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Black Stone Minerals
BSM

105 hedge funds and large institutions have $245M invested in Black Stone Minerals in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $941K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

11% more funds holding

Funds holding: 95 → 105 (+10)

3.32% less ownership

Funds ownership: 21.02% → 17.7% (-3.3%)

8% less capital invested

Capital invested by funds: $267M → $245M (-$22M)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
105
Holders Change
+10
Holders Change %
+10.53%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
25
Increased
23
Reduced
29
Closed
14
Calls
$2.24M
Puts
$941K
Net Calls
+$1.29M
Net Calls Change
+$2.72M

Top Buyers

Rank Fund Capital Flow
1
SA
SoftVest Advisors
Texas
+$6.57M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.39M
3
AA
Ancora Advisors
Ohio
+$2.87M
4
TSA
Tri-Star Advisors
Texas
+$1.53M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$15.5M
2
NU
Northwestern University
Illinois
-$15.4M
3
ZB
Zions Bancorporation
Utah
-$6.08M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.25M
5
Morgan Stanley
Morgan Stanley
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
76
Tolleson Wealth Management
Texas
$137K – – –
KAS
77
Kestra Advisory Services
Texas
$136K +$137K +20,198 New
BEAM
78
Baker Ellis Asset Management
Washington
$134K +$33.8K +5,000 +33%
Truist Financial
79
Truist Financial
North Carolina
$119K – – –
PDM
80
Penn Davis McFarland
Texas
$117K – – –
William Blair & Company
81
William Blair & Company
Illinois
$116K +$118K +17,433 New
IWP
82
Icon Wealth Partners
Texas
$113K – – –
HF
83
Halpern Financial
Virginia
$112K – – –
SWA
84
SFMG Wealth Advisors
Texas
$111K – – –
DT
85
Diversified Trust
Tennessee
$106K +$2.22K +328 +2%
MAA
86
Mraz Amerine & Associates
California
$102K – – –
LF
87
Lee Financial
Texas
$100K -$2.92M -431,473 -97%
LWCFA
88
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K – – –
Osaic Holdings
89
Osaic Holdings
Arizona
$88K +$25.9K +3,835 +41%
US Bancorp
90
US Bancorp
Minnesota
$87K – – –
Acadian Asset Management
91
Acadian Asset Management
Massachusetts
$85K +$23.2K +3,435 +37%
ACA
92
Ascension Capital Advisors
Texas
$81K -$142K -20,998 -63%
AAM
93
Ascension Asset Management
New York
$81K +$82.4K +12,186 New
Franklin Resources
94
Franklin Resources
California
$76K – – –
UBS Group
95
UBS Group
Switzerland
$75K -$163K -24,054 -68%
AC
96
Annandale Capital
Texas
$74K +$75.1K +11,100 New
LW
97
Linscomb Wealth
Texas
$73K – – –
CCC
98
Crescent Capital Consulting
Louisiana
$40K +$40.6K +6,000 New
Simplex Trading
99
Simplex Trading
Illinois
$38K -$94.2K -13,936 -71%
Group One Trading
100
Group One Trading
Illinois
$26K +$26K +3,842 New
1 2 3
4
5

BSM Hedge Fund Activity: Q4 2020 in Review

105 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2020, worth a combined $245M — down 8.2% from $267M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSM positions and 14 closed out — a net gain of 11 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was SoftVest Advisors, adding an estimated $6.57M. The largest seller was CI Investments Inc, exiting entirely with an estimated $15.5M sold.

  • 105 institutional investors held Black Stone Minerals (BSM) as of Q4 2020, up from 95 in Q3 2020.
  • Funds reported $245M of Black Stone Minerals stock for Q4 2020, down 8.2% quarter-over-quarter.
  • 25 funds opened new Black Stone Minerals positions in Q4 2020 and 14 closed out, a net change of +11 holders.
  • The largest Black Stone Minerals buyer in Q4 2020 was SoftVest Advisors, an estimated $6.57M added.
  • The largest Black Stone Minerals seller in Q4 2020 was CI Investments Inc, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2020.