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Black Stone Minerals

81 hedge funds and large institutions have $563M invested in Black Stone Minerals in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $561K

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

14% more capital invested

Capital invested by funds: $492M → $563M (+$71M)

0.03% more ownership

Funds ownership: 29.14%29.17% (+0.03%)

6% less funds holding

Funds holding: 8681 (-5)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
22
Reduced
18
Closed
9
Calls
$1.44M
Puts
$561K
Net Calls
+$875K
Net Calls Change
+$544K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.73M +$987K +57,500 +59%
KCM
27
Kempner Capital Management
Texas
$2.71M +$29.2K +1,700 +1%
LF
28
Lee Financial
Texas
$2.69M
PWP
29
Private Wealth Partners
California
$2.67M +$394K +22,950 +18%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.33M
Rafferty Asset Management
31
Rafferty Asset Management
New York
$2.08M +$53.2K +3,098 +3%
VanEck Associates
32
VanEck Associates
New York
$2.05M -$626K -36,473 -24%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$2.04M -$158K -9,180 -7%
CFB
34
Cullen/Frost Bankers
Texas
$1.85M
UBS Group
35
UBS Group
Switzerland
$1.73M -$1.86M -108,223 -53%
Wells Fargo
36
Wells Fargo
California
$1.63M -$4.43K -258 -0.3%
RJA
37
Raymond James & Associates
Florida
$1.62M +$62.9K +3,664 +4%
GCP
38
GSA Capital Partners
United Kingdom
$1.3M +$78.7K +4,585 +7%
MTC
39
McDaniel Terry & Co
Texas
$1.25M
Stifel Financial
40
Stifel Financial
Missouri
$1.25M +$51.5K +3,000 +4%
Bank of America
41
Bank of America
North Carolina
$1.24M -$28.7K -1,670 -2%
BOTOTLSJU
42
Board of Trustees of The Leland Stanford Junior University
California
$1.13M
WF
43
Welch & Forbes
Massachusetts
$1.11M -$84.8K -4,938 -7%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.06M -$141K -8,202 -12%
N
45
Natixis
France
$1.01M +$797K +46,400 +422%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$935K -$189K -11,000 -17%
CC
47
Cannell Capital
Wyoming
$924K
HFS
48
Howard Financial Services
Texas
$875K +$17K +992 +2%
APG
49
Abacus Planning Group
South Carolina
$847K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$805K -$111K -6,473 -12%

BSM Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2019, worth a combined $563M — up 14% from $492M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BSM and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Brown Advisory, adding an estimated $8.28M. The largest seller was CIBC Private Wealth Group, cutting an estimated $2.03M.

  • 81 institutional investors held Black Stone Minerals (BSM) as of Q1 2019, down from 86 in Q4 2018.
  • Funds reported $563M of Black Stone Minerals stock for Q1 2019, up 14% quarter-over-quarter.
  • 7 funds opened new Black Stone Minerals positions in Q1 2019 and 9 closed out, a net change of -2 holders.
  • The largest Black Stone Minerals buyer in Q1 2019 was Brown Advisory, an estimated $8.28M added.
  • The largest Black Stone Minerals seller in Q1 2019 was CIBC Private Wealth Group, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2019.