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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
OBGC
51
O'Brien Greene & Co
Pennsylvania
$826K +$254K +22,000 +38%
HFS
52
Howard Financial Services
Texas
$816K +$19.2K +1,665 +2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$788K +$489K +42,375 +125%
USGIU
54
U.S. Global Investors (USGI)
Texas
$723K – – –
FCH
55
Freestone Capital Holdings
Washington
$721K -$577K -50,000 -42%
CFB
56
Cullen/Frost Bankers
Texas
$712K +$29.9K +2,595 +4%
MC
57
Moors & Cabot
Massachusetts
$706K +$30K +2,600 +4%
CDIA
58
Capital Directions Investment Advisors
Georgia
$695K – – –
WF
59
Welch & Forbes
Massachusetts
$610K – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$589K -$8.15K -706 -1%
CHAM
61
Clear Harbor Asset Management
Connecticut
$581K -$18.1K -1,568 -3%
Citigroup
62
Citigroup
New York
$517K -$2.88M -249,905 -83%
AIA
63
Avalon Investment & Advisory
Texas
$499K – – –
PWPCM
64
Perella Weinberg Partners Capital Management
New York
$498K -$7.52K -652 -58%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$480K – – –
Jane Street
66
Jane Street
New York
$439K +$54.3K +4,707 +12%
Bank of America
67
Bank of America
North Carolina
$432K -$11.7K -1,010 -2%
AC
68
Aristides Capital
Kentucky
$431K – – –
JF
69
Jump Financial
Illinois
$430K -$77K -6,673 -14%
RCM
70
Regency Capital Management
Hawaii
$382K +$46.2K +4,000 +12%
VF
71
Virtu Financial
New York
$372K +$415K +35,964 New
ECM
72
Evergreen Capital Management
Washington
$368K – – –
IC
73
Intersect Capital
California
$349K -$71.4K -6,184 -15%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$338K – – –
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$338K -$84.1K -7,284 -18%
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.