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Black Stone Minerals
BSM

Overview Fund Activity

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
Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.85%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
26
Increased
55
Reduced
39
Closed
18
Calls
$18.8M
Puts
$8.09M
Net Calls
+$10.7M
Net Calls Change
-$4.25M

Top Buyers

1
N
1
Natixis
France
$28.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.25M
3
IG
3
ING Group
Netherlands
$6.63M
4
RJA
4
Raymond James & Associates
Florida
$8.12M
5
Jane Street
5
Jane Street
New York
$1.98M

Top Sellers

1
MC
1
Mayo Clinic
Minnesota
$2.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.3M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$18.5M
4
PVI
4
Pine Valley Investments
New Jersey
$5.66M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Guardian Wealth Management
Illinois
$213K +$8.08K +469 +4%
AWM
127
Axxcess Wealth Management
California
$212K +$212K +12,300 New
Creative Planning
128
Creative Planning
Kansas
$211K -$82.9K -4,810 -28%
HH
129
Hilltop Holdings
Texas
$205K – – –
HF
130
Halpern Financial
Virginia
$198K – – –
AWA
131
Arete Wealth Advisors
Illinois
$197K +$5.17K +300 +3%
VA
132
Vident Advisory
Georgia
$195K +$195K +11,326 New
Franklin Resources
133
Franklin Resources
California
$191K -$5.6K -325 -3%
UIA
134
Ulland Investment Advisors
Minnesota
$190K +$43.2K +2,500 +29%
LW
135
Linscomb Wealth
Texas
$190K – – –
USCWA
136
U.S. Capital Wealth Advisors
Texas
$189K +$189K +10,995 New
BWM
137
BCS Wealth Management
Tennessee
$187K +$5K +290 +3%
SW
138
SVB Wealth
Massachusetts
$179K -$17.8K -1,035 -9%
AIA
139
Arrow Investment Advisors
Maryland
$177K +$177K +10,293 New
HI
140
Harbour Investments
Wisconsin
$148K +$73K +4,234 +97%
First Eagle Investment Management
141
First Eagle Investment Management
New York
$128K +$5.5K +319 +4%
LF
142
Lee Financial
Texas
$121K – – –
CMF
143
Counterpoint Mutual Funds
California
$115K +$115K +6,672 New
CA
144
Clearstead Advisors
Ohio
$115K +$57.5K +3,336 +100%
GWM
145
Geneos Wealth Management
Colorado
$105K – – –
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$103K – – –
VNIM
147
Vaughan Nelson Investment Management
Texas
$96K – – –
SC
148
Stephens Consulting
Michigan
$84.2K +$79K +4,586 +1,529%
SFG
149
Steward Financial Group
Texas
$65K +$1.75K +102 +3%
SSG
150
Summit Securities Group
New York
$40K +$40K +2,300 New
4 5
6
7 8