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Black Stone Minerals

178 hedge funds and large institutions have $467M invested in Black Stone Minerals in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.21% less ownership

Funds ownership: 14.94%14.73% (-0.21%)

4% less funds holding

Funds holding: 185178 (-7)

5% less capital invested

Capital invested by funds: $494M → $467M (-$26.4M)

14% less call options, than puts

Call options by funds: $5.14M | Put options by funds: $5.99M

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
178
Holders Change
-7
Holders Change %
-3.78%
% of All Funds
2.56%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
18
Increased
54
Reduced
44
Closed
24
Calls
$5.14M
Puts
$5.99M
Net Calls
-$853K
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.17M -$58.8K -3,924 -5%
Wells Fargo
52
Wells Fargo
California
$1.14M +$333K +22,218 +41%
Franklin Resources
53
Franklin Resources
California
$1.13M
AC
54
Avenir Corporation
Virginia
$1.12M
CIS
55
Custom Index Systems
New York
$1.12M -$208K -13,908 -16%
IAA
56
Independent Advisor Alliance
North Carolina
$1.1M
CFB
57
Cullen/Frost Bankers
Texas
$1.07M +$55.3K +3,694 +5%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$1.03M
BI
59
Bramshill Investments
Florida
$1.02M +$345 +23 +0%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$967K -$11.4K -758 -1%
BPA
61
Beacon Pointe Advisors
California
$946K +$239K +15,920 +34%
JFG
62
Jefferies Financial Group
New York
$942K
GC
63
Gruss & Co
Florida
$915K
WF
64
Welch & Forbes
Massachusetts
$890K
AC
65
AlphaCore Capital
California
$884K +$225K +15,000 +34%
FSA
66
Fort Sheridan Advisors
Illinois
$868K
BG
67
Bahl & Gaynor
Ohio
$838K +$569K +38,000 +217%
Mariner
68
Mariner
Kansas
$807K +$21K +1,401 +3%
CHAM
69
Clear Harbor Asset Management
Connecticut
$786K -$43.8K -2,925 -5%
AA
70
Ancora Advisors
Ohio
$781K -$34.3K -2,289 -4%
Osaic Holdings
71
Osaic Holdings
Arizona
$750K -$21K -1,399 -3%
Simplex Trading
72
Simplex Trading
Illinois
$706K +$346K +23,107 +97%
Barclays
73
Barclays
United Kingdom
$603K -$545K -36,361 -48%
FM
74
Family Management
New York
$600K
HF
75
HRT Financial
New York
$588K -$1.38M -92,237 -70%

BSM Hedge Fund Activity: Q3 2024 in Review

178 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2024, worth a combined $467M — down 5.4% from $494M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of BSM and 18 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 54 added.

The largest buyer was Fiducient Advisors, opening a new position worth an estimated $12.2M. The largest seller was Nomura Holdings, exiting entirely with an estimated $8.7M sold.

  • 178 institutional investors held Black Stone Minerals (BSM) as of Q3 2024, down from 185 in Q2 2024.
  • Funds reported $467M of Black Stone Minerals stock for Q3 2024, down 5.4% quarter-over-quarter.
  • 18 funds opened new Black Stone Minerals positions in Q3 2024 and 24 closed out, a net change of -6 holders.
  • The largest Black Stone Minerals buyer in Q3 2024 was Fiducient Advisors, an estimated $12.2M added.
  • The largest Black Stone Minerals seller in Q3 2024 was Nomura Holdings, an estimated $8.7M sold.

Based on aggregated 13F filings for Q3 2024.