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Black Stone Minerals
BSM

66 hedge funds and large institutions have $341M invested in Black Stone Minerals in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,657% more call options, than puts

Call options by funds: $3.23M | Put options by funds: $117K

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 65 → 66 (+1)

0.11% more ownership

Funds ownership: 21.9% → 22.01% (+0.11%)

4% less capital invested

Capital invested by funds: $353M → $341M (-$12.4M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.65%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
9
Increased
16
Reduced
20
Closed
8
Calls
$3.23M
Puts
$117K
Net Calls
+$3.11M
Net Calls Change
+$383K

Top Buyers

Rank Fund Capital Flow
1
ECM
Evergreen Capital Management
Washington
+$8.99M
2
Goldman Sachs
Goldman Sachs
New York
+$8.86M
3
EIG
EdgePoint Investment Group
Ontario, Canada
+$3.5M
4
HT
HighTower Trust
Texas
+$2.59M
5
HK
Horizon Kinetics
New York
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$15.2M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$5.79M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$2.43M
4
SG Americas Securities
SG Americas Securities
New York
-$1.54M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
26
Lee Financial
Texas
$2.15M – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.06M – – –
FCH
28
Freestone Capital Holdings
Washington
$1.74M +$702K +43,209 +64%
CFB
29
Cullen/Frost Bankers
Texas
$1.65M -$117K -7,221 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.34M +$1.38M +85,200 New
TAM
31
Tocqueville Asset Management
New York
$1.27M – – –
KCM
32
Kempner Capital Management
Texas
$1.15M +$81.2K +5,000 +7%
MTC
33
McDaniel Terry & Co
Texas
$1.12M – – –
RJA
34
Raymond James & Associates
Florida
$1.09M -$49.4K -3,042 -4%
BOTOTLSJU
35
Board of Trustees of The Leland Stanford Junior University
California
$1.01M – – –
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$961K – – –
EOCM
37
Energy Opportunities Capital Management
Texas
$920K -$23.1K -1,424 -2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$879K -$97.4K -6,000 -10%
Stifel Financial
39
Stifel Financial
Missouri
$878K – – –
SG Americas Securities
40
SG Americas Securities
New York
$847K -$1.54M -94,934 -64%
CC
41
Cannell Capital
Wyoming
$825K +$252K +15,503 +42%
UBS Group
42
UBS Group
Switzerland
$823K -$96.1K -5,916 -10%
MFW
43
Meristem Family Wealth
Minnesota
$514K – – –
SCM
44
Sterling Capital Management
North Carolina
$482K -$17.9K -1,100 -3%
FSA
45
Franklin Street Advisors
North Carolina
$441K – – –
PWP
46
Private Wealth Partners
California
$394K +$406K +25,000 New
GXMC
47
Global X Management Company
New York
$378K -$52.2K -3,217 -12%
AllianceBernstein
48
AllianceBernstein
Tennessee
$291K +$16.8K +1,034 +6%
CS
49
Credit Suisse
Switzerland
$290K -$31.1K -1,914 -9%
EGA
50
Eagle Global Advisors
Texas
$242K -$186K -11,462 -43%
1
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BSM Hedge Fund Activity: Q2 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2017, worth a combined $341M — down 3.5% from $353M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSM positions and 8 closed out — a net gain of 1 holder — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $8.99M. The largest seller was Barclays, cutting an estimated $15.2M.

  • 66 institutional investors held Black Stone Minerals (BSM) as of Q2 2017, up from 65 in Q1 2017.
  • Funds reported $341M of Black Stone Minerals stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 9 funds opened new Black Stone Minerals positions in Q2 2017 and 8 closed out, a net change of +1 holder.
  • The largest Black Stone Minerals buyer in Q2 2017 was Evergreen Capital Management, an estimated $8.99M added.
  • The largest Black Stone Minerals seller in Q2 2017 was Barclays, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2017.