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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
GWMI
126
Guardian Wealth Management (Illinois)
Illinois
$213K +$8K +469 +4%
AWM
127
Axxcess Wealth Management
California
$212K +$210K +12,300 New
Creative Planning
128
Creative Planning
Kansas
$211K -$82K -4,810 -28%
HH
129
Hilltop Holdings
Texas
$205K
HF
130
Halpern Financial
Virginia
$198K
AWA
131
Arete Wealth Advisors
Illinois
$197K +$5.11K +300 +3%
VA
132
Vident Advisory
Georgia
$195K +$193K +11,326 New
Franklin Resources
133
Franklin Resources
California
$191K -$5.54K -325 -3%
UIA
134
Ulland Investment Advisors
Minnesota
$190K +$42.6K +2,500 +29%
LW
135
Linscomb Wealth
Texas
$190K
USCWA
136
U.S. Capital Wealth Advisors
Texas
$189K +$187K +10,995 New
BWM
137
BCS Wealth Management
Tennessee
$187K +$4.94K +290 +3%
SW
138
SVB Wealth
Massachusetts
$179K -$17.6K -1,035 -9%
AIA
139
Arrow Investment Advisors
Maryland
$177K +$175K +10,293 New
HI
140
Harbour Investments
Wisconsin
$148K +$72.2K +4,234 +97%
First Eagle Investment Management
141
First Eagle Investment Management
New York
$128K +$5.44K +319 +4%
LF
142
Lee Financial
Texas
$121K
CMF
143
Counterpoint Mutual Funds
California
$115K +$114K +6,672 New
CA
144
Clearstead Advisors
Ohio
$115K +$56.9K +3,336 +100%
GWM
145
Geneos Wealth Management
Colorado
$105K
JP Morgan Chase
146
JP Morgan Chase
New York
$103K
VNIM
147
Vaughan Nelson Investment Management
Texas
$96K
SC
148
Stephens Consulting
Michigan
$84.2K +$78.2K +4,586 +1,529%
SFG
149
Steward Financial Group
Texas
$65K +$1.74K +102 +3%
SSG
150
Summit Securities Group
New York
$40K +$39.2K +2,300 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.