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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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$697K +$679K +39,538 New
RCM
52
Requisite Capital Management
Texas
$677K
SCM
53
Sterling Capital Management
North Carolina
$630K
MFW
54
Meristem Family Wealth
Minnesota
$576K
FSA
55
Franklin Street Advisors
North Carolina
$494K
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$464K +$158K +9,200 +54%
OC
57
Oppenheimer & Co
New York
$441K
AA
58
ALPS Advisors
Colorado
$411K +$400K +23,319 New
TWM
59
Tolleson Wealth Management
Texas
$361K
Barclays
60
Barclays
United Kingdom
$328K -$428K -24,912 -57%
PDM
61
Penn Davis McFarland
Texas
$309K
EGA
62
Eagle Global Advisors
Texas
$271K
CS
63
Credit Suisse
Switzerland
$244K -$20.9K -1,217 -8%
SWA
64
SFMG Wealth Advisors
Texas
$210K
Franklin Resources
65
Franklin Resources
California
$201K
Citadel Advisors
66
Citadel Advisors
Florida
$198K -$634K -36,922 -77%
Ameriprise
67
Ameriprise
Minnesota
$195K
GC
68
Guggenheim Capital
Illinois
$195K +$190K +11,060 New
Simplex Trading
69
Simplex Trading
Illinois
$119K +$16.1K +938 +16%
US Bancorp
70
US Bancorp
Minnesota
$104K
LWCFA
71
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K +$68.7K +4,000 New
AG
72
Advisor Group
Arizona
$47K +$155 +9 +0.3%
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
$41K -$79.4K -4,622 -66%
JWA
74
JFS Wealth Advisors
Pennsylvania
$25K
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$18K

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.