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Black Stone Minerals
BSM

Overview Fund Activity

95 hedge funds and large institutions have $267M invested in Black Stone Minerals in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
13
Increased
30
Reduced
20
Closed
8
Calls
$274K
Puts
$1.7M
Net Calls
-$1.43M
Net Calls Change
-$554K

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.23M
2
SA
SoftVest Advisors
Texas
$6.99M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.93M
4
Morgan Stanley
Morgan Stanley
New York
$21.9M
5
Brown Advisory
Brown Advisory
Maryland
$6.86M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
$15.5M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$1.13M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$131K
4
GW
GW & Wade
Massachusetts
$0
5
GC
Gruss & Co
Florida
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
26
HighTower Trust
Texas
$1.76M +$99.3K +16,175 +6%
CS
27
Credit Suisse
Switzerland
$1.28M +$1.08M +176,636 +546%
HKAM
28
Horizon Kinetics Asset Management
New York
$1.21M +$89K +14,500 +8%
RWP
29
RWA Wealth Partners
Massachusetts
$1.18M – – –
VEA
30
Virtus ETF Advisers
New York
$1.14M -$65.6K -10,675 -5%
Fayez Sarofim & Co
31
Fayez Sarofim & Co
Texas
$1.13M -$3.92M -637,759 -78%
MTC
32
McDaniel Terry & Co
Texas
$923K – – –
BOTOTLSJU
33
Board of Trustees of The Leland Stanford Junior University
California
$908K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$895K – – –
CFB
35
Cullen/Frost Bankers
Texas
$875K -$15.1K -2,455 -2%
CHAM
36
Clear Harbor Asset Management
Connecticut
$857K +$857K +139,656 New
RJA
37
Raymond James & Associates
Florida
$786K -$26.8K -4,361 -3%
FCH
38
Freestone Capital Holdings
Washington
$735K +$614K +100,000 +506%
APG
39
Abacus Planning Group
South Carolina
$725K +$30.7K +5,000 +4%
VFP
40
Verus Financial Partners
Virginia
$725K +$725K +118,000 New
MFW
41
Meristem Family Wealth
Minnesota
$652K – – –
EGA
42
Eagle Global Advisors
Texas
$602K – – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$575K +$349K +56,877 +155%
TSA
44
Tri-Star Advisors
Texas
$558K +$96K +15,256 +21%
RCM
45
Requisite Capital Management
Texas
$496K – – –
Stifel Financial
46
Stifel Financial
Missouri
$481K +$26.4K +4,305 +6%
Skandinaviska Enskilda Banken (SEB)
47
Skandinaviska Enskilda Banken (SEB)
Sweden
$443K – – –
HFS
48
Howard Financial Services
Texas
$441K +$9.94K +1,618 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$420K +$257K +41,880 +158%
CDIA
50
Capital Directions Investment Advisors
Georgia
$413K – – –
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