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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
Osaic Holdings
76
Osaic Holdings
Arizona
$800K -$540K -33,737 -40%
Truist Financial
77
Truist Financial
North Carolina
$775K -$16K -1,000 -2%
BPA
78
Beacon Pointe Advisors
California
$732K -$191K -11,935 -20%
AGP
79
Autumn Glory Partners
Texas
$730K
AC
80
AlphaCore Capital
California
$682K +$220K +13,750 +46%
FM
81
Family Management
New York
$623K
CIC
82
Chase Investment Counsel
Virginia
$623K
PWM
83
Perigon Wealth Management
California
$600K +$80 +5 +0%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$531K +$97.1K +6,069 +22%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$513K
BA
86
Bristlecone Advisors
Washington
$508K
LWM
87
LongView Wealth Management
Georgia
$505K -$12.1K -755 -2%
AC
88
Aristides Capital
Kentucky
$497K
VA
89
Vident Advisory
Georgia
$461K +$184K +11,500 +64%
MA
90
MAS Advisors
Florida
$457K +$24.1K +1,506 +5%
AWE
91
Avidian Wealth Enterprises
Texas
$431K
DA
92
Doliver Advisors
Texas
$424K -$3.71K -232 -0.8%
CB
93
Cadence Bank
Mississippi
$422K +$9.78K +611 +2%
CPO
94
Cerity Partners OCIO
New York
$378K +$2.8K +175 New
Simplex Trading
95
Simplex Trading
Illinois
$371K +$364K +22,771 +2,435%
US Bancorp
96
US Bancorp
Minnesota
$352K
IWM
97
IHT Wealth Management
Illinois
$334K +$576 +36 +0.2%
SS
98
Sunbelt Securities
Texas
$331K +$1.02K +64 +0.3%
WC
99
Waterloo Capital
Texas
$329K
FHA
100
Flagship Harbor Advisors
Massachusetts
$324K +$48K +2,996 +17%

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.