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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
EGA
51
Eagle Global Advisors
Texas
$1.42M
CIS
52
Custom Index Systems
New York
$1.4M -$25.9K -1,637 -2%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.35M -$1.09M -68,766 -45%
ZB
54
Zions Bancorporation
Utah
$1.32M
CM
55
CoreCommodity Management
Connecticut
$1.32M -$282K -17,785 -18%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.3M +$50.1K +3,165 +4%
AC
57
Avenir Corporation
Virginia
$1.18M
IAA
58
Independent Advisor Alliance
North Carolina
$1.17M -$21.5K -1,360 -2%
BI
59
Bramshill Investments
Florida
$1.1M -$109K -6,872 -9%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$1.09M
CFB
61
Cullen/Frost Bankers
Texas
$1.08M
Franklin Resources
62
Franklin Resources
California
$1.01M +$825K +52,120 +470%
JFG
63
Jefferies Financial Group
New York
$1M +$1.11K +70 +0.1%
GC
64
Gruss & Co
Florida
$969K
TCBWMS
65
Texas Capital Bank Wealth Management Services
Texas
$959K +$633K +40,000 +200%
WF
66
Welch & Forbes
Massachusetts
$942K
BPA
67
Beacon Pointe Advisors
California
$938K
Corient Private Wealth
68
Corient Private Wealth
Florida
$911K +$25.3K +1,600 +3%
SFS
69
Sowell Financial Services
Arkansas
$880K -$174K -10,972 -17%
CHAM
70
Clear Harbor Asset Management
Connecticut
$878K -$9.11K -575 -1%
AA
71
Ancora Advisors
Ohio
$871K -$7.73K -488 -0.9%
Truist Financial
72
Truist Financial
North Carolina
$806K -$536K -33,875 -40%
Mariner
73
Mariner
Kansas
$802K +$190 +12 +0%
AGP
74
Autumn Glory Partners
Texas
$745K +$31.7K +2,000 +4%
JF
75
Jump Financial
Illinois
$705K +$201K +12,717 +41%

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.