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Black Stone Minerals
BSM

Overview Fund Activity

169 hedge funds and large institutions have $478M invested in Black Stone Minerals in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 25 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.71%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
29
Increased
53
Reduced
47
Closed
25
Calls
$22.4M
Puts
$10.4M
Net Calls
+$12M
Net Calls Change
+$4.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.2M
3
CF
3
Concorde Financial
Texas
$4.95M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$24.9M
5
CEI
5
Clark Estates Inc
New York
$3.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$551K
2
WMRU
2
William Marsh Rice University
Texas
$88.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.99M
4
N
4
Natixis
France
$11.1M
5
IC
5
Immersion Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$88.9M 5,663,476 -1,602,867 -22%
Morgan Stanley
2
Morgan Stanley
New York
$72.2M 4,600,270 +595,569 +15%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$24.9M 1,585,570 +215,565 +16%
PDM
4
Penn Davis McFarland
Texas
$24.4M 1,553,088 -6,539 -0.4%
IMA
5
Investment Management Associates
Colorado
$16.1M 1,026,248 +41,672 +4%
Brown Advisory
6
Brown Advisory
Maryland
$15.4M 982,922 – –
MA
7
Mudita Advisors
United Kingdom
$12.6M 801,573 -480,388 -37%
ECP
8
Epacria Capital Partners
Colorado
$11.3M 720,176 – –
N
9
Natixis
France
$11.1M 704,800 -704,800 -50%
Bank of America
10
Bank of America
North Carolina
$10.8M 687,529 +640,241 +1,354%
MC
11
Mayo Clinic
Minnesota
$10.1M 643,617 – –
PVI
12
Pine Valley Investments
New Jersey
$8.8M 551,386 +551,386 New
IAM
13
Ion Asset Management
Israel
$8M 509,615 -164,620 -24%
KCM
14
Kempner Capital Management
Texas
$7.82M 498,616 – –
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$7.7M 490,740 +30,000 +7%
SOAMC
16
Spirit of America Management Corp
New York
$7.54M 480,249 +1,500 +0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.29M 401,073 -1,620 -0.4%
CG
18
Clarus Group
Texas
$5.25M 334,596 +600 +0.2%
CF
19
Concorde Financial
Texas
$4.95M 315,511 +246,843 +359%
RJA
20
Raymond James & Associates
Florida
$4.93M 314,276 -34,862 -10%
First Trust Advisors
21
First Trust Advisors
Illinois
$4.72M 300,857 +88,841 +42%
IG
22
ING Group
Netherlands
$4M 255,200 -48,000 -16%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.94M 251,035 +6,687 +3%
HT
24
HighTower Trust
Texas
$3.67M 254,536 – –
DCM
25
Difesa Capital Management
New York
$3.47M 221,250 -550 -0.2%
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