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Black Stone Minerals

92 hedge funds and large institutions have $739M invested in Black Stone Minerals in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

31% more capital invested

Capital invested by funds: $563M → $739M (+$177M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14.22% more ownership

Funds ownership: 29.17%43.39% (+14%)

14% more funds holding

Funds holding: 8192 (+11)

86% less call options, than puts

Call options by funds: $568K | Put options by funds: $4.03M

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
14
Increased
44
Reduced
11
Closed
3
Calls
$568K
Puts
$4.03M
Net Calls
-$3.46M
Net Calls Change
-$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$146M +$26.6M +1,559,128 +20%
WMRU
2
William Marsh Rice University
Texas
$113M +$52.2M +3,061,173 +73%
ZB
3
Zions Bancorporation
Utah
$93.2M +$58.2M +3,413,272 +131%
TCS
4
Texas Children's
Texas
$72.7M +$41.3M +2,421,347 +107%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$42.9M +$16.2M +950,151 +52%
NU
6
Northwestern University
Illinois
$38.9M +$24.2M +1,422,450 +131%
Goldman Sachs
7
Goldman Sachs
New York
$26.5M +$2.17M +127,416 +8%
Brown Advisory
8
Brown Advisory
Maryland
$26.3M +$10.7M +625,685 +58%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$21.9M +$5.52M +323,936 +30%
JHU
10
Johns Hopkins University
Maryland
$14.6M +$9.1M +533,998 +131%
Morgan Stanley
11
Morgan Stanley
New York
$10.1M +$2.07M +121,276 +23%
BP
12
BBR Partners
New York
$8.17M
JP Morgan Chase
13
JP Morgan Chase
New York
$6.71M +$6.46M +378,824 +628%
Fayez Sarofim & Co
14
Fayez Sarofim & Co
Texas
$6.32M +$1.26M +73,703 +22%
ECM
15
Evergreen Capital Management
Washington
$5.97M -$2.26M -132,370 -26%
SOAMC
16
Spirit of America Management Corp
New York
$5.92M +$6.51M +381,608 New
Deutsche Bank
17
Deutsche Bank
Germany
$5.01M +$2.25M +132,069 +69%
LF
18
Lee Financial
Texas
$4.96M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.87M +$3.11M +182,407 +138%
HKAM
20
Horizon Kinetics Asset Management
New York
$4.72M -$277K -16,258 -5%
First Trust Advisors
21
First Trust Advisors
Illinois
$4.46M +$423K +24,815 +9%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.05M +$1.82M +106,742 +69%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.92M +$1.53M +89,725 +55%
GC
24
Gruss & Co
Florida
$3.76M -$2.06M -121,098 -33%
HT
25
HighTower Trust
Texas
$3.68M +$1.16M +68,157 +40%

BSM Hedge Fund Activity: Q2 2019 in Review

92 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q2 2019, worth a combined $739M — up 31% from $563M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSM positions and 3 closed out — a net gain of 11 holders — while 44 added to existing stakes and 11 trimmed.

The largest buyer was Zions Bancorporation, adding an estimated $58.2M. The largest seller was CIBC Private Wealth Group, cutting an estimated $13.7M.

  • 92 institutional investors held Black Stone Minerals (BSM) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $739M of Black Stone Minerals stock for Q2 2019, up 31% quarter-over-quarter.
  • 14 funds opened new Black Stone Minerals positions in Q2 2019 and 3 closed out, a net change of +11 holders.
  • The largest Black Stone Minerals buyer in Q2 2019 was Zions Bancorporation, an estimated $58.2M added.
  • The largest Black Stone Minerals seller in Q2 2019 was CIBC Private Wealth Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.