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Black Stone Minerals
BSM

121 hedge funds and large institutions have $397M invested in Black Stone Minerals in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

388% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $2.56M

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

14% more funds holding

Funds holding: 106 → 121 (+15)

1% more capital invested

Capital invested by funds: $394M → $397M (+$2.93M)

1.91% less ownership

Funds ownership: 17.66% → 15.75% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
20
Increased
32
Reduced
25
Closed
3
Calls
$12.5M
Puts
$2.56M
Net Calls
+$9.91M
Net Calls Change
+$2.29M

Top Buyers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
+$3.52M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.53M
3
TAM
Tocqueville Asset Management
New York
+$1.91M
4
IMA
Investment Management Associates
Colorado
+$1.34M
5
MWNA
Marshall Wace North America
New York
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
SA
SoftVest Advisors
Texas
-$1.68M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.3M
3
ZB
Zions Bancorporation
Utah
-$889K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$745K
5
RJA
Raymond James & Associates
Florida
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
26
HighTower Trust
Texas
$3.07M – – –
Wells Fargo
27
Wells Fargo
California
$2.86M -$538K -50,730 -18%
RJA
28
Raymond James & Associates
Florida
$2.78M -$577K -54,419 -19%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$2.62M – – –
HKAM
30
Horizon Kinetics Asset Management
New York
$2.49M -$46.1K -4,350 -2%
HIGP
31
Hill Investment Group Partners
Missouri
$2.14M – – –
Invesco
32
Invesco
Georgia
$2.07M -$60.9K -5,742 -3%
RWP
33
RWA Wealth Partners
Massachusetts
$1.89M – – –
MTC
34
McDaniel Terry & Co
Texas
$1.81M – – –
BOTOTLSJU
35
Board of Trustees of The Leland Stanford Junior University
California
$1.78M – – –
Macquarie Group
36
Macquarie Group
Australia
$1.67M +$79.7K +7,517 +6%
Citadel Advisors
37
Citadel Advisors
Florida
$1.61M +$784K +73,943 +123%
FCH
38
Freestone Capital Holdings
Washington
$1.44M – – –
MWNA
39
Marshall Wace North America
New York
$1.43M +$1.26M +118,693 New
GCP
40
GSA Capital Partners
United Kingdom
$1.35M -$529K -49,887 -31%
MFW
41
Meristem Family Wealth
Minnesota
$1.28M – – –
GC
42
Gruss & Co
Florida
$1.27M -$391K -36,900 -26%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.24M +$134K +12,653 +14%
MAA
44
Mraz Amerine & Associates
California
$1.23M +$799K +75,348 +284%
BI
45
Bramshill Investments
Florida
$1.19M +$71.2K +6,713 +7%
FM
46
Family Management
New York
$1.13M – – –
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.09M -$10.1K -950 -1%
Stifel Financial
48
Stifel Financial
Missouri
$1.07M – – –
EGA
49
Eagle Global Advisors
Texas
$1.07M +$106K +10,000 +13%
RCM
50
Requisite Capital Management
Texas
$1.03M +$50.8K +4,789 +6%
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BSM Hedge Fund Activity: Q3 2021 in Review

121 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2021, worth a combined $397M — up 0.74% from $394M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSM positions and 3 closed out — a net gain of 17 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Magnolia Group, adding an estimated $3.52M. The largest seller was SoftVest Advisors, cutting an estimated $1.68M.

  • 121 institutional investors held Black Stone Minerals (BSM) as of Q3 2021, up from 106 in Q2 2021.
  • Funds reported $397M of Black Stone Minerals stock for Q3 2021, up 0.74% quarter-over-quarter.
  • 20 funds opened new Black Stone Minerals positions in Q3 2021 and 3 closed out, a net change of +17 holders.
  • The largest Black Stone Minerals buyer in Q3 2021 was Magnolia Group, an estimated $3.52M added.
  • The largest Black Stone Minerals seller in Q3 2021 was SoftVest Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2021.