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Black Stone Minerals
BSM

Overview Fund Activity

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.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
2.13%
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

1
MG
1
Magnolia Group
Nebraska
$11.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.05M
3
TAM
3
Tocqueville Asset Management
New York
$6.03M
4
IMA
4
Investment Management Associates
Colorado
$4.03M
5
MWNA
5
Marshall Wace North America
New York
$1.43M

Top Sellers

1
SA
1
SoftVest Advisors
Texas
$16.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$3.8M
3
ZB
3
Zions Bancorporation
Utah
$3.71M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
RJA
5
Raymond James & Associates
Florida
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$87.6M 7,266,343 – –
EIG
2
EdgePoint Investment Group
Ontario, Canada
$43.6M 3,618,261 – –
Morgan Stanley
3
Morgan Stanley
New York
$37.8M 3,134,280 -23,100 -0.7%
SA
4
SoftVest Advisors
Texas
$16.3M 1,351,876 -158,900 -11%
PDM
5
Penn Davis McFarland
Texas
$14.3M 1,190,208 -1,050 -0.1%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$14M 1,163,983 – –
Brown Advisory
7
Brown Advisory
Maryland
$12.7M 1,056,570 -1,738 -0.2%
N
8
Natixis
France
$12.1M 1,002,900 – –
MG
9
Magnolia Group
Nebraska
$11.5M 955,427 +331,595 +53%
AA
10
Ancora Advisors
Ohio
$10.5M 873,195 +21,066 +2%
BP
11
BBR Partners
New York
$6.28M 521,080 – –
TAM
12
Tocqueville Asset Management
New York
$6.03M 500,000 +180,000 +56%
KCM
13
Kempner Capital Management
Texas
$5.69M 472,021 +1,405 +0.3%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$5.56M 461,748 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.05M 419,221 +238,133 +132%
SOAMC
16
Spirit of America Management Corp
New York
$4.68M 388,249 +4,500 +1%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$4.55M 385,000 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.51M 374,434 – –
HighTower Advisors
19
HighTower Advisors
Illinois
$4.22M 349,509 +27,468 +9%
Marshall Wace
20
Marshall Wace
United Kingdom
$4.17M 345,634 +108,701 +46%
IMA
21
Investment Management Associates
Colorado
$4.03M 334,558 +126,029 +60%
TSA
22
Tri-Star Advisors
Texas
$3.87M 309,409 -5,000 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.8M 315,085 -122,261 -28%
ZB
24
Zions Bancorporation
Utah
$3.71M 307,578 -83,856 -21%
Citigroup
25
Citigroup
New York
$3.62M 300,000 -670 -0.2%
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