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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
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K – – –
OP
102
Osmium Partners
California
$153K -$400K -34,670 -70%
Osaic Holdings
103
Osaic Holdings
Arizona
$150K -$6.75K -585 -4%
US Bancorp
104
US Bancorp
Minnesota
$133K – – –
UBS Group
105
UBS Group
Switzerland
$131K -$110K -9,496 -43%
AC
106
Annandale Capital
Texas
$131K – – –
HF
107
Halpern Financial
Virginia
$129K -$5.77K -500 -4%
ACA
108
Ascension Capital Advisors
Texas
$127K +$1.15K +100 +0.8%
PHS
109
Pekin Hardy Strauss
Illinois
$124K – – –
IMPI
110
Ilmarinen Mutual Pension Insurance
Finland
$122K +$137K +11,848 New
Franklin Resources
111
Franklin Resources
California
$118K – – –
LW
112
Linscomb Wealth
Texas
$114K – – –
RFC
113
Regions Financial Corp
Alabama
$109K +$122K +10,563 New
AWE
114
Avidian Wealth Enterprises
Texas
$108K +$1.4K +121 +1%
CIBC Asset Management
115
CIBC Asset Management
Ontario, Canada
$108K +$120K +10,432 New
ASN
116
Advisory Services Network
Georgia
$104K +$117K +10,100 New
GWMI
117
Guardian Wealth Management (Illinois)
Illinois
$102K +$114K +9,919 New
SOW
118
State of Wyoming
Wyoming
$100K +$112K +9,674 New
CCM
119
Chilton Capital Management
Texas
$71K +$79.7K +6,904 New
CCC
120
Crescent Capital Consulting
Louisiana
$62K – – –
Russell Investments Group
121
Russell Investments Group
United Kingdom
$54K – – –
OIA
122
Optimum Investment Advisors
Illinois
$41K – – –
BHWM
123
Beaird Harris Wealth Management
Texas
$39K +$43.8K +3,793 New
GWM
124
Geneos Wealth Management
Colorado
$37K +$9.23K +800 +29%
ME
125
McIlrath & Eck
Washington
$34K – – –
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.