Black Stone Minerals
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.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
95% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $6.83M
22% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 46
9% more funds holding
Funds holding: 179 → 195 (+16)
9% more capital invested
Capital invested by funds: $509M → $554M (+$45M)
2.46% more ownership
Funds ownership: 14.05% → 16.51% (+2.5%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$70.9M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.33M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$6.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.39M |
| 5 |
N
Natixis
Paris,
France
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$10.1M |
| 2 |
IAM
Ion Asset Management
Herzliya,
Israel
|
-$8.27M |
| 3 |
MC
Mayo Clinic
Rochester,
Minnesota
|
-$2.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.85M |
| 5 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
-$2.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
201
ORG Partners
Roanoke,
Indiana
| – | -$239K | -13,900 | Closed |
|
202
Wolverine Trading
Chicago,
Illinois
| – | -$223K | -12,983 | Closed |
|
203
Rockefeller Capital Management
New York
| – | -$217K | -12,593 | Closed |
|
|
AWM
204
Axxcess Wealth Management
Carlsbad,
California
| – | -$212K | -12,300 | Closed |
|
|
SW
205
SVB Wealth
Boston,
Massachusetts
| – | -$179K | -10,370 | Closed |
|
|
AIA
206
Arrow Investment Advisors
Laurel,
Maryland
| – | -$177K | -10,293 | Closed |
|
|
CMF
207
Counterpoint Mutual Funds
San Diego,
California
| – | -$115K | -6,672 | Closed |
|
208
Group One Trading
Chicago,
Illinois
| – | -$20.8K | -1,206 | Closed |
|
209
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.93K | -460 | Closed |
|
|
TFA
210
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1.72K | -100 | Closed |
|
|
SIS
211
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1.05K | -61 | Closed |
|
BSM Hedge Fund Activity: Q4 2023 in Review
195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2023, worth a combined $554M — up 8.8% from $509M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BSM positions and 16 closed out — a net gain of 19 holders — while 56 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $70.9M. The largest seller was CIBC Private Wealth Group, cutting an estimated $10.1M.
- 195 institutional investors held Black Stone Minerals (BSM) as of Q4 2023, up from 179 in Q3 2023.
- Funds reported $554M of Black Stone Minerals stock for Q4 2023, up 8.8% quarter-over-quarter.
- 35 funds opened new Black Stone Minerals positions in Q4 2023 and 16 closed out, a net change of +19 holders.
- The largest Black Stone Minerals buyer in Q4 2023 was Morgan Stanley, an estimated $70.9M added.
- The largest Black Stone Minerals seller in Q4 2023 was CIBC Private Wealth Group, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2023.