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Black Stone Minerals

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: 106121 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
51
Perella Weinberg Partners Capital Management
New York
$1.01M +$11.9K +1,123 New
HFS
52
Howard Financial Services
Texas
$932K +$15.8K +1,489 +2%
PI
53
PEAK6 Investments
Illinois
$889K +$782K +73,751 New
USGIU
54
U.S. Global Investors (USGI)
Texas
$844K +$371K +35,000 +100%
CDIA
55
Capital Directions Investment Advisors
Georgia
$811K
CFB
56
Cullen/Frost Bankers
Texas
$800K +$99.7K +9,405 +17%
MC
57
Moors & Cabot
Massachusetts
$789K +$285K +26,850 +69%
WF
58
Welch & Forbes
Massachusetts
$710K
OBGC
59
O'Brien Greene & Co
Pennsylvania
$699K +$191K +18,000 +45%
CHAM
60
Clear Harbor Asset Management
Connecticut
$697K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$696K
OP
62
Osmium Partners
California
$596K
NIM
63
NXG Investment Management
Texas
$583K +$513K +48,342 New
AIA
64
Avalon Investment & Advisory
Texas
$582K
JF
65
Jump Financial
Illinois
$582K +$17.5K +1,654 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$560K -$29.1K -2,749 -6%
Bank of America
67
Bank of America
North Carolina
$516K +$128K +12,089 +39%
AC
68
Aristides Capital
Kentucky
$503K -$132K -12,481 -23%
IC
69
Intersect Capital
California
$482K +$424K +40,000 New
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$482K +$424K +40,000 New
Jane Street
71
Jane Street
New York
$456K +$260K +24,544 +185%
ECM
72
Evergreen Capital Management
Washington
$430K +$378K +35,650 New
Goldman Sachs
73
Goldman Sachs
New York
$428K +$217K +20,498 +137%
SW
74
SVB Wealth
Massachusetts
$412K +$32K +3,015 +10%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$407K -$15.9K -1,500 -4%

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.