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Black Stone Minerals
BSM

70 hedge funds and large institutions have $286M invested in Black Stone Minerals in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.13M

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $241M → $286M (+$44.9M)

8% more funds holding

Funds holding: 65 → 70 (+5)

0.65% more ownership

Funds ownership: 16.09% → 16.74% (+0.65%)

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
15
Increased
21
Reduced
17
Closed
9
Calls
$2.37M
Puts
$1.13M
Net Calls
+$1.24M
Net Calls Change
-$407K

Top Buyers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
+$26.8M
2
Morgan Stanley
Morgan Stanley
New York
+$9.56M
3
First Trust Advisors
First Trust Advisors
Illinois
+$5.36M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.76M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.6M
2
SC
Sculptor Capital
New York
-$9.48M
3
Bank of America
Bank of America
North Carolina
-$6.48M
4
Invesco
Invesco
Georgia
-$1.85M
5
HHAM
HITE Hedge Asset Management
Massachusetts
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.4M +$276K +16,884 +27%
EA
27
Emerald Acquisition
Washington
$1.35M +$1.24M +75,935 New
MTC
28
McDaniel Terry & Co
Texas
$1.26M – – –
FCH
29
Freestone Capital Holdings
Washington
$1.19M +$1.1M +67,000 New
BOTOTLSJU
30
Board of Trustees of The Leland Stanford Junior University
California
$1.14M – – –
EOCM
31
Energy Opportunities Capital Management
Texas
$1.09M +$999K +61,079 New
HT
32
HighTower Trust
Texas
$1.04M +$4.5K +275 +0.5%
COPPSERS
33
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$920K – – –
Allianz Asset Management
34
Allianz Asset Management
Germany
$826K +$758K +46,375 New
Barclays
35
Barclays
United Kingdom
$795K +$218K +13,337 +43%
CCM
36
Cupps Capital Management
Illinois
$761K +$699K +42,735 New
Wells Fargo
37
Wells Fargo
California
$760K +$695K +42,470 +21,129%
TAM
38
Tocqueville Asset Management
New York
$639K – – –
Stifel Financial
39
Stifel Financial
Missouri
$600K -$164K -10,000 -23%
MFW
40
Meristem Family Wealth
Minnesota
$581K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$538K -$82.1K -5,020 -14%
CFB
42
Cullen/Frost Bankers
Texas
$531K +$132K +8,059 +37%
FSA
43
Franklin Street Advisors
North Carolina
$499K – – –
SCM
44
Sterling Capital Management
North Carolina
$495K -$157K -9,600 -26%
EGA
45
Eagle Global Advisors
Texas
$477K -$73.6K -4,500 -14%
GXMC
46
Global X Management Company
New York
$413K +$27.3K +1,670 +8%
KCM
47
Kempner Capital Management
Texas
$312K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$276K -$50.3K -3,074 -17%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$267K -$189K -11,567 -44%
Verition Fund Management
50
Verition Fund Management
Connecticut
$267K -$189K -11,567 -44%
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BSM Hedge Fund Activity: Q3 2016 in Review

70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2016, worth a combined $286M — up 19% from $241M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSM positions and 9 closed out — a net gain of 6 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was ING Group, opening a new position worth an estimated $26.8M. The largest seller was Fidelity Investments, cutting an estimated $21.6M.

  • 70 institutional investors held Black Stone Minerals (BSM) as of Q3 2016, up from 65 in Q2 2016.
  • Funds reported $286M of Black Stone Minerals stock for Q3 2016, up 19% quarter-over-quarter.
  • 15 funds opened new Black Stone Minerals positions in Q3 2016 and 9 closed out, a net change of +6 holders.
  • The largest Black Stone Minerals buyer in Q3 2016 was ING Group, an estimated $26.8M added.
  • The largest Black Stone Minerals seller in Q3 2016 was Fidelity Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q3 2016.