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Black Stone Minerals
BSM

Overview Fund Activity

169 hedge funds and large institutions have $478M invested in Black Stone Minerals in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
29
Increased
53
Reduced
47
Closed
25
Calls
$22.4M
Puts
$10.4M
Net Calls
+$12M
Net Calls Change
+$4.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.2M
3
CF
3
Concorde Financial
Texas
$4.95M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$24.9M
5
CEI
5
Clark Estates Inc
New York
$3.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$551K
2
WMRU
2
William Marsh Rice University
Texas
$88.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.99M
4
N
4
Natixis
France
$11.1M
5
IC
5
Immersion Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
126
Hilltop Holdings
Texas
$187K +$15.7K +1,000 +9%
AIA
127
Arrow Investment Advisors
Maryland
$187K +$4.08K +260 +2%
IAIM
128
International Assets Investment Management
Florida
$184K +$184K +11,713 New
GWM
129
Guardian Wealth Management
Illinois
$183K +$3.89K +248 +2%
HF
130
Halpern Financial
Virginia
$180K – – –
Franklin Resources
131
Franklin Resources
California
$179K – – –
LW
132
Linscomb Wealth
Texas
$173K -$47.2K -3,010 -21%
AGP
133
Autumn Glory Partners
Texas
$173K +$173K +11,000 New
BWM
134
BCS Wealth Management
Tennessee
$161K +$161K +10,264 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$127K -$2.87M -182,768 -96%
LF
136
Lee Financial
Texas
$111K -$240K -15,300 -68%
SOW
137
State of Wyoming
Wyoming
$107K -$71K -4,527 -40%
GWM
138
Geneos Wealth Management
Colorado
$95.4K +$26.4K +1,680 +38%
BAM
139
Belpointe Asset Management
Nevada
$93.5K +$91K +5,797 +3,556%
VNIM
140
Vaughan Nelson Investment Management
Texas
$88K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$65K -$198K -12,721 -75%
HI
142
Harbour Investments
Wisconsin
$56.5K +$56.5K +3,600 New
SFG
143
Steward Financial Group
Texas
$56K +$1.67K +107 +3%
CA
144
Clearstead Advisors
Ohio
$52.2K +$1.29K +82 +3%
OIA
145
Optimum Investment Advisors
Illinois
$47.1K – – –
TAM
146
Tucker Asset Management
Colorado
$44.7K +$44.7K +2,851 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$33K +$33K +2,100 New
Acadian Asset Management
148
Acadian Asset Management
Massachusetts
$26K -$275K -17,603 -91%
NFSG
149
Newbridge Financial Services Group
Florida
$20.4K +$7.85K +500 +63%
CWA
150
Clearview Wealth Advisors
Oregon
$17.2K +$502 +32 +3%
4 5
6
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