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Black Stone Minerals

101 hedge funds and large institutions have $664M invested in Black Stone Minerals in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.52% more ownership

Funds ownership: 23.84%25.36% (+1.5%)

1% more funds holding

Funds holding: 100101 (+1)

5% less capital invested

Capital invested by funds: $698M → $664M (-$34.3M)

89% less call options, than puts

Call options by funds: $439K | Put options by funds: $4.07M

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.99%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
16
Increased
33
Reduced
24
Closed
13
Calls
$439K
Puts
$4.07M
Net Calls
-$3.63M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$2.97M -$1.89M -148,535 -39%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.94M -$584K -45,844 -17%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$2.73M
Skandinaviska Enskilda Banken (SEB)
29
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.68M +$2.18M +171,200 +437%
GW
30
GW & Wade
Massachusetts
$2.51M
Invesco
31
Invesco
Georgia
$2.45M +$2.45M +192,712 New
RWP
32
RWA Wealth Partners
Massachusetts
$2.44M
IG
33
ING Group
Netherlands
$2.42M +$2.42M +190,300 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.41M +$47K +3,687 +2%
MGAM
35
McGowan Group Asset Management
Texas
$2.13M -$7.96K -625 -0.4%
Rafferty Asset Management
36
Rafferty Asset Management
New York
$2.08M +$199K +15,587 +11%
PWP
37
Private Wealth Partners
California
$1.95M -$31.8K -2,500 -2%
HKAM
38
Horizon Kinetics Asset Management
New York
$1.95M -$2.03M -159,151 -51%
MTC
39
McDaniel Terry & Co
Texas
$1.91M -$637K -50,000 -25%
NIM
40
NXG Investment Management
Texas
$1.91M +$382K +30,000 +25%
BOTOTLSJU
41
Board of Trustees of The Leland Stanford Junior University
California
$1.88M
RJA
42
Raymond James & Associates
Florida
$1.61M +$285K +22,356 +22%
UBS Group
43
UBS Group
Switzerland
$1.58M +$444K +34,869 +39%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$1.58M +$904K +71,000 +134%
Stifel Financial
45
Stifel Financial
Missouri
$1.48M +$84K +6,594 +6%
EGA
46
Eagle Global Advisors
Texas
$1.13M +$25.5K +2,000 +2%
RCM
47
Requisite Capital Management
Texas
$1.13M
MFW
48
Meristem Family Wealth
Minnesota
$1.06M
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.04M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.01M -$657K -51,586 -39%

BSM Hedge Fund Activity: Q4 2019 in Review

101 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2019, worth a combined $664M — down 4.9% from $698M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSM positions and 13 closed out — a net gain of 3 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Texas Children's, cutting an estimated $16.8M.

  • 101 institutional investors held Black Stone Minerals (BSM) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $664M of Black Stone Minerals stock for Q4 2019, down 4.9% quarter-over-quarter.
  • 16 funds opened new Black Stone Minerals positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Black Stone Minerals buyer in Q4 2019 was Morgan Stanley, an estimated $21.8M added.
  • The largest Black Stone Minerals seller in Q4 2019 was Texas Children's, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2019.