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Black Stone Minerals
BSM

Overview Fund Activity

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.

Holders
195
Holders Change
+16
Holders Change %
+8.94%
% of All Funds
2.86%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
35
Increased
56
Reduced
46
Closed
16
Calls
$13.3M
Puts
$6.83M
Net Calls
+$6.46M
Net Calls Change
-$4.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.87M
3
Nomura Holdings
3
Nomura Holdings
Japan
$5.64M
4
LAM
4
Lummis Asset Management
Texas
$5.39M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.15M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$7.78M
2
IAM
2
Ion Asset Management
Israel
$0
3
MC
3
Mayo Clinic
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$5.31M
5
PVI
5
Pine Valley Investments
New Jersey
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 8,372,210 +4,119,132 +97%
WMRU
2
William Marsh Rice University
Texas
$90.4M 5,663,476 – –
N
3
Natixis
France
$29.8M 1,864,500 +200,900 +12%
PDM
4
Penn Davis McFarland
Texas
$23.5M 1,475,557 -19,936 -1%
IMA
5
Investment Management Associates
Colorado
$19.5M 1,221,389 +188,975 +18%
Brown Advisory
6
Brown Advisory
Maryland
$15.8M 989,122 +16,200 +2%
MA
7
Mudita Advisors
United Kingdom
$12.1M 760,877 -26,200 -3%
ECP
8
Epacria Capital Partners
Colorado
$8.76M 548,698 – –
IG
9
ING Group
Netherlands
$8.47M 530,500 +145,700 +38%
KCM
10
Kempner Capital Management
Texas
$7.96M 498,616 – –
Fayez Sarofim & Co
11
Fayez Sarofim & Co
Texas
$7.84M 490,740 – –
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$7.78M 487,600 -588,880 -55%
RJA
13
Raymond James & Associates
Florida
$7.39M 462,957 -8,044 -2%
SOAMC
14
Spirit of America Management Corp
New York
$7.31M 458,249 -15,000 -3%
First Trust Advisors
15
First Trust Advisors
Illinois
$6.45M 404,356 +142,287 +54%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.32M 395,675 +5,127 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$6.15M 385,610 +255,297 +196%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$5.87M 367,741 +367,741 New
HighTower Advisors
19
HighTower Advisors
Illinois
$5.79M 362,741 +837 +0.2%
CF
20
Concorde Financial
Texas
$5.75M 360,315 -10,628 -3%
Nomura Holdings
21
Nomura Holdings
Japan
$5.64M 353,100 +353,100 New
LAM
22
Lummis Asset Management
Texas
$5.39M 337,518 +337,518 New
CG
23
Clarus Group
Texas
$5.35M 334,996 +400 +0.1%
Bank of America
24
Bank of America
North Carolina
$5.31M 332,515 -165,774 -33%
LPL Financial
25
LPL Financial
California
$3.27M 204,783 +42,957 +27%
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