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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
HH
126
Hilltop Holdings
Texas
$190K
Jane Street
127
Jane Street
New York
$184K -$82.6K -5,161 -31%
HF
128
Halpern Financial
Virginia
$183K
Franklin Resources
129
Franklin Resources
California
$182K
SW
130
SVB Wealth
Massachusetts
$182K -$21.9K -1,371 -11%
AWA
131
Arete Wealth Advisors
Illinois
$178K +$178K +11,150 New
LW
132
Linscomb Wealth
Texas
$175K
BWM
133
BCS Wealth Management
Tennessee
$168K +$4.75K +297 +3%
UIA
134
Ulland Investment Advisors
Minnesota
$136K +$136K +8,500 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$132K +$3.25K +203 +3%
TRCT
136
Tower Research Capital (TRC)
New York
$120K +$54K +3,375 +81%
First Eagle Investment Management
137
First Eagle Investment Management
New York
$114K +$114K +7,125 New
LF
138
Lee Financial
Texas
$112K
GWM
139
Geneos Wealth Management
Colorado
$97K
JP Morgan Chase
140
JP Morgan Chase
New York
$95.7K -$1.93M -120,730 -95%
Simplex Trading
141
Simplex Trading
Illinois
$94K +$94.6K +5,912 New
VNIM
142
Vaughan Nelson Investment Management
Texas
$89K
IPW
143
Impact Partnership Wealth
Georgia
$81.5K +$81.8K +5,113 New
HI
144
Harbour Investments
Wisconsin
$69.7K +$12.4K +772 +21%
SFG
145
Steward Financial Group
Texas
$58K +$1.65K +103 +3%
CA
146
Clearstead Advisors
Ohio
$53.1K +$48 +3 +0.1%
OIA
147
Optimum Investment Advisors
Illinois
$47.9K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$33K
NFSG
149
Newbridge Financial Services Group
Florida
$31.9K +$11.2K +700 +54%
GBT
150
Grove Bank & Trust
Florida
$31.9K +$16K +1,000 +100%

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.