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Black Stone Minerals
BSM

50 hedge funds and large institutions have $272M invested in Black Stone Minerals in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

22% more funds holding

Funds holding: 41 → 50 (+9)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

4% more capital invested

Capital invested by funds: $260M → $272M (+$11.7M)

0.02% less ownership

Funds ownership: 19.61% → 19.6% (-0.02%)

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
13
Reduced
12
Closed
8
Calls
$632K
Puts
–
Net Calls
+$632K
Net Calls Change
+$334K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$18.2M
2
Bank of America
Bank of America
North Carolina
+$9.99M
3
HC
Hawkins Capital
Texas
+$5.93M
4
BP
BBR Partners
New York
+$4.46M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
SC
Sculptor Capital
New York
-$15.2M
2
Goldman Sachs
Goldman Sachs
New York
-$9.79M
3
OA
Omega Advisors
New York
-$6.9M
4
GL
GLG LLC
New York
-$6.88M
5
SG Americas Securities
SG Americas Securities
New York
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$560K -$358K -24,828 -38%
Northern Trust
27
Northern Trust
Illinois
$491K +$490K +33,993 New
OAM
28
Oxford Asset Management
United Kingdom
$488K +$498K +34,493 New
EGA
29
Eagle Global Advisors
Texas
$480K -$144K -10,000 -23%
MFW
30
Meristem Family Wealth
Minnesota
$435K – – –
QI
31
Quotient Investors
New York
$380K +$102K +7,100 +37%
AC
32
Avenir Corporation
Virginia
$352K +$352K +24,417 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$316K +$316K +21,875 New
State Street
34
State Street
Massachusetts
$294K +$294K +20,405 New
CA
35
Callahan Advisors
Texas
$268K +$268K +18,590 New
CFB
36
Cullen/Frost Bankers
Texas
$263K +$93.9K +6,508 +55%
DT
37
Diversified Trust
Tennessee
$260K +$260K +18,013 New
KCM
38
Kempner Capital Management
Texas
$251K +$50.5K +3,500 +25%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$212K +$2.05K +142 +1%
CIBC Asset Management
40
CIBC Asset Management
Ontario, Canada
$198K – – –
Jane Street
41
Jane Street
New York
$163K +$163K +11,330 New
GLA
42
Great Lakes Advisors
Illinois
$144K – – –
CG
43
Cutler Group
California
$105K +$105K +7,305 New
US Bancorp
44
US Bancorp
Minnesota
$92K +$14.4K +1,000 +18%
MFS
45
MSI Financial Services
Massachusetts
$14K – – –
Wells Fargo
46
Wells Fargo
California
$6K +$14 +1 +0.3%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$4K +$3.61K +250 New
WA
48
WFG Advisors
Texas
$1K +$29 +2 +2%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13 – – –
OA
50
Omega Advisors
New York
– -$6.9M -500,000 Closed
1
2
3

BSM Hedge Fund Activity: Q4 2015 in Review

50 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2015, worth a combined $272M — up 4.5% from $260M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSM positions and 8 closed out — a net gain of 9 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.2M. The largest seller was Sculptor Capital, cutting an estimated $15.2M.

  • 50 institutional investors held Black Stone Minerals (BSM) as of Q4 2015, up from 41 in Q3 2015.
  • Funds reported $272M of Black Stone Minerals stock for Q4 2015, up 4.5% quarter-over-quarter.
  • 17 funds opened new Black Stone Minerals positions in Q4 2015 and 8 closed out, a net change of +9 holders.
  • The largest Black Stone Minerals buyer in Q4 2015 was JP Morgan Chase, an estimated $18.2M added.
  • The largest Black Stone Minerals seller in Q4 2015 was Sculptor Capital, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2015.