BSM icon

Black Stone Minerals
BSM

Overview Fund Activity

180 hedge funds and large institutions have $487M invested in Black Stone Minerals in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
21
Increased
58
Reduced
39
Closed
16
Calls
$3.18M
Puts
$5.34M
Net Calls
-$2.16M
Net Calls Change
-$1.31M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.8M
2
CAM
2
Cresset Asset Management
Illinois
$8.71M
3
UBS Group
3
UBS Group
Switzerland
$9.58M
4
IMA
4
Investment Management Associates
Colorado
$22.5M
5
ACA
5
Aptus Capital Advisors
Alabama
$4.88M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$209K
2
IG
2
ING Group
Netherlands
$0
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
Bank of America
4
Bank of America
North Carolina
$28.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$56.8K
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$82.7M 5,663,476 – –
Morgan Stanley
2
Morgan Stanley
New York
$80.8M 5,532,978 +1,136,610 +26%
Bank of America
3
Bank of America
North Carolina
$28.4M 1,947,202 -302,700 -13%
PDM
4
Penn Davis McFarland
Texas
$23.4M 1,601,182 +245,009 +18%
IMA
5
Investment Management Associates
Colorado
$22.5M 1,544,182 +363,962 +31%
N
6
Natixis
France
$21.6M 1,477,700 – –
Brown Advisory
7
Brown Advisory
Maryland
$13.1M 897,934 -46,788 -5%
FA
8
Fiducient Advisors
Illinois
$11.8M 811,467 – –
MA
9
Mudita Advisors
United Kingdom
$11.1M 760,877 – –
UBS Group
10
UBS Group
Switzerland
$9.58M 656,278 +420,899 +179%
CAM
11
Cresset Asset Management
Illinois
$8.71M 596,853 +497,457 +500%
ECP
12
Epacria Capital Partners
Colorado
$8.44M 578,422 +29,724 +5%
Citigroup
13
Citigroup
New York
$8.44M 578,306 +107,391 +23%
KCM
14
Kempner Capital Management
Texas
$7.28M 498,616 – –
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$7.16M 490,740 – –
CF
16
Concorde Financial
Texas
$7.05M 483,209 +2,202 +0.5%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.97M 408,918 +4,090 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.68M 389,253 -1,661 -0.4%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.21M 356,782 -7,038 -2%
CG
20
Clarus Group
Texas
$4.88M 333,996 -1,000 -0.3%
ACA
21
Aptus Capital Advisors
Alabama
$4.88M 333,996 +333,996 New
ECM
22
Evergreen Capital Management
Washington
$4.69M 321,220 -9,361 -3%
Northern Trust
23
Northern Trust
Illinois
$4.43M 303,314 +303,314 New
Raymond James Financial
24
Raymond James Financial
Florida
$4.21M 288,412 +288,412 New
HKAM
25
Horizon Kinetics Asset Management
New York
$4.02M 275,638 – –
1
2 3 4 5