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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
HH
126
Hilltop Holdings
Texas
$205K
CL
127
Choreo LLC
Illinois
$205K +$208K +12,975 New
GWMI
128
Guardian Wealth Management (Illinois)
Illinois
$200K +$3.36K +210 +2%
BWM
129
BCS Wealth Management
Tennessee
$192K +$4.45K +278 +2%
RFC
130
Regions Financial Corp
Alabama
$191K +$195K +12,200 New
BEAM
131
Baker Ellis Asset Management
Washington
$188K
VEA
132
Virtus ETF Advisers
New York
$181K +$13K +811 +8%
HF
133
Halpern Financial
Virginia
$180K
USCWA
134
U.S. Capital Wealth Advisors
Texas
$179K +$2.11K +132 +1%
SPIA
135
Steward Partners Investment Advisory
New York
$177K +$72K +4,500 +66%
HNB
136
Hilltop National Bank
Wyoming
$174K
LW
137
Linscomb Wealth
Texas
$172K
KAS
138
Kestra Advisory Services
Texas
$166K +$170K +10,610 New
AWA
139
Arete Wealth Advisors
Illinois
$163K +$166K +10,400 New
NA
140
NewEdge Advisors
Louisiana
$160K +$164K +10,234 New
FAIM
141
Financial Advocates Investment Management
Washington
$159K +$162K +10,140 New
MCA
142
Magnolia Capital Advisors
Mississippi
$158K +$162K +10,100 New
TCBWMS
143
Texas Capital Bank Wealth Management Services
Texas
$157K -$800K -50,000 -83%
IC
144
IEQ Capital
California
$157K
HI
145
Harbour Investments
Wisconsin
$116K -$45.5K -2,841 -28%
TH
146
TCTC Holdings
Texas
$104K
GRP
147
Global Retirement Partners
California
$102K +$2.38K +149 +2%
AT
148
Arlington Trust
Alabama
$97.9K
GWM
149
Geneos Wealth Management
Colorado
$93.7K -$1.6K -100 -2%
VNIM
150
Vaughan Nelson Investment Management
Texas
$88K

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.