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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
WMRU
1
William Marsh Rice University
Texas
$90.5M
Morgan Stanley
2
Morgan Stanley
New York
$74.7M -$58.6M -3,698,182 -44%
N
3
Natixis
France
$29.8M
PDM
4
Penn Davis McFarland
Texas
$21.7M -$1.89M -119,236 -8%
IMA
5
Investment Management Associates
Colorado
$19.8M +$284K +17,910 +1%
Brown Advisory
6
Brown Advisory
Maryland
$15.4M -$421K -26,577 -3%
MA
7
Mudita Advisors
United Kingdom
$12.2M
IG
8
ING Group
Netherlands
$10.5M +$1.99M +125,400 +24%
Bank of America
9
Bank of America
North Carolina
$8.81M +$3.46M +218,511 +66%
ECP
10
Epacria Capital Partners
Colorado
$8.77M
KCM
11
Kempner Capital Management
Texas
$7.97M
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$7.84M
RJA
13
Raymond James & Associates
Florida
$7.21M -$182K -11,514 -2%
SOAMC
14
Spirit of America Management Corp
New York
$6.83M -$487K -30,750 -7%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$6.58M -$1.25M -78,913 -16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.32M -$6K -379 -0.1%
CF
17
Concorde Financial
Texas
$6.08M +$316K +19,941 +6%
Nomura Holdings
18
Nomura Holdings
Japan
$5.64M
HighTower Advisors
19
HighTower Advisors
Illinois
$5.53M -$264K -16,642 -5%
CG
20
Clarus Group
Texas
$5.35M
First Trust Advisors
21
First Trust Advisors
Illinois
$5.12M -$1.33M -83,761 -21%
CEI
22
Clark Estates Inc
New York
$3.2M
OCM
23
Orchard Capital Management
Illinois
$3.12M +$66.9K +4,225 +2%
UBS Group
24
UBS Group
Switzerland
$3.12M +$1.19M +74,981 +62%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.95M +$8.44K +533 +0.3%

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.