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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
WMRU
1
William Marsh Rice University
Texas
$88.7M
Morgan Stanley
2
Morgan Stanley
New York
$68.6M -$4.75M -296,696 -6%
Bank of America
3
Bank of America
North Carolina
$37.3M +$29.2M +1,826,649 +331%
N
4
Natixis
France
$29.2M
PDM
5
Penn Davis McFarland
Texas
$21.3M
IMA
6
Investment Management Associates
Colorado
$19.3M -$126K -7,853 -0.6%
Brown Advisory
7
Brown Advisory
Maryland
$15.1M +$35.2K +2,200 +0.2%
MA
8
Mudita Advisors
United Kingdom
$11.9M
IG
9
ING Group
Netherlands
$9.66M -$629K -39,300 -6%
Nomura Holdings
10
Nomura Holdings
Japan
$8.7M +$3.23M +201,900 +57%
ECP
11
Epacria Capital Partners
Colorado
$8.6M
KCM
12
Kempner Capital Management
Texas
$7.81M
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$7.69M
Citigroup
14
Citigroup
New York
$7.22M +$7.18M +448,450 +3,737%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.24M +$830K +51,831 +15%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.13M -$67.6K -4,226 -1%
CF
17
Concorde Financial
Texas
$6.06M +$98.6K +6,162 +2%
SOAMC
18
Spirit of America Management Corp
New York
$5.96M -$752K -47,000 -11%
CG
19
Clarus Group
Texas
$5.25M
RJA
20
Raymond James & Associates
Florida
$5.14M -$1.98M -123,720 -27%
First Trust Advisors
21
First Trust Advisors
Illinois
$4.99M -$34.3K -2,145 -0.7%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$3.49M -$2.96M -184,697 -45%
UBS Group
23
UBS Group
Switzerland
$3.49M +$439K +27,455 +14%
PIWA
24
Prevail Innovative Wealth Advisors
Kansas
$3.15M +$658K +41,136 +26%
CEI
25
Clark Estates Inc
New York
$3.04M -$92.4K -5,775 -3%

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.