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Black Stone Minerals

181 hedge funds and large institutions have $487M invested in Black Stone Minerals in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 178181 (+3)

1.08% more ownership

Funds ownership: 14.73%15.81% (+1.1%)

4% more capital invested

Capital invested by funds: $467M → $487M (+$19.8M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

40% less call options, than puts

Call options by funds: $3.18M | Put options by funds: $5.34M

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
22
Increased
58
Reduced
39
Closed
16
Calls
$3.18M
Puts
$5.34M
Net Calls
-$2.16M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
Icon Wealth Advisors
Texas
$1.19M +$3.62K +243 +0.3%
Invesco
52
Invesco
Georgia
$1.19M -$101K -6,779 -8%
RWP
53
RWA Wealth Partners
Massachusetts
$1.14M
AC
54
Avenir Corporation
Virginia
$1.08M
IAA
55
Independent Advisor Alliance
North Carolina
$1.07M +$5.96K +400 +0.5%
Franklin Resources
56
Franklin Resources
California
$1.06M -$40.1K -2,693 -4%
GC
57
Gruss & Co
Florida
$1.04M +$155K +10,405 +17%
CFB
58
Cullen/Frost Bankers
Texas
$1.03M -$3.91K -262 -0.4%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$993K
BI
60
Bramshill Investments
Florida
$944K -$44.4K -2,980 -4%
CIS
61
Custom Index Systems
New York
$935K -$147K -9,866 -13%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$920K -$14.5K -971 -2%
JFG
63
Jefferies Financial Group
New York
$911K
BG
64
Bahl & Gaynor
Ohio
$898K +$89.4K +6,000 +11%
WF
65
Welch & Forbes
Massachusetts
$861K
AC
66
AlphaCore Capital
California
$855K
SPIA
67
Steward Partners Investment Advisory
New York
$844K +$666K +44,700 +341%
FSA
68
Fort Sheridan Advisors
Illinois
$839K
CHAM
69
Clear Harbor Asset Management
Connecticut
$760K
AA
70
Ancora Advisors
Ohio
$757K +$2.53K +170 +0.3%
Goldman Sachs
71
Goldman Sachs
New York
$742K +$359K +24,092 +90%
Mariner
72
Mariner
Kansas
$741K -$40.5K -2,717 -5%
BA
73
Bristlecone Advisors
Washington
$665K +$196K +13,141 +41%
Simplex Trading
74
Simplex Trading
Illinois
$629K -$55K -3,689 -8%
Group One Trading
75
Group One Trading
Illinois
$606K +$124K +8,335 +25%

BSM Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2024, worth a combined $487M — up 4.2% from $467M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSM positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.9M. The largest seller was ING Group, exiting entirely with an estimated $9.86M sold.

  • 181 institutional investors held Black Stone Minerals (BSM) as of Q4 2024, up from 178 in Q3 2024.
  • Funds reported $487M of Black Stone Minerals stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 22 funds opened new Black Stone Minerals positions in Q4 2024 and 16 closed out, a net change of +6 holders.
  • The largest Black Stone Minerals buyer in Q4 2024 was Morgan Stanley, an estimated $16.9M added.
  • The largest Black Stone Minerals seller in Q4 2024 was ING Group, an estimated $9.86M sold.

Based on aggregated 13F filings for Q4 2024.