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Black Stone Minerals

71 hedge funds and large institutions have $385M invested in Black Stone Minerals in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

961% more call options, than puts

Call options by funds: $4.59M | Put options by funds: $433K

35% more capital invested

Capital invested by funds: $286M → $385M (+$99.1M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

4.52% more ownership

Funds ownership: 16.74%21.26% (+4.5%)

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
12
Increased
20
Reduced
15
Closed
9
Calls
$4.59M
Puts
$433K
Net Calls
+$4.16M
Net Calls Change
+$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
WMRU
1
William Marsh Rice University
Texas
$79M +$77M +4,205,170 New
ZB
2
Zions Bancorporation
Utah
$49.4M -$320K -17,483 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$37.8M +$6.76M +368,940 +22%
Barclays
4
Barclays
United Kingdom
$31.8M +$30.2M +1,646,966 +3,688%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$30.6M -$3.02M -165,000 -9%
NU
6
Northwestern University
Illinois
$20.4M
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$15.3M
Brown Advisory
8
Brown Advisory
Maryland
$13M +$9.04M +493,647 +252%
Goldman Sachs
9
Goldman Sachs
New York
$12.1M +$2.36M +128,876 +25%
BP
10
BBR Partners
New York
$9.79M
HC
11
Hawkins Capital
Texas
$9.63M -$91.6K -5,000 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$6.77M +$598K +32,666 +10%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$6.28M
GC
14
Gruss & Co
Florida
$5.3M +$641K +35,000 +14%
VanEck Associates
15
VanEck Associates
New York
$4.89M -$76.8K -4,195 -2%
LCM
16
Lucas Capital Management
New Jersey
$3.93M +$866K +47,262 +29%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.52M -$24.4K -1,331 -0.7%
GCP
18
GSA Capital Partners
United Kingdom
$2.95M +$278K +15,177 +11%
SG Americas Securities
19
SG Americas Securities
New York
$2.81M +$103K +5,607 +4%
COPPSERS
20
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.76M +$1.75M +95,477 +185%
LF
21
Lee Financial
Texas
$2.6M
GC
22
Guggenheim Capital
Illinois
$2.59M +$2.53M +138,090 New
YCM
23
Yost Capital Management
Texas
$2.56M +$161K +8,810 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.46M
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.87M +$978K +53,375 +115%

BSM Hedge Fund Activity: Q4 2016 in Review

71 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2016, worth a combined $385M — up 35% from $286M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSM positions and 9 closed out — a net gain of 3 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Barclays, adding an estimated $30.2M. The largest seller was ING Group, exiting entirely with an estimated $29.4M sold.

  • 71 institutional investors held Black Stone Minerals (BSM) as of Q4 2016, up from 70 in Q3 2016.
  • Funds reported $385M of Black Stone Minerals stock for Q4 2016, up 35% quarter-over-quarter.
  • 12 funds opened new Black Stone Minerals positions in Q4 2016 and 9 closed out, a net change of +3 holders.
  • The largest Black Stone Minerals buyer in Q4 2016 was Barclays, an estimated $30.2M added.
  • The largest Black Stone Minerals seller in Q4 2016 was ING Group, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2016.