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Black Stone Minerals
BSM

Overview Fund Activity

180 hedge funds and large institutions have $487M invested in Black Stone Minerals in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
21
Increased
58
Reduced
39
Closed
16
Calls
$3.18M
Puts
$5.34M
Net Calls
-$2.16M
Net Calls Change
-$1.31M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.8M
2
CAM
2
Cresset Asset Management
Illinois
$8.71M
3
UBS Group
3
UBS Group
Switzerland
$9.58M
4
IMA
4
Investment Management Associates
Colorado
$22.5M
5
ACA
5
Aptus Capital Advisors
Alabama
$4.88M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$209K
2
IG
2
ING Group
Netherlands
$0
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
Bank of America
4
Bank of America
North Carolina
$28.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$56.8K
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
51
Icon Wealth Advisors
Texas
$1.19M 81,783 +243 +0.3%
Invesco
52
Invesco
Georgia
$1.19M 81,554 -6,779 -8%
RWP
53
RWA Wealth Partners
Massachusetts
$1.14M 78,304 – –
AC
54
Avenir Corporation
Virginia
$1.08M 73,900 – –
IAA
55
Independent Advisor Alliance
North Carolina
$1.07M 73,477 +400 +0.5%
Franklin Resources
56
Franklin Resources
California
$1.06M 72,357 -2,693 -4%
GC
57
Gruss & Co
Florida
$1.04M 71,016 +10,405 +17%
CFB
58
Cullen/Frost Bankers
Texas
$1.03M 70,859 -262 -0.4%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$993K 68,000 – –
BI
60
Bramshill Investments
Florida
$944K 64,687 -2,980 -4%
CIS
61
Custom Index Systems
New York
$935K 64,013 -9,866 -13%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$920K 63,042 -971 -2%
JFG
63
Jefferies Financial Group
New York
$911K 62,400 – –
BG
64
Bahl & Gaynor
Ohio
$898K 61,500 +6,000 +11%
WF
65
Welch & Forbes
Massachusetts
$861K 58,966 – –
AC
66
AlphaCore Capital
California
$855K 58,550 – –
SPIA
67
Steward Partners Investment Advisory
New York
$844K 57,790 +44,700 +341%
FSA
68
Fort Sheridan Advisors
Illinois
$839K 57,471 – –
CHAM
69
Clear Harbor Asset Management
Connecticut
$760K 52,032 – –
AA
70
Ancora Advisors
Ohio
$757K 51,877 +170 +0.3%
Goldman Sachs
71
Goldman Sachs
New York
$742K 50,799 +24,092 +90%
Mariner
72
Mariner
Kansas
$741K 50,721 -2,717 -5%
BA
73
Bristlecone Advisors
Washington
$665K 45,551 +13,141 +41%
Simplex Trading
74
Simplex Trading
Illinois
$629K 43,124 -3,689 -8%
Group One Trading
75
Group One Trading
Illinois
$606K 41,528 +8,335 +25%
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