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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
LAM
151
Lummis Asset Management
Texas
$38.6K -$5.31M -335,103 -99%
NFSG
152
Newbridge Financial Services Group
Florida
$32.5K -$15.8K -1,000 -33%
HFS
153
HBC Financial Services
Washington
$31K
NS
154
NBC Securities
Alabama
$31K +$443 +28 +1%
BWL
155
Bogart Wealth LLC
Virginia
$25.9K +$25.7K +1,623 New
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$22.6K +$22.4K +1,413 New
IGWM
157
ICA Group Wealth Management
Colorado
$20.4K
GBT
158
Grove Bank & Trust
Florida
$16K
WWM
159
Wolff Wiese Magana
California
$16K
CA
160
CoreCap Advisors
Michigan
$14.5K +$14.4K +909 New
Simplex Trading
161
Simplex Trading
Illinois
$14K -$331K -20,932 -96%
APC
162
Aspire Private Capital
North Carolina
$12.5K +$649 +41 +6%
CCMW
163
Cypress Capital Management (Wyoming)
Wyoming
$9.59K
CJ
164
Caitlin John
Michigan
$8.04K +$7.96K +503 New
AF
165
Advisornet Financial
Minnesota
$7.99K
AGWCA
166
Annis Gardner Whiting Capital Advisors
Florida
$7.99K
PTC
167
Private Trust Company
Ohio
$7.99K
S
168
SignatureFD
Georgia
$6.39K
CG
169
Cutler Group
California
$6K -$3.85K -243 -38%
PA
170
Parallel Advisors
California
$5.38K +$158 +10 +3%
SWM
171
Spire Wealth Management
Virginia
$4.86K +$32 +2 +0.7%
First Manhattan
172
First Manhattan
New York
$4.79K
SC
173
Stephens Consulting
Michigan
$4.79K
AIM
174
Anchor Investment Management
South Carolina
$4.79K +$4.75K +300 New
TRCT
175
Tower Research Capital (TRC)
New York
$3.08K +$2.55K +161 +503%

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.