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Black Stone Minerals
BSM

Overview Fund Activity

183 hedge funds and large institutions have $473M invested in Black Stone Minerals in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-12
Holders Change %
-6.15%
% of All Funds
2.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
20
Increased
50
Reduced
53
Closed
30
Calls
$11.2M
Puts
$6.6M
Net Calls
+$4.59M
Net Calls Change
-$1.87M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.81M
2
PIWA
2
Prevail Innovative Wealth Advisors
Kansas
$2.56M
3
IG
3
ING Group
Netherlands
$10.5M
4
UBS Group
4
UBS Group
Switzerland
$3.12M
5
CAM
5
Cresset Asset Management
Illinois
$1.93M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.7M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
LAM
3
Lummis Asset Management
Texas
$38.6K
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.47M
5
PVI
5
Pine Valley Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$330K -$1.6K -100 -0.5%
IWA
102
Icon Wealth Advisors
Texas
$327K +$32K +2,003 +11%
FVCM
103
F&V Capital Management
Florida
$323K +$30.4K +1,900 +10%
BF
104
BOK Financial
Oklahoma
$322K – – –
FSA
105
Franklin Street Advisors
North Carolina
$320K – – –
AWM
106
Apollon Wealth Management
South Carolina
$307K +$5.71K +357 +2%
CRI
107
Colonial River Investments
Virginia
$294K +$24.4K +1,525 +9%
EWM
108
Empirical Wealth Management
Washington
$290K +$290K +18,150 New
PHS
109
Pekin Hardy Strauss
Illinois
$288K – – –
VA
110
Vident Advisory
Georgia
$286K +$90K +5,633 +46%
FHA
111
Flagship Harbor Advisors
Massachusetts
$283K +$14.4K +899 +5%
DT
112
Diversified Trust
Tennessee
$268K – – –
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$260K +$260K +16,268 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$248K -$508K -31,800 -67%
UIA
115
Ulland Investment Advisors
Minnesota
$235K – – –
LWCFA
116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234K – – –
ECG
117
Edge Capital Group
Georgia
$229K – – –
CIG
118
Cullen Investment Group
Louisiana
$228K +$6.84K +415 +3%
OP
119
ORG Partners
Indiana
$224K +$224K +13,900 New
RCM
120
Requisite Capital Management
Texas
$223K -$799 -50 -0.4%
AC
121
Annandale Capital
Texas
$218K +$16.2K +1,011 +8%
AFC
122
AFT Forsyth & Company
Florida
$218K +$6.49K +406 +3%
BG
123
Bahl & Gaynor
Ohio
$216K – – –
HIC
124
Holderness Investments Company
North Carolina
$215K – – –
HH
125
Hilltop Holdings
Texas
$209K – – –
3 4
5
6 7