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Black Stone Minerals
BSM

135 hedge funds and large institutions have $349M invested in Black Stone Minerals in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

12% more funds holding

Funds holding: 121 → 135 (+14)

10% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $4.09M

0.36% more ownership

Funds ownership: 15.75% → 16.12% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

12% less capital invested

Capital invested by funds: $397M → $349M (-$48.8M)

Holders
135
Holders Change
+14
Holders Change %
+11.57%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
33
Reduced
28
Closed
11
Calls
$4.5M
Puts
$4.09M
Net Calls
+$405K
Net Calls Change
-$9.51M

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$5.47M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.07M
3
IMA
Investment Management Associates
Colorado
+$2.8M
4
Brown Advisory
Brown Advisory
Maryland
+$2.38M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
SA
SoftVest Advisors
Texas
-$9.78M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.17M
3
Citigroup
Citigroup
New York
-$2.88M
4
AA
Ancora Advisors
Ohio
-$2.31M
5
MG
Magnolia Group
Nebraska
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
26
HighTower Trust
Texas
$2.63M – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$2.59M -$1.14M -98,594 -28%
ZB
28
Zions Bancorporation
Utah
$2.31M -$968K -83,856 -27%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.26M -$1.11M -95,905 -30%
HKAM
30
Horizon Kinetics Asset Management
New York
$2.02M -$127K -11,037 -5%
HIGP
31
Hill Investment Group Partners
Missouri
$1.83M – – –
Invesco
32
Invesco
Georgia
$1.75M -$27.7K -2,403 -1%
RWP
33
RWA Wealth Partners
Massachusetts
$1.62M – – –
MTC
34
McDaniel Terry & Co
Texas
$1.55M – – –
BOTOTLSJU
35
Board of Trustees of The Leland Stanford Junior University
California
$1.53M – – –
DCM
36
Difesa Capital Management
New York
$1.52M +$1.7M +146,900 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.46M +$1.63M +141,149 New
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.41M -$935K -81,000 -37%
MAA
39
Mraz Amerine & Associates
California
$1.3M +$277K +24,024 +24%
GC
40
Gruss & Co
Florida
$1.25M +$177K +15,352 +15%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.23M +$192K +16,680 +16%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.22M +$1.36M +118,190 New
MFW
43
Meristem Family Wealth
Minnesota
$1.1M – – –
GCP
44
GSA Capital Partners
United Kingdom
$1.08M -$91K -7,890 -7%
FM
45
Family Management
New York
$969K – – –
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$947K – – –
Stifel Financial
47
Stifel Financial
Missouri
$931K +$11.5K +1,000 +1%
EGA
48
Eagle Global Advisors
Texas
$921K – – –
Goldman Sachs
49
Goldman Sachs
New York
$909K +$605K +52,454 +148%
RCM
50
Requisite Capital Management
Texas
$883K – – –
1
2
3 4 5

BSM Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2021, worth a combined $349M — down 12% from $397M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSM positions and 11 closed out — a net gain of 15 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Macquarie Group, adding an estimated $5.47M. The largest seller was SoftVest Advisors, cutting an estimated $9.78M.

  • 135 institutional investors held Black Stone Minerals (BSM) as of Q4 2021, up from 121 in Q3 2021.
  • Funds reported $349M of Black Stone Minerals stock for Q4 2021, down 12% quarter-over-quarter.
  • 26 funds opened new Black Stone Minerals positions in Q4 2021 and 11 closed out, a net change of +15 holders.
  • The largest Black Stone Minerals buyer in Q4 2021 was Macquarie Group, an estimated $5.47M added.
  • The largest Black Stone Minerals seller in Q4 2021 was SoftVest Advisors, an estimated $9.78M sold.

Based on aggregated 13F filings for Q4 2021.