We are live on ! Find out more
BSM icon

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
RCM
76
Regency Capital Management
Hawaii
$398K +$350K +33,000 New
BC
77
Bartlett & Co
Ohio
$395K
TF
78
TIAA FSB
Florida
$395K
BCWM
79
Bartlett & Co Wealth Management
Ohio
$395K
CIBC World Market
80
CIBC World Market
Ontario, Canada
$368K
APG
81
Abacus Planning Group
South Carolina
$362K
Barclays
82
Barclays
United Kingdom
$359K -$37.2K -3,505 -11%
FSA
83
Franklin Street Advisors
North Carolina
$337K
BEAM
84
Baker Ellis Asset Management
Washington
$270K +$21.2K +2,000 +10%
UBS Group
85
UBS Group
Switzerland
$268K +$126K +11,909 +116%
CS
86
Credit Suisse
Switzerland
$252K -$68.2K -6,436 -24%
LPL Financial
87
LPL Financial
California
$252K +$221K +20,876 New
AP
88
Americana Partners
Texas
$251K +$221K +20,850 New
CBN
89
Cadence Bank NA
Texas
$249K +$219K +20,671 New
William Blair & Company
90
William Blair & Company
Illinois
$225K +$12.7K +1,200 +7%
DA
91
Doliver Advisors
Texas
$218K +$192K +18,083 New
Truist Financial
92
Truist Financial
North Carolina
$215K
IWP
93
Icon Wealth Partners
Texas
$203K
Russell Investments Group
94
Russell Investments Group
United Kingdom
$203K
DT
95
Diversified Trust
Tennessee
$202K +$4.11K +388 +2%
SWA
96
SFMG Wealth Advisors
Texas
$200K
Osaic Holdings
97
Osaic Holdings
Arizona
$183K +$26.1K +2,460 +19%
LF
98
Lee Financial
Texas
$181K
LWCFA
99
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$167K -$447K -42,191 -75%

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.