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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$330K -$1.58K -100 -0.5%
IWA
102
Icon Wealth Advisors
Texas
$327K +$31.7K +2,003 +11%
FVCM
103
F&V Capital Management
Florida
$323K +$30.1K +1,900 +10%
BF
104
BOK Financial
Oklahoma
$322K
FSA
105
Franklin Street Advisors
North Carolina
$320K
AWM
106
Apollon Wealth Management
South Carolina
$307K +$5.65K +357 +2%
CRI
107
Colonial River Investments
Virginia
$294K +$24.1K +1,525 +9%
EWM
108
Empirical Wealth Management
Washington
$290K +$287K +18,150 New
PHS
109
Pekin Hardy Strauss
Illinois
$288K
VA
110
Vident Advisory
Georgia
$286K +$89.2K +5,633 +46%
FHA
111
Flagship Harbor Advisors
Massachusetts
$283K +$14.2K +899 +5%
DT
112
Diversified Trust
Tennessee
$268K
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$260K +$258K +16,268 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$248K -$504K -31,800 -67%
UIA
115
Ulland Investment Advisors
Minnesota
$235K
LWCFA
116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234K
ECG
117
Edge Capital Group
Georgia
$229K
CIG
118
Cullen Investment Group
Louisiana
$228K +$6.57K +415 +3%
OP
119
ORG Partners
Indiana
$224K +$220K +13,900 New
RCM
120
Requisite Capital Management
Texas
$223K -$792 -50 -0.4%
AC
121
Annandale Capital
Texas
$218K +$16K +1,011 +8%
AFC
122
AFT Forsyth & Company
Florida
$218K +$6.43K +406 +3%
BG
123
Bahl & Gaynor
Ohio
$216K
HIC
124
Holderness Investments Company
North Carolina
$215K
HH
125
Hilltop Holdings
Texas
$209K

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.