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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
IGWM
151
ICA Group Wealth Management
Colorado
$20.4K +$20.4K +1,277 New
CWA
152
Clearview Wealth Advisors
Oregon
$18K +$512 +32 +3%
IA
153
IFP Advisors
Florida
$16.9K +$17K +1,062 New
WWM
154
Wolff Wiese Magana
California
$15.9K
CG
155
Cutler Group
California
$10K +$7.89K +493 +331%
CMP
156
Coston McIsaac & Partners
Maine
$9K +$7.2K +450 +300%
PTC
157
Private Trust Company
Ohio
$7.97K +$8K +500 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$7.34K +$7.36K +460 New
S
159
SignatureFD
Georgia
$6.38K +$6.4K +400 New
Citigroup
160
Citigroup
New York
$6.33K +$6.35K +397 New
MIM
161
Macroview Investment Management
Maryland
$4.96K +$4.98K +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 +$4.8K +300 New
SWM
165
Spire Wealth Management
Virginia
$4.75K +$1.15K +72 +32%
CAS
166
Coppell Advisory Solutions
Texas
$3.96K +$4K +250 New
FFA
167
Farther Finance Advisors
California
$1.99K
TFA
168
Toth Financial Advisory
Virginia
$1.59K +$1.6K +100 New
SHIM
169
Stone House Investment Management
Pennsylvania
$1.13K +$32 +2 +3%
SIS
170
Sound Income Strategies
Florida
$973 +$976 +61 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$32 +$16 +1 +100%
Citadel Advisors
172
Citadel Advisors
Florida
-$1.34M -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

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.