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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
Truist Financial
76
Truist Financial
North Carolina
$546K -$199K -13,305 -27%
CIC
77
Chase Investment Counsel
Virginia
$527K -$73K -4,874 -12%
Group One Trading
78
Group One Trading
Illinois
$501K +$451K +30,092 +970%
JWA
79
JFS Wealth Advisors
Pennsylvania
$494K +$491K +32,747 New
BCWM
80
Bartlett & Co Wealth Management
Ohio
$494K
BA
81
Bristlecone Advisors
Washington
$489K
AC
82
Aristides Capital
Kentucky
$479K
AGP
83
Autumn Glory Partners
Texas
$477K -$225K -15,000 -32%
DA
84
Doliver Advisors
Texas
$467K +$57.8K +3,856 +14%
VA
85
Vident Advisory
Georgia
$466K +$22.4K +1,498 +5%
MA
86
MAS Advisors
Florida
$441K
LWM
87
LongView Wealth Management
Georgia
$433K -$53.8K -3,592 -11%
CB
88
Cadence Bank
Mississippi
$418K +$10.3K +689 +3%
EWA
89
EP Wealth Advisors
California
$417K +$413K +27,591 New
AWE
90
Avidian Wealth Enterprises
Texas
$415K
Goldman Sachs
91
Goldman Sachs
New York
$403K +$179K +11,925 +81%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$389K -$122K -8,121 -24%
CPO
93
Cerity Partners OCIO
New York
$364K -$75 -5 -3%
FHA
94
Flagship Harbor Advisors
Massachusetts
$341K +$28.7K +1,918 +9%
LF
95
Lee Financial
Texas
$337K +$335K +22,350 New
CWS
96
Cypress Wealth Services
California
$324K +$321K +21,437 New
IWM
97
IHT Wealth Management
Illinois
$323K +$629 +42 +0.2%
SS
98
Sunbelt Securities
Texas
$320K +$1.06K +71 +0.3%
WC
99
Waterloo Capital
Texas
$317K
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$310K +$3.45K +230 +1%

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.