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.
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: 70 → 80 (+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: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$47M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
+$22.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.59M |
| 4 |
Renaissance Technologies
New York
|
+$4.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$790K |
| 3 |
EOCM
Energy Opportunities Capital Management
Austin,
Texas
|
-$620K |
| 4 |
JP Morgan Chase
New York
|
-$381K |
| 5 |
Morgan Stanley
New York
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Group One Trading
Chicago,
Illinois
| $18K | -$82.1K | -4,563 | -82% |
|
|
HH
77
HWG Holdings
Houston,
Texas
| $17K | – | – | – |
|
|
AG
78
Advisor Group
Phoenix,
Arizona
| $17K | +$126 | +7 | +0.8% |
|
79
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $13K | +$2.45K | +136 | +25% |
|
80
Citigroup
New York
| $12K | – | – | – |
|
81
Simplex Trading
Chicago,
Illinois
| $12K | +$12.6K | +700 | New |
|
|
HFM
82
Hartford Financial Management
Hartford,
Connecticut
| $10K | +$10.1K | +559 | New |
|
|
CTC
83
Central Trust Company
Jefferson City,
Missouri
| $6K | – | – | – |
|
|
EOCM
84
Energy Opportunities Capital Management
Austin,
Texas
| – | -$620K | -37,451 | Closed |
|
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.