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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
SOW
151
State of Wyoming
Wyoming
$38.3K +$37.9K +2,221 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$36K
TRCT
153
Tower Research Capital (TRC)
New York
$33K -$96K -5,634 -75%
VWM
154
Venturi Wealth Management
Texas
$31K +$30.7K +1,800 New
NS
155
NBC Securities
Alabama
$29K +$29.6K +1,738 New
Group One Trading
156
Group One Trading
Illinois
$20.8K +$20.6K +1,206 New
GBT
157
Grove Bank & Trust
Florida
$17.2K -$17K -1,000 -50%
WWM
158
Wolff Wiese Magana
California
$17.2K
NFSG
159
Newbridge Financial Services Group
Florida
$13.8K -$20.5K -1,200 -60%
APC
160
Aspire Private Capital
North Carolina
$12.2K +$12.1K +710 New
CG
161
Cutler Group
California
$12K +$1.71K +100 +16%
CCMW
162
Cypress Capital Management (Wyoming)
Wyoming
$10.3K +$10.2K +600 New
PTC
163
Private Trust Company
Ohio
$8.62K
AF
164
Advisornet Financial
Minnesota
$8.62K +$8.52K +500 New
AGWCA
165
Annis Gardner Whiting Capital Advisors
Florida
$8.62K +$8.52K +500 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.62K +$8.52K +500 New
PFA
167
Pathway Financial Advisers
Indiana
$8.18K +$8.08K +474 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$7.93K
S
169
SignatureFD
Georgia
$6.89K
MIM
170
Macroview Investment Management
Maryland
$5.5K +$136 +8 +3%
PA
171
Parallel Advisors
California
$5.48K +$136 +8 +3%
First Manhattan
172
First Manhattan
New York
$5.17K
SWM
173
Spire Wealth Management
Virginia
$5.17K +$34 +2 +0.7%
CAS
174
Coppell Advisory Solutions
Texas
$4.22K
IPW
175
Impact Partnership Wealth
Georgia
$3.74K -$83.5K -4,896 -96%

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.