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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
AA
76
ALPS Advisors
Colorado
$293K -$12.8K -1,003 -4%
OR
77
Olympiad Research
Connecticut
$279K +$280K +21,951 New
TWM
78
Tolleson Wealth Management
Texas
$260K
Truist Financial
79
Truist Financial
North Carolina
$227K +$227K +17,851 New
PDM
80
Penn Davis McFarland
Texas
$223K
HF
81
Halpern Financial
Virginia
$212K +$213K +16,699 New
MAA
82
Mraz Amerine & Associates
California
$193K +$194K +15,200 New
LWCFA
83
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K
DT
84
Diversified Trust
Tennessee
$185K +$5.41K +425 +3%
GCP
85
GSA Capital Partners
United Kingdom
$172K -$152K -11,918 -47%
US Bancorp
86
US Bancorp
Minnesota
$165K +$90.5K +7,103 +121%
SWA
87
SFMG Wealth Advisors
Texas
$152K
Franklin Resources
88
Franklin Resources
California
$145K
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$137K +$138K +10,800 New
Russell Investments Group
90
Russell Investments Group
United Kingdom
$105K
Acadian Asset Management
91
Acadian Asset Management
Massachusetts
$105K +$105K +8,221 New
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$74K +$61.1K +4,800 +480%
AG
93
Advisor Group
Arizona
$45K -$3.6K -283 -7%
AP
94
Americana Partners
Texas
$38K +$38.2K +3,000 New
LWA
95
Lenox Wealth Advisors
New York
$32K
JWA
96
JFS Wealth Advisors
Pennsylvania
$18K
ASN
97
Advisory Services Network
Georgia
$11K +$11.2K +877 New
Citigroup
98
Citigroup
New York
$9K
HFM
99
Hartford Financial Management
Connecticut
$8K +$242 +19 +3%
HH
100
HWG Holdings
Texas
$6K -$5.73K -450 -50%

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.