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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
FM
76
Family Management
New York
$635K
CIC
77
Chase Investment Counsel
Virginia
$635K
PWM
78
Perigon Wealth Management
California
$612K +$1.58K +100 +0.3%
Barclays
79
Barclays
United Kingdom
$591K +$586K +36,986 New
VC
80
Veracity Capital
Georgia
$586K -$200K -12,606 -26%
ECM
81
Evergreen Capital Management
Washington
$537K
FSA
82
Fort Sheridan Advisors
Illinois
$533K +$256K +16,195 +95%
LWM
83
LongView Wealth Management
Georgia
$527K -$11.6K -730 -2%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$523K
BA
85
Bristlecone Advisors
Washington
$518K
Wells Fargo
86
Wells Fargo
California
$510K -$48.3K -3,052 -9%
AC
87
Aristides Capital
Kentucky
$507K -$158K -10,000 -24%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$495K -$1.03M -64,960 -68%
TCM
89
Triumph Capital Management
Colorado
$477K +$469K +29,636 New
AC
90
AlphaCore Capital
California
$476K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$445K -$33.5K -2,114 -7%
MA
92
MAS Advisors
Florida
$442K +$159K +10,014 +57%
AWE
93
Avidian Wealth Enterprises
Texas
$439K +$435K +27,500 New
DA
94
Doliver Advisors
Texas
$437K -$2.53K -160 -0.6%
CB
95
Cadence Bank
Mississippi
$421K +$12.4K +784 +3%
PWPCM
96
Perella Weinberg Partners Capital Management
New York
$385K -$79 -5 -3%
US Bancorp
97
US Bancorp
Minnesota
$359K
IWM
98
IHT Wealth Management
Illinois
$340K -$7.16K -452 -2%
SS
99
Sunbelt Securities
Texas
$337K +$1.28K +81 +0.4%
WC
100
Waterloo Capital
Texas
$336K

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.