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Black Stone Minerals

181 hedge funds and large institutions have $487M invested in Black Stone Minerals in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

2% more funds holding

Funds holding: 178181 (+3)

1.08% more ownership

Funds ownership: 14.73%15.81% (+1.1%)

4% more capital invested

Capital invested by funds: $467M → $487M (+$19.8M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

40% less call options, than puts

Call options by funds: $3.18M | Put options by funds: $5.34M

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
22
Increased
58
Reduced
39
Closed
16
Calls
$3.18M
Puts
$5.34M
Net Calls
-$2.16M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$82.7M
Morgan Stanley
2
Morgan Stanley
New York
$80.8M +$16.9M +1,136,610 +26%
Bank of America
3
Bank of America
North Carolina
$28.4M -$4.51M -302,700 -13%
PDM
4
Penn Davis McFarland
Texas
$23.4M +$3.65M +245,009 +18%
IMA
5
Investment Management Associates
Colorado
$22.5M +$5.43M +363,962 +31%
N
6
Natixis
France
$21.6M
Brown Advisory
7
Brown Advisory
Maryland
$13.1M -$697K -46,788 -5%
FA
8
Fiducient Advisors
Illinois
$11.8M
MA
9
Mudita Advisors
United Kingdom
$11.1M
UBS Group
10
UBS Group
Switzerland
$9.58M +$6.27M +420,899 +179%
CAM
11
Cresset Asset Management
Illinois
$8.71M +$7.42M +497,457 +500%
ECP
12
Epacria Capital Partners
Colorado
$8.44M +$443K +29,724 +5%
Citigroup
13
Citigroup
New York
$8.44M +$1.6M +107,391 +23%
KCM
14
Kempner Capital Management
Texas
$7.28M
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$7.16M
CF
16
Concorde Financial
Texas
$7.05M +$32.8K +2,202 +0.5%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.97M +$61K +4,090 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.68M -$24.8K -1,661 -0.4%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.21M -$105K -7,038 -2%
CG
20
Clarus Group
Texas
$4.88M -$14.9K -1,000 -0.3%
ACA
21
Aptus Capital Advisors
Alabama
$4.88M +$4.98M +333,996 New
ECM
22
Evergreen Capital Management
Washington
$4.69M -$140K -9,361 -3%
Northern Trust
23
Northern Trust
Illinois
$4.43M +$4.52M +303,314 New
Raymond James Financial
24
Raymond James Financial
Florida
$4.21M +$4.3M +288,412 New
HKAM
25
Horizon Kinetics Asset Management
New York
$4.02M

BSM Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2024, worth a combined $487M — up 4.2% from $467M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSM positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.9M. The largest seller was ING Group, exiting entirely with an estimated $9.86M sold.

  • 181 institutional investors held Black Stone Minerals (BSM) as of Q4 2024, up from 178 in Q3 2024.
  • Funds reported $487M of Black Stone Minerals stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 22 funds opened new Black Stone Minerals positions in Q4 2024 and 16 closed out, a net change of +6 holders.
  • The largest Black Stone Minerals buyer in Q4 2024 was Morgan Stanley, an estimated $16.9M added.
  • The largest Black Stone Minerals seller in Q4 2024 was ING Group, an estimated $9.86M sold.

Based on aggregated 13F filings for Q4 2024.