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Black Stone Minerals

185 hedge funds and large institutions have $494M invested in Black Stone Minerals in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

17% more call options, than puts

Call options by funds: $8.58M | Put options by funds: $7.31M

1% more funds holding

Funds holding: 183185 (+2)

4% more capital invested

Capital invested by funds: $473M → $494M (+$20.6M)

0.88% more ownership

Funds ownership: 14.06%14.94% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
185
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
63
Reduced
38
Closed
18
Calls
$8.58M
Puts
$7.31M
Net Calls
+$1.27M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
51
Custom Index Systems
New York
$1.38M +$5.23K +327 +0.4%
CM
52
CoreCommodity Management
Connecticut
$1.3M +$2.87K +179 +0.2%
ZB
53
Zions Bancorporation
Utah
$1.29M
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.28M -$1.36K -85 -0.1%
IWA
55
Icon Wealth Advisors
Texas
$1.25M +$1M +62,510 +306%
Barclays
56
Barclays
United Kingdom
$1.2M +$629K +39,300 +106%
Franklin Resources
57
Franklin Resources
California
$1.18M +$189K +11,836 +19%
AC
58
Avenir Corporation
Virginia
$1.16M
IAA
59
Independent Advisor Alliance
North Carolina
$1.15M
Invesco
60
Invesco
Georgia
$1.08M -$344K -21,520 -24%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$1.07M
BI
62
Bramshill Investments
Florida
$1.06M -$19.4K -1,215 -2%
CFB
63
Cullen/Frost Bankers
Texas
$1.06M
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.01M -$425K -26,553 -29%
JFG
65
Jefferies Financial Group
New York
$978K -$4.16K -260 -0.4%
GC
66
Gruss & Co
Florida
$950K
WF
67
Welch & Forbes
Massachusetts
$917K
FSA
68
Fort Sheridan Advisors
Illinois
$901K +$386K +24,140 +72%
Corient Private Wealth
69
Corient Private Wealth
Florida
$893K +$384 +24 +0%
SFS
70
Sowell Financial Services
Arkansas
$868K +$5.28K +330 +0.6%
CHAM
71
Clear Harbor Asset Management
Connecticut
$861K
ECM
72
Evergreen Capital Management
Washington
$849K +$329K +20,545 +61%
AA
73
Ancora Advisors
Ohio
$846K -$7.86K -491 -0.9%
Wells Fargo
74
Wells Fargo
California
$840K +$347K +21,700 +68%
Mariner
75
Mariner
Kansas
$815K +$29.2K +1,825 +4%

BSM Hedge Fund Activity: Q2 2024 in Review

185 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2024, worth a combined $494M — up 4.4% from $473M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSM positions and 18 closed out — a net gain of 4 holders — while 63 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $29.2M. The largest seller was Morgan Stanley, cutting an estimated $4.75M.

  • 185 institutional investors held Black Stone Minerals (BSM) as of Q2 2024, up from 183 in Q1 2024.
  • Funds reported $494M of Black Stone Minerals stock for Q2 2024, up 4.4% quarter-over-quarter.
  • 22 funds opened new Black Stone Minerals positions in Q2 2024 and 18 closed out, a net change of +4 holders.
  • The largest Black Stone Minerals buyer in Q2 2024 was Bank of America, an estimated $29.2M added.
  • The largest Black Stone Minerals seller in Q2 2024 was Morgan Stanley, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2024.