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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
SPIA
126
Steward Partners Investment Advisory
New York
$198K +$26.8K +1,790 +16%
CL
127
Choreo LLC
Illinois
$197K +$824 +55 +0.4%
GWMI
128
Guardian Wealth Management (Illinois)
Illinois
$197K +$3.54K +236 +2%
RFC
129
Regions Financial Corp
Alabama
$184K
BEAM
130
Baker Ellis Asset Management
Washington
$181K
Creative Planning
131
Creative Planning
Kansas
$179K -$61.4K -4,100 -26%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$176K +$3.33K +222 +2%
HF
133
Halpern Financial
Virginia
$174K
HNB
134
Hilltop National Bank
Wyoming
$171K +$3K +200 +2%
LW
135
Linscomb Wealth
Texas
$166K
Jane Street
136
Jane Street
New York
$163K -$1.97M -131,747 -92%
VEA
137
Virtus ETF Advisers
New York
$157K -$17.4K -1,163 -10%
FAIM
138
Financial Advocates Investment Management
Washington
$153K
MCA
139
Magnolia Capital Advisors
Mississippi
$153K
LP
140
LB Partners
Virginia
$151K -$1.63M -109,000 -92%
IC
141
IEQ Capital
California
$151K
HI
142
Harbour Investments
Wisconsin
$104K -$7.64K -510 -7%
TH
143
TCTC Holdings
Texas
$101K
AT
144
Arlington Trust
Alabama
$94.4K
VNIM
145
Vaughan Nelson Investment Management
Texas
$85K
First Eagle Investment Management
146
First Eagle Investment Management
New York
$83.6K +$1.06K +71 +1%
GWM
147
Geneos Wealth Management
Colorado
$78.2K -$12K -800 -13%
JP Morgan Chase
148
JP Morgan Chase
New York
$75.5K +$74.9K +5,000 New
LFG
149
Larson Financial Group
Missouri
$54.2K +$53.8K +3,589 New
SSG
150
Summit Securities Group
New York
$54K -$16.5K -1,100 -23%

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.