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Black Stone Minerals

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.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $23M | Put options by funds: $8M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

1% more funds holding

Funds holding: 169171 (+2)

0.48% less ownership

Funds ownership: 14.53%14.05% (-0.48%)

1% less capital invested

Capital invested by funds: $478M → $471M (-$6.96M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.68%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$90.3M
Morgan Stanley
2
Morgan Stanley
New York
$71.9M -$1.47M -91,828 -2%
PDM
3
Penn Davis McFarland
Texas
$24M -$806K -50,392 -3%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$21.2M -$4.07M -254,549 -16%
IMA
5
Investment Management Associates
Colorado
$16.4M +$49K +3,064 +0.3%
Brown Advisory
6
Brown Advisory
Maryland
$15.5M -$160K -10,000 -1%
MA
7
Mudita Advisors
United Kingdom
$12.6M -$232K -14,496 -2%
N
8
Natixis
France
$12.2M +$994K +62,100 +9%
MC
9
Mayo Clinic
Minnesota
$10.3M
ECP
10
Epacria Capital Partners
Colorado
$9.22M -$2.27M -142,027 -20%
PVI
11
Pine Valley Investments
New Jersey
$8.79M -$8K -500 -0.1%
KCM
12
Kempner Capital Management
Texas
$7.95M
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$7.83M
Bank of America
14
Bank of America
North Carolina
$7.7M -$3.28M -205,029 -30%
IAM
15
Ion Asset Management
Israel
$7.66M -$474K -29,615 -6%
SOAMC
16
Spirit of America Management Corp
New York
$7.55M -$112K -7,000 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.31M -$86.4K -5,401 -1%
CF
18
Concorde Financial
Texas
$5.92M +$887K +55,424 +18%
RJA
19
Raymond James & Associates
Florida
$5.58M +$565K +35,310 +11%
CG
20
Clarus Group
Texas
$5.34M
HighTower Advisors
21
HighTower Advisors
Illinois
$4.87M +$870K +54,401 +22%
IG
22
ING Group
Netherlands
$4.07M
First Trust Advisors
23
First Trust Advisors
Illinois
$4.07M -$731K -45,708 -15%
DCM
24
Difesa Capital Management
New York
$3.5M -$27.2K -1,700 -0.8%
CEI
25
Clark Estates Inc
New York
$3.19M

BSM Hedge Fund Activity: Q2 2023 in Review

171 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2023, worth a combined $471M — down 1.5% from $478M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSM positions and 21 closed out — a net gain of 6 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.89M. The largest seller was CIBC Private Wealth Group, cutting an estimated $4.07M.

  • 171 institutional investors held Black Stone Minerals (BSM) as of Q2 2023, up from 169 in Q1 2023.
  • Funds reported $471M of Black Stone Minerals stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 27 funds opened new Black Stone Minerals positions in Q2 2023 and 21 closed out, a net change of +6 holders.
  • The largest Black Stone Minerals buyer in Q2 2023 was Susquehanna International Group, an estimated $1.89M added.
  • The largest Black Stone Minerals seller in Q2 2023 was CIBC Private Wealth Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2023.