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Black Stone Minerals

183 hedge funds and large institutions have $473M invested in Black Stone Minerals in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.59M

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

2.45% less ownership

Funds ownership: 16.51%14.06% (-2.5%)

6% less funds holding

Funds holding: 195183 (-12)

15% less capital invested

Capital invested by funds: $554M → $473M (-$80.9M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
183
Holders Change
-12
Holders Change %
-6.15%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
20
Increased
50
Reduced
53
Closed
30
Calls
$11.2M
Puts
$6.59M
Net Calls
+$4.59M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
26
Hill Investment Group Partners
Missouri
$2.84M
HKAM
27
Horizon Kinetics Asset Management
New York
$2.68M
LPL Financial
28
LPL Financial
California
$2.67M -$593K -37,417 -18%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$2.56M +$2.54M +160,200 New
Citadel Advisors
30
Citadel Advisors
Florida
$2.47M -$3.65M -230,757 -60%
Stifel Financial
31
Stifel Financial
Missouri
$2.44M -$89.2K -5,631 -4%
LP
32
LB Partners
Virginia
$2.38M -$364K -23,018 -13%
BOTOTLSJU
33
Board of Trustees of The Leland Stanford Junior University
California
$2.36M
RWP
34
RWA Wealth Partners
Massachusetts
$2.22M +$3.94K +249 +0.2%
MAA
35
Mraz Amerine & Associates
California
$2.09M -$36.8K -2,325 -2%
MTC
36
McDaniel Terry & Co
Texas
$2.03M -$98.2K -6,200 -5%
Macquarie Group
37
Macquarie Group
Australia
$2M -$90.8K -5,733 -4%
CAM
38
Cresset Asset Management
Illinois
$1.93M +$956K +60,348 +99%
AIC
39
Anthracite Investment Company
Texas
$1.73M
CSC
40
Caldwell Sutter Capital
California
$1.71M +$25.3K +1,600 +2%
GA
41
GraniteShares Advisors
New York
$1.7M +$215K +13,566 +15%
SIA
42
Schechter Investment Advisors
Michigan
$1.61M
OBGC
43
O'Brien Greene & Co
Pennsylvania
$1.6M
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.56M +$24.8K +1,566 +2%
HFS
45
Howard Financial Services
Texas
$1.46M -$93.1K -5,877 -6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.46M -$201K -12,684 -12%
SC
47
Savant Capital
Illinois
$1.45M
TI
48
Tidal Investments
Wisconsin
$1.45M +$111K +7,006 +8%
Invesco
49
Invesco
Georgia
$1.44M +$469K +29,612 +49%
MC
50
Moors & Cabot
Massachusetts
$1.44M +$139K +8,800 +11%

BSM Hedge Fund Activity: Q1 2024 in Review

183 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2024, worth a combined $473M — down 15% from $554M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BSM and 20 opened new positions — a net loss of 10 holders — while 53 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $3.46M. The largest seller was Morgan Stanley, cutting an estimated $58.6M.

  • 183 institutional investors held Black Stone Minerals (BSM) as of Q1 2024, down from 195 in Q4 2023.
  • Funds reported $473M of Black Stone Minerals stock for Q1 2024, down 15% quarter-over-quarter.
  • 20 funds opened new Black Stone Minerals positions in Q1 2024 and 30 closed out, a net change of -10 holders.
  • The largest Black Stone Minerals buyer in Q1 2024 was Bank of America, an estimated $3.46M added.
  • The largest Black Stone Minerals seller in Q1 2024 was Morgan Stanley, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2024.