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Black Stone Minerals
BSM

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: 106 → 121 (+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: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
+$3.52M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.53M
3
TAM
Tocqueville Asset Management
New York
+$1.91M
4
IMA
Investment Management Associates
Colorado
+$1.34M
5
MWNA
Marshall Wace North America
New York
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
SA
SoftVest Advisors
Texas
-$1.68M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.3M
3
ZB
Zions Bancorporation
Utah
-$889K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$745K
5
RJA
Raymond James & Associates
Florida
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
101
Wolverine Trading
Illinois
$166K -$75.6K -7,132 -34%
HF
102
Halpern Financial
Virginia
$157K -$5.3K -500 -4%
US Bancorp
103
US Bancorp
Minnesota
$156K – – –
AC
104
Annandale Capital
Texas
$153K – – –
ACA
105
Ascension Capital Advisors
Texas
$147K – – –
PHS
106
Pekin Hardy Strauss
Illinois
$145K +$127K +12,000 New
Franklin Resources
107
Franklin Resources
California
$138K – – –
EFS
108
Essex Financial Services
Connecticut
$138K +$122K +11,480 New
LW
109
Linscomb Wealth
Texas
$133K – – –
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$131K -$256K -24,109 -69%
AWE
111
Avidian Wealth Enterprises
Texas
$124K +$1.47K +139 +1%
CCC
112
Crescent Capital Consulting
Louisiana
$72K – – –
OIA
113
Optimum Investment Advisors
Illinois
$48K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$43K -$2.02K -191 -5%
ME
115
McIlrath & Eck
Washington
$40K +$35K +3,300 New
CH
116
Canton Hathaway
Rhode Island
$33K +$29.2K +2,750 New
GWM
117
Geneos Wealth Management
Colorado
$33K +$29.7K +2,800 New
CCA
118
Catalyst Capital Advisors
New York
$9K +$7.97K +752 New
SWM
119
Spire Wealth Management
Virginia
$6K – – –
HI
120
Harbour Investments
Wisconsin
$3K – – –
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$2.12K +200 New
CAL
122
Capital Analysts LLC
Pennsylvania
$1K +$530 +50 New
California Public Employees Retirement System
123
California Public Employees Retirement System
California
– -$745K -69,289 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
– -$371K -34,501 Closed
ASN
125
Advisory Services Network
Georgia
– -$104K -9,700 Closed
1 2 3 4
5

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.