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Black Stone Minerals
BSM

Overview Fund Activity

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
Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.7%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.44M
2
CM
2
CoreCommodity Management
Connecticut
$1.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.13M
4
VC
4
Veracity Capital
Georgia
$1.2M
5
VA
5
Verdad Advisers
Massachusetts
$1.02M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$21.2M
2
Bank of America
2
Bank of America
North Carolina
$7.7M
3
ECP
3
Epacria Capital Partners
Colorado
$9.22M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$95.7K
5
HF
5
HRT Financial
New York
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
151
ICA Group Wealth Management
Colorado
$20.4K +$20.4K +1,277 New
CWA
152
Clearview Wealth Advisors
Oregon
$18K +$510 +32 +3%
IA
153
IFP Advisors
Florida
$16.9K +$16.9K +1,062 New
WWM
154
Wolff Wiese Magana
California
$16K – – –
CG
155
Cutler Group
California
$10K +$7.68K +493 +331%
CMP
156
Coston McIsaac & Partners
Maine
$9K +$6.75K +450 +300%
PTC
157
Private Trust Company
Ohio
$7.98K +$7.98K +500 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$7.34K +$7.34K +460 New
S
159
SignatureFD
Georgia
$6.38K +$6.38K +400 New
Citigroup
160
Citigroup
New York
$6.33K +$6.33K +397 New
MIM
161
Macroview Investment Management
Maryland
$4.96K +$4.96K +311 New
PA
162
Parallel Advisors
California
$4.94K +$144 +9 +3%
First Manhattan
163
First Manhattan
New York
$4.79K – – –
SC
164
Stephens Consulting
Michigan
$4.79K +$4.79K +300 New
SWM
165
Spire Wealth Management
Virginia
$4.75K +$1.15K +72 +32%
CAS
166
Coppell Advisory Solutions
Texas
$3.96K +$3.96K +250 New
FFA
167
Farther Finance Advisors
California
$1.99K – – –
TFA
168
Toth Financial Advisory
Virginia
$1.6K +$1.6K +100 New
SHIM
169
Stone House Investment Management
Pennsylvania
$1.13K +$32 +2 +3%
SIS
170
Sound Income Strategies
Florida
$973 +$973 +61 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$32 +$16 +1 +100%
Citadel Advisors
172
Citadel Advisors
Florida
– -$1.31M -83,730 Closed
AWM
173
AE Wealth Management
Kansas
– -$980K -62,489 Closed
AP
174
Americana Partners
Texas
– -$720K -45,893 Closed
CA
175
Cetera Advisors
Colorado
– -$707K -45,055 Closed
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