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Black Stone Minerals
BSM

86 hedge funds and large institutions have $492M invested in Black Stone Minerals in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

52% more call options, than puts

Call options by funds: $969K | Put options by funds: $638K

13% more funds holding

Funds holding: 76 → 86 (+10)

1.65% more ownership

Funds ownership: 27.49% → 29.14% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

8% less capital invested

Capital invested by funds: $534M → $492M (-$42.2M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.92%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
18
Increased
19
Reduced
25
Closed
7
Calls
$969K
Puts
$638K
Net Calls
+$331K
Net Calls Change
+$242K

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$131M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$16.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.55M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$2.29M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18.2M
2
Goldman Sachs
Goldman Sachs
New York
-$8.74M
3
Deutsche Bank
Deutsche Bank
Germany
-$6.48M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.24M
5
YCM
Yost Capital Management
Texas
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$746K +$252K +14,878 +45%
APG
52
Abacus Planning Group
South Carolina
$743K +$812K +48,000 New
Barclays
53
Barclays
United Kingdom
$674K +$300K +17,760 +69%
RCM
54
Requisite Capital Management
Texas
$594K +$649K +38,402 New
REFI
55
Requisite Energy Fund I
Texas
$594K +$649K +38,402 New
YCM
56
Yost Capital Management
Texas
$576K -$2.86M -169,273 -82%
SCM
57
Sterling Capital Management
North Carolina
$553K – – –
MFW
58
Meristem Family Wealth
Minnesota
$505K – – –
KACA
59
Kayne Anderson Capital Advisors
California
$468K +$512K +30,300 New
HSBC Holdings
60
HSBC Holdings
United Kingdom
$448K +$489K +28,940 New
FSA
61
Franklin Street Advisors
North Carolina
$433K – – –
OC
62
Oppenheimer & Co
New York
$387K +$423K +25,000 New
TWM
63
Tolleson Wealth Management
Texas
$317K +$346K +20,479 New
PDM
64
Penn Davis McFarland
Texas
$271K – – –
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$265K -$3.38K -200 -1%
EGA
66
Eagle Global Advisors
Texas
$237K – – –
CS
67
Credit Suisse
Switzerland
$233K +$28.2K +1,670 +13%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$204K +$20.3K +1,200 +10%
SWA
69
SFMG Wealth Advisors
Texas
$184K – – –
Jane Street
70
Jane Street
New York
$183K +$200K +11,813 New
Franklin Resources
71
Franklin Resources
California
$177K – – –
Ameriprise
72
Ameriprise
Minnesota
$171K -$1.01K -60 -0.5%
N
73
Natixis
France
$170K +$186K +11,000 New
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$108K -$17K -1,005 -13%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$96K +$105K +6,200 New
1 2
3
4

BSM Hedge Fund Activity: Q4 2018 in Review

86 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2018, worth a combined $492M — down 7.9% from $534M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSM positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.

  • 86 institutional investors held Black Stone Minerals (BSM) as of Q4 2018, up from 76 in Q3 2018.
  • Funds reported $492M of Black Stone Minerals stock for Q4 2018, down 7.9% quarter-over-quarter.
  • 18 funds opened new Black Stone Minerals positions in Q4 2018 and 7 closed out, a net change of +11 holders.
  • The largest Black Stone Minerals buyer in Q4 2018 was CI Investments Inc, an estimated $131M added.
  • The largest Black Stone Minerals seller in Q4 2018 was Morgan Stanley, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2018.