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Black Stone Minerals
BSM

Overview Fund Activity

195 hedge funds and large institutions have $554M invested in Black Stone Minerals in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+16
Holders Change %
+8.94%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
35
Increased
56
Reduced
46
Closed
16
Calls
$13.3M
Puts
$6.83M
Net Calls
+$6.46M
Net Calls Change
-$4.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.87M
3
Nomura Holdings
3
Nomura Holdings
Japan
$5.64M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.15M
5
N
5
Natixis
France
$29.8M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$7.78M
2
IAM
2
Ion Asset Management
Israel
$0
3
MC
3
Mayo Clinic
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$5.31M
5
PVI
5
Pine Valley Investments
New Jersey
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Arete Wealth Advisors
Illinois
$170K -$12.8K -800 -7%
HI
152
Harbour Investments
Wisconsin
$167K +$29.7K +1,861 +22%
SSG
153
Summit Securities Group
New York
$160K +$123K +7,700 +335%
BTI
154
Blue Trust Inc
Georgia
$146K -$313K -18,160 -68%
GRP
155
Global Retirement Partners
California
$135K +$135K +8,361 New
LF
156
Lee Financial
Texas
$113K – – –
TH
157
TCTC Holdings
Texas
$106K +$106K +6,666 New
First Eagle Investment Management
158
First Eagle Investment Management
New York
$102K -$16.6K -1,037 -14%
AT
159
Arlington Trust
Alabama
$99.8K +$99.8K +6,250 New
GWM
160
Geneos Wealth Management
Colorado
$97K – – –
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$95.8K – – –
VNIM
162
Vaughan Nelson Investment Management
Texas
$89K – – –
CA
163
Clearstead Advisors
Ohio
$53.3K -$53.2K -3,331 -50%
NFSG
164
Newbridge Financial Services Group
Florida
$48.5K +$35.7K +2,236 +280%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
VWM
166
Venturi Wealth Management
Texas
$31.9K +$3.19K +200 +11%
HFS
167
HBC Financial Services
Washington
$31K +$31K +2,000 New
NS
168
NBC Securities
Alabama
$30K +$2.56K +162 +9%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.9K +$16K +1,000 +200%
IGWM
170
ICA Group Wealth Management
Colorado
$20.4K +$20.4K +1,277 New
GBT
171
Grove Bank & Trust
Florida
$16K – – –
WWM
172
Wolff Wiese Magana
California
$16K – – –
APC
173
Aspire Private Capital
North Carolina
$11.8K +$495 +31 +4%
CG
174
Cutler Group
California
$10K -$1.56K -100 -13%
CCMW
175
Cypress Capital Management (Wyoming)
Wyoming
$9.58K – – –
5 6
7
8 9