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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$318K -$5.78K -361 -2%
FVCM
102
F&V Capital Management
Florida
$317K
BF
103
BOK Financial
Oklahoma
$313K
FSA
104
Franklin Street Advisors
North Carolina
$313K
AWM
105
Apollon Wealth Management
South Carolina
$313K +$11.8K +736 +4%
PHS
106
Pekin Hardy Strauss
Illinois
$282K
CRI
107
Colonial River Investments
Virginia
$280K -$8.72K -545 -3%
AWM
108
Axxcess Wealth Management
California
$280K +$286K +17,865 New
BG
109
Bahl & Gaynor
Ohio
$274K +$64K +4,000 +30%
EWM
110
Empirical Wealth Management
Washington
$266K -$18.4K -1,150 -6%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$265K +$10.7K +666 +4%
DT
112
Diversified Trust
Tennessee
$263K
Creative Planning
113
Creative Planning
Kansas
$250K +$63.3K +3,956 +33%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$246K +$2.4K +150 +1%
Goldman Sachs
115
Goldman Sachs
New York
$232K +$72.3K +4,514 +44%
UIA
116
Ulland Investment Advisors
Minnesota
$230K
RWA
117
Redhawk Wealth Advisors
Minnesota
$228K +$233K +14,540 New
ECG
118
Edge Capital Group
Georgia
$224K
CIG
119
Cullen Investment Group
Louisiana
$222K +$5.15K +322 +2%
OP
120
ORG Partners
Indiana
$220K
RCM
121
Requisite Capital Management
Texas
$219K
AFC
122
AFT Forsyth & Company
Florida
$218K +$5.04K +315 +2%
AC
123
Annandale Capital
Texas
$214K
Citadel Advisors
124
Citadel Advisors
Florida
$213K -$2.26M -141,270 -91%
HIC
125
Holderness Investments Company
North Carolina
$206K -$4.8K -300 -2%

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.