Black Stone Minerals
41 hedge funds and large institutions have $260M invested in Black Stone Minerals in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more funds holding
Funds holding: 36 → 41 (+5)
0.89% less ownership
Funds ownership: 20.5% → 19.61% (-0.89%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
23% less capital invested
Capital invested by funds: $339M → $260M (-$79.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fayez Sarofim & Co
Houston,
Texas
|
+$5.06M |
| 2 |
Morgan Stanley
New York
|
+$3.19M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.55M |
| 4 |
OA
Omega Advisors
New York
|
+$1.51M |
| 5 |
YCM
Yost Capital Management
Houston,
Texas
|
+$880K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$4.69M |
| 2 |
SG Americas Securities
New York
|
-$4.38M |
| 3 |
Barclays
London,
United Kingdom
|
-$3.27M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.18M |
| 5 |
Goldman Sachs
New York
|
-$3.17M |
BSM Hedge Fund Activity: Q3 2015 in Review
41 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2015, worth a combined $260M — down 23% from $339M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BSM positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Fayez Sarofim & Co, opening a new position worth an estimated $5.06M. The largest seller was Brown Advisory, cutting an estimated $4.69M.
- 41 institutional investors held Black Stone Minerals (BSM) as of Q3 2015, up from 36 in Q2 2015.
- Funds reported $260M of Black Stone Minerals stock for Q3 2015, down 23% quarter-over-quarter.
- 8 funds opened new Black Stone Minerals positions in Q3 2015 and 3 closed out, a net change of +5 holders.
- The largest Black Stone Minerals buyer in Q3 2015 was Fayez Sarofim & Co, an estimated $5.06M added.
- The largest Black Stone Minerals seller in Q3 2015 was Brown Advisory, an estimated $4.69M sold.
Based on aggregated 13F filings for Q3 2015.