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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
VWM
151
Venturi Wealth Management
Texas
$46.8K +$4.5K +300 +11%
LAM
152
Lummis Asset Management
Texas
$45.2K +$8.69K +580 +24%
NS
153
NBC Securities
Alabama
$29K +$360 +24 +1%
NFSG
154
Newbridge Financial Services Group
Florida
$26.2K
BWL
155
Bogart Wealth LLC
Virginia
$24.5K -$1.5K -100 -6%
FMP
156
Financial Management Professionals
Texas
$20K +$494 +33 +3%
PCTC
157
Perkins Coie Trust Company
Washington
$15.1K
WWM
158
Wolff Wiese Magana
California
$15.1K
Jones Financial Companies
159
Jones Financial Companies
Missouri
$15K
CA
160
CoreCap Advisors
Michigan
$14.4K +$330 +22 +2%
CCMW
161
Cypress Capital Management (Wyoming)
Wyoming
$9.06K
AF
162
Advisornet Financial
Minnesota
$7.55K
AGWCA
163
Annis Gardner Whiting Capital Advisors
Florida
$7.55K
PTC
164
Private Trust Company
Ohio
$7.55K
ATS
165
Ashton Thomas Securities
New York
$7.55K +$7.49K +500 New
CPA
166
Capital Performance Advisors
California
$7.55K +$7.49K +500 New
PA
167
Parallel Advisors
California
$5.33K +$135 +9 +3%
FIM
168
FWL Investment Management
Texas
$4.3K +$4.27K +285 New
CAS
169
Coppell Advisory Solutions
Texas
$3.75K
IAIM
170
International Assets Investment Management
Florida
$3.61K +$817K +54,556 New
CCM
171
Chilton Capital Management
Texas
$3.16K
JIP
172
Jaffetilchin Investment Partners
Florida
$3.02K +$3K +200 New
FFA
173
Farther Finance Advisors
California
$1.89K
NL
174
NVWM LLC
Pennsylvania
$1.71K +$1.69K +113 New
CA
175
Clearstead Advisors
Ohio
$1.47K +$30 +2 +2%

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.