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Black Stone Minerals
BSM

Overview Fund Activity

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.

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

1
MA
1
Mudita Advisors
United Kingdom
$10.4M
2
Macquarie Group
2
Macquarie Group
Australia
$6.33M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.83M
4
IMA
4
Investment Management Associates
Colorado
$5.96M
5
Brown Advisory
5
Brown Advisory
Maryland
$13M

Top Sellers

1
SA
1
SoftVest Advisors
Texas
$5.21M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Citigroup
3
Citigroup
New York
$517K
4
AA
4
Ancora Advisors
Ohio
$6.96M
5
MG
5
Magnolia Group
Nebraska
$8.38M
Name Market Value Shares Shares
Change 		Shares
Change %
WMRU
1
William Marsh Rice University
Texas
$75.1M 7,266,343 – –
EIG
2
EdgePoint Investment Group
Ontario, Canada
$37.4M 3,618,261 – –
Morgan Stanley
3
Morgan Stanley
New York
$32.2M 3,115,945 -18,335 -0.6%
Brown Advisory
4
Brown Advisory
Maryland
$13M 1,262,905 +206,335 +20%
PDM
5
Penn Davis McFarland
Texas
$12.4M 1,198,608 +8,400 +0.7%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$12M 1,163,983 – –
N
7
Natixis
France
$11.3M 1,092,900 +90,000 +9%
MA
8
Mudita Advisors
United Kingdom
$10.4M 1,003,418 +1,003,418 New
MG
9
Magnolia Group
Nebraska
$8.38M 810,767 -144,660 -15%
AA
10
Ancora Advisors
Ohio
$6.96M 673,206 -199,989 -23%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$6.83M 650,800 +265,800 +69%
Macquarie Group
12
Macquarie Group
Australia
$6.33M 612,545 +474,043 +342%
IMA
13
Investment Management Associates
Colorado
$5.96M 577,033 +242,475 +72%
BP
14
BBR Partners
New York
$5.38M 521,080 – –
SA
15
SoftVest Advisors
Texas
$5.21M 504,517 -847,359 -63%
TAM
16
Tocqueville Asset Management
New York
$5.17M 500,000 – –
KCM
17
Kempner Capital Management
Texas
$5.15M 498,616 +26,595 +6%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$4.83M 467,748 +6,000 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.56M 441,267 +22,046 +5%
SOAMC
20
Spirit of America Management Corp
New York
$4.36M 421,749 +33,500 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.87M 374,434 – –
TSA
22
Tri-Star Advisors
Texas
$3.61M 309,409 – –
RJA
23
Raymond James & Associates
Florida
$3.21M 311,125 +80,075 +35%
Citadel Advisors
24
Citadel Advisors
Florida
$2.94M 284,527 +150,688 +113%
Wells Fargo
25
Wells Fargo
California
$2.69M 260,447 +22,960 +10%
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