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Black Stone Minerals
BSM

Overview Fund Activity

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.

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.7%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.44M
2
CM
2
CoreCommodity Management
Connecticut
$1.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.13M
4
VC
4
Veracity Capital
Georgia
$1.2M
5
VA
5
Verdad Advisers
Massachusetts
$1.02M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$21.2M
2
Bank of America
2
Bank of America
North Carolina
$7.7M
3
ECP
3
Epacria Capital Partners
Colorado
$9.22M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$95.7K
5
HF
5
HRT Financial
New York
$1.35M
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$90.3M 5,663,476 – –
Morgan Stanley
2
Morgan Stanley
New York
$71.9M 4,508,442 -91,828 -2%
PDM
3
Penn Davis McFarland
Texas
$24M 1,502,696 -50,392 -3%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$21.2M 1,331,021 -254,549 -16%
IMA
5
Investment Management Associates
Colorado
$16.4M 1,029,312 +3,064 +0.3%
Brown Advisory
6
Brown Advisory
Maryland
$15.5M 972,922 -10,000 -1%
MA
7
Mudita Advisors
United Kingdom
$12.6M 787,077 -14,496 -2%
N
8
Natixis
France
$12.2M 766,900 +62,100 +9%
MC
9
Mayo Clinic
Minnesota
$10.3M 643,617 – –
ECP
10
Epacria Capital Partners
Colorado
$9.22M 578,149 -142,027 -20%
PVI
11
Pine Valley Investments
New Jersey
$8.79M 550,886 -500 -0.1%
KCM
12
Kempner Capital Management
Texas
$7.95M 498,616 – –
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$7.83M 490,740 – –
Bank of America
14
Bank of America
North Carolina
$7.7M 482,500 -205,029 -30%
IAM
15
Ion Asset Management
Israel
$7.66M 480,000 -29,615 -6%
SOAMC
16
Spirit of America Management Corp
New York
$7.55M 473,249 -7,000 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.31M 395,672 -5,401 -1%
CF
18
Concorde Financial
Texas
$5.92M 370,935 +55,424 +18%
RJA
19
Raymond James & Associates
Florida
$5.58M 349,586 +35,310 +11%
CG
20
Clarus Group
Texas
$5.34M 334,596 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$4.87M 305,436 +54,401 +22%
IG
22
ING Group
Netherlands
$4.07M 255,200 – –
First Trust Advisors
23
First Trust Advisors
Illinois
$4.07M 255,149 -45,708 -15%
DCM
24
Difesa Capital Management
New York
$3.5M 219,550 -1,700 -0.8%
CEI
25
Clark Estates Inc
New York
$3.19M 200,000 – –
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