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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
BC
76
Bartlett & Co
Ohio
$338K – – –
Simplex Trading
77
Simplex Trading
Illinois
$337K +$378K +32,716 New
PI
78
PEAK6 Investments
Illinois
$336K -$476K -41,269 -56%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$315K – – –
Acadian Asset Management
80
Acadian Asset Management
Massachusetts
$298K +$208K +18,053 +165%
Barclays
81
Barclays
United Kingdom
$297K -$12.6K -1,092 -4%
FSA
82
Franklin Street Advisors
North Carolina
$289K – – –
LPL Financial
83
LPL Financial
California
$231K +$16.9K +1,464 +7%
DA
84
Doliver Advisors
Texas
$228K +$9.71K +841 +5%
BEAM
85
Baker Ellis Asset Management
Washington
$227K – – –
William Blair & Company
86
William Blair & Company
Illinois
$218K +$28.9K +2,500 +13%
BA
87
Bristlecone Advisors
Washington
$217K +$242K +20,993 New
AP
88
Americana Partners
Texas
$215K – – –
CBN
89
Cadence Bank NA
Texas
$214K – – –
CS
90
Credit Suisse
Switzerland
$213K -$3.12K -270 -1%
APG
91
Abacus Planning Group
South Carolina
$207K -$115K -10,000 -33%
BF
92
BOK Financial
Oklahoma
$207K +$231K +20,000 New
TC
93
Titleist Capital
Texas
$207K +$231K +20,000 New
TRCT
94
Tower Research Capital (TRC)
New York
$206K +$189K +16,403 +458%
Truist Financial
95
Truist Financial
North Carolina
$184K – – –
HF
96
HRT Financial
New York
$179K +$201K +17,388 New
IWP
97
Icon Wealth Partners
Texas
$174K – – –
DT
98
Diversified Trust
Tennessee
$173K – – –
SWA
99
SFMG Wealth Advisors
Texas
$172K – – –
LF
100
Lee Financial
Texas
$155K – – –
2 3
4
5 6

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.