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Black Stone Minerals
BSM

Overview Fund Activity

178 hedge funds and large institutions have $467M invested in Black Stone Minerals in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 24 closing their positions.

Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
53
Reduced
44
Closed
24
Calls
$5.14M
Puts
$5.99M
Net Calls
-$853K
Net Calls Change
-$2.12M

Top Buyers

1
FA
1
Fiducient Advisors
Illinois
$12.3M
2
ECM
2
Evergreen Capital Management
Washington
$4.99M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$4.16M
4
CF
4
Concorde Financial
Texas
$7.26M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$4.42M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$22.3M
3
OCM
3
Orchard Capital Management
Illinois
$0
4
Jane Street
4
Jane Street
New York
$163K
5
Bank of America
5
Bank of America
North Carolina
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$85.5M 5,663,476 – –
Morgan Stanley
2
Morgan Stanley
New York
$66.4M 4,396,368 +19,036 +0.4%
Bank of America
3
Bank of America
North Carolina
$34M 2,249,902 -127,773 -5%
N
4
Natixis
France
$22.3M 1,477,700 -386,800 -21%
PDM
5
Penn Davis McFarland
Texas
$20.5M 1,356,173 -148 -0%
IMA
6
Investment Management Associates
Colorado
$17.8M 1,180,220 -51,226 -4%
Brown Advisory
7
Brown Advisory
Maryland
$14.3M 944,722 -20,023 -2%
FA
8
Fiducient Advisors
Illinois
$12.3M 811,467 +811,467 New
MA
9
Mudita Advisors
United Kingdom
$11.5M 760,877 – –
IG
10
ING Group
Netherlands
$9.86M 652,900 +36,300 +6%
ECP
11
Epacria Capital Partners
Colorado
$8.29M 548,698 – –
KCM
12
Kempner Capital Management
Texas
$7.53M 498,616 – –
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$7.41M 490,740 – –
CF
14
Concorde Financial
Texas
$7.26M 481,007 +94,589 +24%
Citigroup
15
Citigroup
New York
$7.11M 470,915 +10,465 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.11M 404,828 +6,898 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.9M 390,914 -156 -0%
First Trust Advisors
18
First Trust Advisors
Illinois
$5.49M 363,820 +45,370 +14%
CG
19
Clarus Group
Texas
$5.06M 334,996 – –
ECM
20
Evergreen Capital Management
Washington
$4.99M 330,581 +276,425 +510%
SOAMC
21
Spirit of America Management Corp
New York
$4.8M 317,999 -62,500 -16%
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$4.42M 292,934 +91,598 +45%
HKAM
23
Horizon Kinetics Asset Management
New York
$4.16M 275,638 +109,500 +66%
UBS Group
24
UBS Group
Switzerland
$3.55M 235,379 +12,949 +6%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$3.38M 223,990 – –
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