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Black Stone Minerals

100 hedge funds and large institutions have $698M invested in Black Stone Minerals in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

159% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 17

9% more funds holding

Funds holding: 92100 (+8)

6% less capital invested

Capital invested by funds: $739M → $698M (-$41.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19.56% less ownership

Funds ownership: 43.39%23.84% (-20%)

93% less call options, than puts

Call options by funds: $478K | Put options by funds: $6.56M

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
2.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
11
Increased
44
Reduced
17
Closed
3
Calls
$478K
Puts
$6.56M
Net Calls
-$6.09M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$134M +$289K +19,721 +0.2%
WMRU
2
William Marsh Rice University
Texas
$103M
ZB
3
Zions Bancorporation
Utah
$83.9M -$1.75M -119,315 -2%
TCS
4
Texas Children's
Texas
$56.1M -$11M -749,536 -16%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$39.4M
NU
6
Northwestern University
Illinois
$35.7M
Goldman Sachs
7
Goldman Sachs
New York
$26.6M +$2.26M +153,916 +9%
Brown Advisory
8
Brown Advisory
Maryland
$25.7M +$1.52M +103,868 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$20M -$122K -8,330 -0.6%
JHU
10
Johns Hopkins University
Maryland
$13.4M
Morgan Stanley
11
Morgan Stanley
New York
$11.3M +$2.14M +146,171 +23%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$11M +$5.3M +361,647 +89%
BP
13
BBR Partners
New York
$7.42M -$88K -6,000 -1%
N
14
Natixis
France
$6.55M +$5.91M +402,900 +702%
SOAMC
15
Spirit of America Management Corp
New York
$6.47M +$1.06M +72,491 +19%
First Trust Advisors
16
First Trust Advisors
Illinois
$6.06M +$2.02M +137,378 +48%
ECM
17
Evergreen Capital Management
Washington
$5.45M -$39.2K -2,675 -0.7%
LF
18
Lee Financial
Texas
$5.2M +$5.35M +364,788 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.47M
HKAM
20
Horizon Kinetics Asset Management
New York
$4.45M +$117K +7,951 +3%
KCM
21
Kempner Capital Management
Texas
$4.02M +$660K +45,000 +19%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.94M -$2.38M -162,116 -37%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.9M +$315K +21,504 +9%
HT
24
HighTower Trust
Texas
$3.77M +$399K +27,172 +11%
CFB
25
Cullen/Frost Bankers
Texas
$3.53M +$241K +16,462 +7%

BSM Hedge Fund Activity: Q3 2019 in Review

100 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q3 2019, worth a combined $698M — down 5.6% from $739M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSM positions and 3 closed out — a net gain of 8 holders — while 44 added to existing stakes and 17 trimmed.

The largest buyer was Natixis, adding an estimated $5.91M. The largest seller was Texas Children's, cutting an estimated $11M.

  • 100 institutional investors held Black Stone Minerals (BSM) as of Q3 2019, up from 92 in Q2 2019.
  • Funds reported $698M of Black Stone Minerals stock for Q3 2019, down 5.6% quarter-over-quarter.
  • 11 funds opened new Black Stone Minerals positions in Q3 2019 and 3 closed out, a net change of +8 holders.
  • The largest Black Stone Minerals buyer in Q3 2019 was Natixis, an estimated $5.91M added.
  • The largest Black Stone Minerals seller in Q3 2019 was Texas Children's, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2019.