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Black Stone Minerals
BSM

72 hedge funds and large institutions have $432M invested in Black Stone Minerals in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,002% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $303K

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

14% more funds holding

Funds holding: 63 → 72 (+9)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more capital invested

Capital invested by funds: $400M → $432M (+$31.7M)

0.35% more ownership

Funds ownership: 22.58% → 22.93% (+0.35%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
1.63%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
14
Increased
13
Reduced
16
Closed
5
Calls
$6.37M
Puts
$303K
Net Calls
+$6.07M
Net Calls Change
+$4.31M

Top Buyers

Rank Fund Capital Flow
1
CGI
CI Global Investments
California
+$20.7M
2
SI
Sentry Investments
Ontario, Canada
+$8.44M
3
DI
DUMAC Inc
North Carolina
+$3.11M
4
Goldman Sachs
Goldman Sachs
New York
+$2.85M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
HC
Hawkins Capital
Texas
-$7.46M
2
Morgan Stanley
Morgan Stanley
New York
-$6.16M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$2.83M
4
GC
Guggenheim Capital
Illinois
-$2.47M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$2.31M -$809K -45,928 -26%
VanEck Associates
27
VanEck Associates
New York
$2.25M -$201K -11,437 -8%
FCH
28
Freestone Capital Holdings
Washington
$1.98M – – –
Deutsche Bank
29
Deutsche Bank
Germany
$1.94M +$1.91M +108,218 New
CFB
30
Cullen/Frost Bankers
Texas
$1.88M – – –
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.62M +$93.8K +5,327 +6%
GCP
32
GSA Capital Partners
United Kingdom
$1.52M -$1.05M -59,374 -41%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$1.33M +$229K +13,000 +21%
KCM
34
Kempner Capital Management
Texas
$1.31M – – –
MTC
35
McDaniel Terry & Co
Texas
$1.27M – – –
RJA
36
Raymond James & Associates
Florida
$1.16M -$90.1K -5,116 -7%
BOTOTLSJU
37
Board of Trustees of The Leland Stanford Junior University
California
$1.15M – – –
UBS Group
38
UBS Group
Switzerland
$1.07M +$41.9K +2,381 +4%
Stifel Financial
39
Stifel Financial
Missouri
$1.01M – – –
CC
40
Cannell Capital
Wyoming
$940K – – –
EOCM
41
Energy Opportunities Capital Management
Texas
$700K -$108K -6,116 -14%
SCM
42
Sterling Capital Management
North Carolina
$640K +$16K +907 +3%
MFW
43
Meristem Family Wealth
Minnesota
$586K – – –
FSA
44
Franklin Street Advisors
North Carolina
$502K – – –
Wells Fargo
45
Wells Fargo
California
$497K +$396K +22,501 +432%
AA
46
ALPS Advisors
Colorado
$494K – – –
Barclays
47
Barclays
United Kingdom
$460K -$140K -7,978 -24%
PWP
48
Private Wealth Partners
California
$448K – – –
MWNA
49
Marshall Wace North America
New York
$388K +$380K +21,607 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$375K -$341K -19,374 -48%
1
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BSM Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2017, worth a combined $432M — up 7.9% from $400M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSM positions and 5 closed out — a net gain of 9 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was CI Global Investments, adding an estimated $20.7M. The largest seller was Hawkins Capital, cutting an estimated $7.46M.

  • 72 institutional investors held Black Stone Minerals (BSM) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $432M of Black Stone Minerals stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 14 funds opened new Black Stone Minerals positions in Q4 2017 and 5 closed out, a net change of +9 holders.
  • The largest Black Stone Minerals buyer in Q4 2017 was CI Global Investments, an estimated $20.7M added.
  • The largest Black Stone Minerals seller in Q4 2017 was Hawkins Capital, an estimated $7.46M sold.

Based on aggregated 13F filings for Q4 2017.