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Black Stone Minerals

101 hedge funds and large institutions have $664M invested in Black Stone Minerals in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.52% more ownership

Funds ownership: 23.84%25.36% (+1.5%)

1% more funds holding

Funds holding: 100101 (+1)

5% less capital invested

Capital invested by funds: $698M → $664M (-$34.3M)

89% less call options, than puts

Call options by funds: $439K | Put options by funds: $4.07M

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.99%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
16
Increased
33
Reduced
24
Closed
13
Calls
$439K
Puts
$4.07M
Net Calls
-$3.63M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$107M -$12.5M -980,436 -10%
WMRU
2
William Marsh Rice University
Texas
$92.4M
MC
3
Mayo Clinic
Minnesota
$72.5M +$72.6M +5,697,748 New
ZB
4
Zions Bancorporation
Utah
$63.5M -$11.5M -900,771 -15%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$35.4M
TCS
6
Texas Children's
Texas
$33.4M -$16.8M -1,316,900 -33%
NU
7
Northwestern University
Illinois
$31.9M
Morgan Stanley
8
Morgan Stanley
New York
$31.9M +$21.8M +1,709,567 +215%
Brown Advisory
9
Brown Advisory
Maryland
$22.7M -$219K -17,204 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.5M +$639K +50,153 +4%
Goldman Sachs
11
Goldman Sachs
New York
$13M -$10.8M -844,224 -45%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$9.79M
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$8.56M +$5.81M +456,400 +211%
First Trust Advisors
14
First Trust Advisors
Illinois
$7.3M +$1.89M +148,300 +35%
BP
15
BBR Partners
New York
$6.63M
SOAMC
16
Spirit of America Management Corp
New York
$5.29M -$491K -38,570 -8%
LF
17
Lee Financial
Texas
$5.15M +$511K +40,109 +11%
GC
18
Gruss & Co
Florida
$4.98M +$3.05M +239,300 +157%
KCM
19
Kempner Capital Management
Texas
$4.87M +$1.28M +100,590 +36%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4M
HighTower Advisors
21
HighTower Advisors
Illinois
$3.52M +$28.7K +2,255 +0.8%
HT
22
HighTower Trust
Texas
$3.38M +$12.2K +961 +0.4%
VEA
23
Virtus ETF Advisers
New York
$3.21M +$894K +70,221 +39%
CFB
24
Cullen/Frost Bankers
Texas
$3.12M -$29.1K -2,284 -0.9%
CS
25
Credit Suisse
Switzerland
$3.12M +$207K +16,247 +7%

BSM Hedge Fund Activity: Q4 2019 in Review

101 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Black Stone Minerals (BSM) for Q4 2019, worth a combined $664M — down 4.9% from $698M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSM positions and 13 closed out — a net gain of 3 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.8M. The largest seller was Texas Children's, cutting an estimated $16.8M.

  • 101 institutional investors held Black Stone Minerals (BSM) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $664M of Black Stone Minerals stock for Q4 2019, down 4.9% quarter-over-quarter.
  • 16 funds opened new Black Stone Minerals positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Black Stone Minerals buyer in Q4 2019 was Morgan Stanley, an estimated $21.8M added.
  • The largest Black Stone Minerals seller in Q4 2019 was Texas Children's, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2019.