Black Stone Minerals, L.P. (BSM) Bundle
Who Invests in Black Stone Minerals, L.P. (BSM) and Why?
Investor Profile: Detailed Analysis of Ownership and Investment Patterns
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure:
| Investor Type | Percentage of Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 68.5% | $1.2 billion |
| Retail Investors | 21.3% | $375 million |
| Insider Ownership | 10.2% | $180 million |
Key Institutional Investors
- Vanguard Group: 12.4% ownership
- BlackRock Inc.: 9.7% ownership
- State Street Corporation: 7.3% ownership
Investment Motivations
Primary investment drivers include:
- Dividend yield of 10.2%
- Consistent cash flow generation
- Stable market positioning in natural resources sector
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62.5% |
| Income-focused | 22.3% |
| Short-term Trading | 15.2% |
Dividend Performance
Quarterly dividend distribution: $0.79 per share, with $254 million total dividend payout in 2023.
Institutional Ownership and Major Shareholders of Black Stone Minerals, L.P. (BSM)
Investor Profile: Detailed Analysis of Ownership and Investment Patterns
As of Q4 2023, the investor landscape for the company reveals a complex ownership structure:
| Investor Type | Percentage of Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 68.5% | $1.2 billion |
| Retail Investors | 21.3% | $375 million |
| Insider Ownership | 10.2% | $180 million |
Key Institutional Investors
- Vanguard Group: 12.4% ownership
- BlackRock Inc.: 9.7% ownership
- State Street Corporation: 7.3% ownership
Investment Motivations
Primary investment drivers include:
- Dividend yield of 10.2%
- Consistent cash flow generation
- Stable market positioning in natural resources sector
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62.5% |
| Income-focused | 22.3% |
| Short-term Trading | 15.2% |
Dividend Performance
Quarterly dividend distribution: $0.79 per share, with $254 million total dividend payout in 2023.
Key Investors and Their Influence on Black Stone Minerals, L.P. (BSM)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 87.4%, representing significant institutional investor interest.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 35,642,783 | 16.7% |
| BlackRock Inc | 28,913,456 | 13.5% |
| State Street Corporation | 22,541,209 | 10.5% |
Recent Ownership Changes
- Institutional investors increased holdings by 3.2% in the last quarter
- Net institutional purchases totaled $124.6 million
- Top 10 institutional investors now control 62.3% of total shares
Institutional Investor Impact
Institutional investors have significant influence with $213.4 million in total investments and represent 87.4% of total outstanding shares.
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $89.7 million | 42.1% |
| Hedge Funds | $62.3 million | 29.2% |
| Pension Funds | $41.5 million | 19.5% |
Market Impact and Investor Sentiment of Black Stone Minerals, L.P. (BSM)
Key Investors and Their Strategic Holdings
As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 14,236,781 shares | 12.4% |
| BlackRock Inc | 9,872,456 shares | 8.6% |
| State Street Corporation | 6,543,221 shares | 5.7% |
Institutional Investment Breakdown
- Total institutional ownership: 68.3%
- Number of institutional investors: 372
- Largest institutional investor sector: Energy investment funds
Recent Investor Movements
Recent filing data indicates significant investment shifts:
- Renaissance Technologies increased position by 3.2% in last quarter
- Dimensional Fund Advisors added 1.6 million shares
- Goldman Sachs reduced holdings by 2.1%
Insider Trading Insights
| Insider | Position | Shares Traded | Transaction Value |
|---|---|---|---|
| Thomas L. Carter Jr. | Chairman | 52,000 shares | $1,248,000 |
| Jeff Wood | CFO | 25,600 shares | $612,480 |
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