
114
UBS Group
Switzerland
$276K -$7.65K -449 -3%
LWCFA
115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$275K
AWM
116
Apollon Wealth Management
South Carolina
$270K +$23.7K +1,389 +10%
TNA
117
True North Advisors
Texas
$268K +$265K +15,545 New
ECG
118
Edge Capital Group
Georgia
$247K +$244K +14,310 New
BEAM
119
Baker Ellis Asset Management
Washington
$241K
OP
120
ORG Partners
Indiana
$239K
BG
121
Bahl & Gaynor
Ohio
$233K
Wolverine Trading
122
Wolverine Trading
Illinois
$224K +$221K +12,983 New
AFC
123
AFT Forsyth & Company
Florida
$222K +$5.86K +344 +3%
AC
124
Annandale Capital
Texas
$218K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$217K +$215K +12,593 New

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.