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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
MG
176
Mather Group
Illinois
$1.36K -$11.3K -755 -89%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$770 +$719 +48 +1,600%
Nomura Holdings
178
Nomura Holdings
Japan
-$8.7M -555,000 Closed
OCM
179
Orchard Capital Management
Illinois
-$3M -191,156 Closed
TI
180
Tidal Investments
Wisconsin
-$1.54M -98,570 Closed
SFS
181
Sowell Financial Services
Arkansas
-$868K -55,375 Closed
PWM
182
Perigon Wealth Management
California
-$600K -38,312 Closed
AWM
183
Apollon Wealth Management
South Carolina
-$313K -19,966 Closed
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
-$246K -15,695 Closed
RCM
185
Requisite Capital Management
Texas
-$219K -13,985 Closed
KAS
186
Kestra Advisory Services
Texas
-$166K -10,610 Closed
AWA
187
Arete Wealth Advisors
Illinois
-$163K -10,400 Closed
NA
188
NewEdge Advisors
Louisiana
-$160K -10,234 Closed
TCBWMS
189
Texas Capital Bank Wealth Management Services
Texas
-$157K -10,000 Closed
GRP
190
Global Retirement Partners
California
-$102K -6,515 Closed
TRCT
191
Tower Research Capital (TRC)
New York
-$48.3K -3,083 Closed
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
-$39K -2,462 Closed
CJ
193
Caitlin John
Michigan
-$15.7K -1,001 Closed
GBT
194
Grove Bank & Trust
Florida
-$15.7K -1,000 Closed
RWMG
195
Redwood Wealth Management Group
New Jersey
-$15.7K -1,000 Closed
APC
196
Aspire Private Capital
North Carolina
-$12.7K -808 Closed
S
197
SignatureFD
Georgia
-$6.27K -400 Closed
AIM
198
Anchor Investment Management
South Carolina
-$4.7K -300 Closed
SC
199
Stephens Consulting
Michigan
-$4.7K -300 Closed
TWP
200
Triad Wealth Partners
Kansas
-$4.31K -275 Closed

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.