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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
GWMI
126
Guardian Wealth Management (Illinois)
Illinois
$201K +$823 +52 +0.4%
BWM
127
BCS Wealth Management
Tennessee
$192K +$5.65K +357 +3%
Creative Planning
128
Creative Planning
Kansas
$192K -$18.7K -1,178 -9%
BEAM
129
Baker Ellis Asset Management
Washington
$192K -$15.8K -1,000 -8%
Citigroup
130
Citigroup
New York
$192K +$190K +12,000 New
HF
131
Halpern Financial
Virginia
$191K
KA
132
Kovack Advisors
Florida
$184K -$23.8K -1,500 -12%
USCWA
133
U.S. Capital Wealth Advisors
Texas
$181K +$2.68K +169 +2%
HNB
134
Hilltop National Bank
Wyoming
$177K +$176K +11,100 New
LW
135
Linscomb Wealth
Texas
$176K
VEA
136
Virtus ETF Advisers
New York
$171K +$170K +10,727 New
Goldman Sachs
137
Goldman Sachs
New York
$164K -$94.2K -5,947 -37%
HI
138
Harbour Investments
Wisconsin
$164K -$3.6K -227 -2%
IC
139
IEQ Capital
California
$160K +$158K +10,000 New
SPIA
140
Steward Partners Investment Advisory
New York
$109K +$108K +6,800 New
TH
141
TCTC Holdings
Texas
$107K
SG Americas Securities
142
SG Americas Securities
New York
$102K +$101K +6,387 New
GRP
143
Global Retirement Partners
California
$102K -$31.6K -1,995 -24%
AT
144
Arlington Trust
Alabama
$99.9K
GWM
145
Geneos Wealth Management
Colorado
$97.2K
VNIM
146
Vaughan Nelson Investment Management
Texas
$89K
First Eagle Investment Management
147
First Eagle Investment Management
New York
$85.7K -$16.6K -1,047 -16%
SOW
148
State of Wyoming
Wyoming
$81.6K -$121K -7,615 -60%
VWM
149
Venturi Wealth Management
Texas
$41.5K +$9.5K +600 +30%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$41K +$7.79K +492 +23%

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.