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Black Stone Minerals

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: 121135 (+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: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$75.1M
EIG
2
EdgePoint Investment Group
Ontario, Canada
$37.4M
Morgan Stanley
3
Morgan Stanley
New York
$32.2M -$212K -18,335 -0.6%
Brown Advisory
4
Brown Advisory
Maryland
$13M +$2.38M +206,335 +20%
PDM
5
Penn Davis McFarland
Texas
$12.4M +$96.9K +8,400 +0.7%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$12M
N
7
Natixis
France
$11.3M +$1.04M +90,000 +9%
MA
8
Mudita Advisors
United Kingdom
$10.4M +$11.6M +1,003,418 New
MG
9
Magnolia Group
Nebraska
$8.38M -$1.67M -144,660 -15%
AA
10
Ancora Advisors
Ohio
$6.96M -$2.31M -199,989 -23%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$6.83M +$3.07M +265,800 +69%
Macquarie Group
12
Macquarie Group
Australia
$6.33M +$5.47M +474,043 +342%
IMA
13
Investment Management Associates
Colorado
$5.96M +$2.8M +242,475 +72%
BP
14
BBR Partners
New York
$5.38M
SA
15
SoftVest Advisors
Texas
$5.21M -$9.78M -847,359 -63%
TAM
16
Tocqueville Asset Management
New York
$5.17M
KCM
17
Kempner Capital Management
Texas
$5.15M +$307K +26,595 +6%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$4.83M +$69.2K +6,000 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.56M +$254K +22,046 +5%
SOAMC
20
Spirit of America Management Corp
New York
$4.36M +$387K +33,500 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.87M
TSA
22
Tri-Star Advisors
Texas
$3.61M
RJA
23
Raymond James & Associates
Florida
$3.21M +$924K +80,075 +35%
Citadel Advisors
24
Citadel Advisors
Florida
$2.94M +$1.74M +150,688 +113%
Wells Fargo
25
Wells Fargo
California
$2.69M +$265K +22,960 +10%

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.