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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
SFG
126
Steward Financial Group
Texas
$32K +$36.4K +3,150 New
CG
127
Cutler Group
California
$20K +$23.1K +2,000 New
RPCONE
128
Retirement Planning Company of New England
Rhode Island
$17K +$19.1K +1,652 New
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$7K +$8.01K +694 New
UB
130
UMB Bank
Missouri
$7K +$8.08K +700 New
SWM
131
Spire Wealth Management
Virginia
$5K – – –
CA
132
CoreCap Advisors
Michigan
$3K +$2.88K +250 New
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
CAL
134
Capital Analysts LLC
Pennsylvania
$1K – – –
BA
135
Bivin & Associates
Oklahoma
$1K +$1.15K +100 New
SFM
136
Signet Financial Management
New Jersey
$1K +$1.49K +129 New
Marshall Wace
137
Marshall Wace
United Kingdom
– -$4.17M -345,634 Closed
BI
138
Bramshill Investments
Florida
– -$1.19M -98,858 Closed
NIM
139
NXG Investment Management
Texas
– -$583K -48,342 Closed
SW
140
SVB Wealth
Massachusetts
– -$412K -34,135 Closed
TF
141
TIAA FSB
Florida
– -$395K -32,746 Closed
Wolverine Trading
142
Wolverine Trading
Illinois
– -$163K -14,103 Closed
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
– -$167K -13,833 Closed
EFS
144
Essex Financial Services
Connecticut
– -$138K -11,480 Closed
CH
145
Canton Hathaway
Rhode Island
– -$33K -2,750 Closed
CCA
146
Catalyst Capital Advisors
New York
– -$9K -752 Closed
HI
147
Harbour Investments
Wisconsin
– -$3K -280 Closed
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.