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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.

New
Increased
Maintained
Reduced
Closed

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: 7080 (+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: 76 (-1)

Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
12
Increased
24
Reduced
14
Closed
1
Calls
$1.25M
Puts
$262K
Net Calls
+$986K
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CGI
1
CI Global Investments
California
$105M +$22.8M +1,267,046 +29%
WMRU
2
William Marsh Rice University
Texas
$77.8M
ZB
3
Zions Bancorporation
Utah
$48.3M +$47M +2,613,685 New
Goldman Sachs
4
Goldman Sachs
New York
$34.3M +$1.2M +66,574 +4%
Morgan Stanley
5
Morgan Stanley
New York
$33.1M -$289K -16,045 -0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$20.7M -$12.4M -688,784 -38%
NU
7
Northwestern University
Illinois
$20.1M
EIG
8
EdgePoint Investment Group
Ontario, Canada
$15.6M
Brown Advisory
9
Brown Advisory
Maryland
$11.1M
ECM
10
Evergreen Capital Management
Washington
$11.1M -$111K -6,175 -1%
BP
11
BBR Partners
New York
$10M +$378K +21,000 +4%
Deutsche Bank
12
Deutsche Bank
Germany
$8.53M +$6.59M +366,210 +385%
HK
13
Horizon Kinetics
New York
$8.4M +$72K +4,000 +0.9%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$6.18M
Renaissance Technologies
15
Renaissance Technologies
New York
$5.26M +$4.76M +264,628 +1,315%
GC
16
Gruss & Co
Florida
$5.04M
UBS Group
17
UBS Group
Switzerland
$4.93M +$3.81M +211,561 +383%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.51M -$237K -13,198 -5%
HT
19
HighTower Trust
Texas
$4.02M
GW
20
GW & Wade
Massachusetts
$3.65M
RWP
21
RWA Wealth Partners
Massachusetts
$3.56M +$1.41M +78,489 +69%
YCM
22
Yost Capital Management
Texas
$3.5M +$144K +8,000 +4%
VanEck Associates
23
VanEck Associates
New York
$3.3M +$315K +17,497 +11%
DI
24
DUMAC Inc
North Carolina
$2.62M
LF
25
Lee Financial
Texas
$2.58M

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.