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Black Stone Minerals

80 hedge funds and large institutions have $496M invested in Black Stone Minerals in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

376% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $262K

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

32% more capital invested

Capital invested by funds: $377M → $496M (+$119M)

14% more funds holding

Funds holding: 7080 (+10)

3.65% more ownership

Funds ownership: 21.72%25.37% (+3.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
12
Increased
24
Reduced
14
Closed
1
Calls
$1.25M
Puts
$262K
Net Calls
+$986K
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
51
Meristem Family Wealth
Minnesota
$604K
Barclays
52
Barclays
United Kingdom
$552K +$139K +7,730 +35%
FSA
53
Franklin Street Advisors
North Carolina
$518K
SI
54
Sprott Inc
Ontario, Canada
$517K +$2.16K +120 +0.4%
AA
55
ALPS Advisors
Colorado
$487K -$22.3K -1,240 -5%
VF
56
Virtu Financial
New York
$464K +$451K +25,100 New
CS
57
Credit Suisse
Switzerland
$330K -$93.9K -5,219 -23%
PDM
58
Penn Davis McFarland
Texas
$324K +$315K +17,529 New
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$323K +$315K +17,489 New
TRCT
60
Tower Research Capital (TRC)
New York
$292K +$181K +10,089 +177%
WF
61
Welch & Forbes
Massachusetts
$290K
EGA
62
Eagle Global Advisors
Texas
$284K
SPC
63
Salient Private Client
Texas
$283K
GC
64
Guggenheim Capital
Illinois
$241K -$1.94K -108 -0.8%
SWA
65
SFMG Wealth Advisors
Texas
$220K
RJFSA
66
Raymond James Financial Services Advisors
Florida
$214K +$3.04K +169 +1%
Franklin Resources
67
Franklin Resources
California
$211K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$207K
Ameriprise
69
Ameriprise
Minnesota
$206K
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$148K +$4.01K +223 +3%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110K
US Bancorp
72
US Bancorp
Minnesota
$108K
B
73
Bridgeworth
Alabama
$92K +$89.9K +5,000 New
IA
74
IFP Advisors
Florida
$30K +$28.9K +1,605 New
JWA
75
JFS Wealth Advisors
Pennsylvania
$26K

BSM Hedge Fund Activity: Q2 2018 in Review

80 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2018, worth a combined $496M — up 32% from $377M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSM positions and 1 closed out — a net gain of 11 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Zions Bancorporation, opening a new position worth an estimated $47M. The largest seller was Fidelity Investments, cutting an estimated $12.4M.

  • 80 institutional investors held Black Stone Minerals (BSM) as of Q2 2018, up from 70 in Q1 2018.
  • Funds reported $496M of Black Stone Minerals stock for Q2 2018, up 32% quarter-over-quarter.
  • 12 funds opened new Black Stone Minerals positions in Q2 2018 and 1 closed out, a net change of +11 holders.
  • The largest Black Stone Minerals buyer in Q2 2018 was Zions Bancorporation, an estimated $47M added.
  • The largest Black Stone Minerals seller in Q2 2018 was Fidelity Investments, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2018.