We are live on ! Find out more
BSM icon

Black Stone Minerals

179 hedge funds and large institutions have $509M invested in Black Stone Minerals in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.09M

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more capital invested

Capital invested by funds: $471M → $509M (+$37.8M)

5% more funds holding

Funds holding: 171179 (+8)

0% less ownership

Funds ownership: 14.05%14.05% (-0%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
26
Increased
55
Reduced
39
Closed
18
Calls
$18.8M
Puts
$8.09M
Net Calls
+$10.7M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$97.6M
Morgan Stanley
2
Morgan Stanley
New York
$73.3M -$4.35M -255,364 -6%
N
3
Natixis
France
$28.7M +$15.3M +896,700 +117%
PDM
4
Penn Davis McFarland
Texas
$25.8M -$123K -7,203 -0.5%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$18.5M -$4.34M -254,541 -19%
IMA
6
Investment Management Associates
Colorado
$17.8M +$52.9K +3,102 +0.3%
Brown Advisory
7
Brown Advisory
Maryland
$16.8M
MA
8
Mudita Advisors
United Kingdom
$13.6M
ECP
9
Epacria Capital Partners
Colorado
$9.45M -$502K -29,451 -5%
KCM
10
Kempner Capital Management
Texas
$8.59M
Bank of America
11
Bank of America
North Carolina
$8.59M +$269K +15,789 +3%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$8.46M
IAM
13
Ion Asset Management
Israel
$8.27M
SOAMC
14
Spirit of America Management Corp
New York
$8.15M
RJA
15
Raymond James & Associates
Florida
$8.12M +$2.07M +121,415 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.73M -$87.3K -5,124 -1%
IG
17
ING Group
Netherlands
$6.63M +$2.21M +129,600 +51%
CF
18
Concorde Financial
Texas
$6.39M +$136 +8 +0%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.24M +$963K +56,468 +18%
CG
20
Clarus Group
Texas
$5.77M
PVI
21
Pine Valley Investments
New Jersey
$5.66M -$3.79M -222,202 -40%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.52M +$118K +6,920 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.92M +$554K +32,471 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.51M +$1.39M +81,339 +67%
CEI
25
Clark Estates Inc
New York
$3.45M

BSM Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2023, worth a combined $509M — up 8% from $471M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSM positions and 18 closed out — a net gain of 8 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Natixis, adding an estimated $15.3M. The largest seller was Mayo Clinic, cutting an estimated $8.14M.

  • 179 institutional investors held Black Stone Minerals (BSM) as of Q3 2023, up from 171 in Q2 2023.
  • Funds reported $509M of Black Stone Minerals stock for Q3 2023, up 8% quarter-over-quarter.
  • 26 funds opened new Black Stone Minerals positions in Q3 2023 and 18 closed out, a net change of +8 holders.
  • The largest Black Stone Minerals buyer in Q3 2023 was Natixis, an estimated $15.3M added.
  • The largest Black Stone Minerals seller in Q3 2023 was Mayo Clinic, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2023.