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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
WMRU
1
William Marsh Rice University
Texas
$85.5M
Morgan Stanley
2
Morgan Stanley
New York
$66.4M +$285K +19,036 +0.4%
Bank of America
3
Bank of America
North Carolina
$34M -$1.91M -127,773 -5%
N
4
Natixis
France
$22.3M -$5.8M -386,800 -21%
PDM
5
Penn Davis McFarland
Texas
$20.5M -$2.22K -148 -0%
IMA
6
Investment Management Associates
Colorado
$17.8M -$767K -51,226 -4%
Brown Advisory
7
Brown Advisory
Maryland
$14.3M -$300K -20,023 -2%
FA
8
Fiducient Advisors
Illinois
$12.3M +$12.2M +811,467 New
MA
9
Mudita Advisors
United Kingdom
$11.5M
IG
10
ING Group
Netherlands
$9.86M +$544K +36,300 +6%
ECP
11
Epacria Capital Partners
Colorado
$8.29M
KCM
12
Kempner Capital Management
Texas
$7.53M
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$7.41M
CF
14
Concorde Financial
Texas
$7.26M +$1.42M +94,589 +24%
Citigroup
15
Citigroup
New York
$7.11M +$157K +10,465 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.11M +$103K +6,898 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.9M -$2.34K -156 -0%
First Trust Advisors
18
First Trust Advisors
Illinois
$5.49M +$680K +45,370 +14%
CG
19
Clarus Group
Texas
$5.06M
ECM
20
Evergreen Capital Management
Washington
$4.99M +$4.14M +276,425 +510%
SOAMC
21
Spirit of America Management Corp
New York
$4.8M -$936K -62,500 -16%
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$4.42M +$1.37M +91,598 +45%
HKAM
23
Horizon Kinetics Asset Management
New York
$4.16M +$1.64M +109,500 +66%
UBS Group
24
UBS Group
Switzerland
$3.55M +$194K +12,949 +6%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$3.38M

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.