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Black Stone Minerals

81 hedge funds and large institutions have $563M invested in Black Stone Minerals in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $561K

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

14% more capital invested

Capital invested by funds: $492M → $563M (+$71M)

0.03% more ownership

Funds ownership: 29.14%29.17% (+0.03%)

6% less funds holding

Funds holding: 8681 (-5)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
22
Reduced
18
Closed
9
Calls
$1.44M
Puts
$561K
Net Calls
+$875K
Net Calls Change
+$544K
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$138M +$1.34M +77,773 +1%
WMRU
2
William Marsh Rice University
Texas
$74.2M
ZB
3
Zions Bancorporation
Utah
$45.9M
TCS
4
Texas Children's
Texas
$40M
EIG
5
EdgePoint Investment Group
Ontario, Canada
$32.1M
Goldman Sachs
6
Goldman Sachs
New York
$27.9M +$4.07M +236,993 +18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$19.3M -$211K -12,300 -1%
NU
8
Northwestern University
Illinois
$19.2M
Brown Advisory
9
Brown Advisory
Maryland
$18.9M +$8.28M +482,045 +82%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$17.9M -$2.03M -118,414 -10%
BP
11
BBR Partners
New York
$9.3M
Morgan Stanley
12
Morgan Stanley
New York
$9.3M -$1.83M -106,647 -17%
ECM
13
Evergreen Capital Management
Washington
$9.13M -$133K -7,725 -1%
JHU
14
Johns Hopkins University
Maryland
$7.19M
GC
15
Gruss & Co
Florida
$6.41M +$1.72K +100 +0%
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$5.9M
HKAM
17
Horizon Kinetics Asset Management
New York
$5.66M +$5.51M +320,663 New
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.25M +$14.3K +835 +0.3%
First Trust Advisors
19
First Trust Advisors
Illinois
$4.64M +$432K +25,159 +11%
GW
20
GW & Wade
Massachusetts
$3.48M
RWP
21
RWA Wealth Partners
Massachusetts
$3.38M
Deutsche Bank
22
Deutsche Bank
Germany
$3.37M +$1.61M +94,039 +97%
MGAM
23
McGowan Group Asset Management
Texas
$2.99M -$9.94K -579 -0.3%
HT
24
HighTower Trust
Texas
$2.99M +$36.1K +2,100 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.88M +$208K +12,100 +8%

BSM Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q1 2019, worth a combined $563M — up 14% from $492M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BSM and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Brown Advisory, adding an estimated $8.28M. The largest seller was CIBC Private Wealth Group, cutting an estimated $2.03M.

  • 81 institutional investors held Black Stone Minerals (BSM) as of Q1 2019, down from 86 in Q4 2018.
  • Funds reported $563M of Black Stone Minerals stock for Q1 2019, up 14% quarter-over-quarter.
  • 7 funds opened new Black Stone Minerals positions in Q1 2019 and 9 closed out, a net change of -2 holders.
  • The largest Black Stone Minerals buyer in Q1 2019 was Brown Advisory, an estimated $8.28M added.
  • The largest Black Stone Minerals seller in Q1 2019 was CIBC Private Wealth Group, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2019.