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United States Lime & Minerals

58 hedge funds and large institutions have $62.7M invested in United States Lime & Minerals in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $56.6M → $62.7M (+$6.05M)

2% more funds holding

Funds holding: 5758 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
23
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$340K +$29.1K +2,500 +9%
BIM
27
BlackRock Investment Management
Delaware
$318K +$30.8K +2,645 +11%
BCM
28
Bridgeway Capital Management
Texas
$311K
Two Sigma Advisers
29
Two Sigma Advisers
New York
$286K +$285K +24,420 New
PP
30
PDT Partners
New York
$280K +$51.5K +4,420 +23%
GMIM
31
General Motors Investment Management
New York
$265K
Charles Schwab
32
Charles Schwab
California
$259K +$11.3K +970 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$208K +$50.4K +4,325 +32%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$206K +$7.81K +670 +4%
VKH
35
Virtu KCG Holdings
New York
$205K +$204K +17,535 New
TA
36
Teachers Advisors
New York
$204K -$991 -85 -0.5%
AllianceBernstein
37
AllianceBernstein
Tennessee
$170K -$277K -23,740 -62%
Ameriprise
38
Ameriprise
Minnesota
$130K +$21.3K +1,825 +20%
AIG
39
American International Group
New York
$76.4K +$6.24K +535 +9%
Swiss National Bank
40
Swiss National Bank
Switzerland
$64K
Barclays
41
Barclays
United Kingdom
$61K -$78.2K -6,710 -56%
RA
42
Royce & Associates
New York
$53K +$11.7K +1,000 +29%
BA
43
BlackRock Advisors
Delaware
$52K +$1.92K +165 +4%
TRCT
44
Tower Research Capital (TRC)
New York
$44K +$17.4K +1,490 +66%
U
45
UBS
Switzerland
$37K +$37.1K +3,180 New
Bank of America
46
Bank of America
North Carolina
$35K -$75.7K -6,495 -69%
HNB
47
Huntington National Bank
Ohio
$35K -$46.6K -4,000 -57%
Citigroup
48
Citigroup
New York
$31K -$1.86K -160 -6%
PAM
49
Panagora Asset Management
Massachusetts
$28K -$6.82K -585 -20%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$13K +$5.83K +500 +88%

USLM Hedge Fund Activity: Q3 2013 in Review

58 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2013, worth a combined $62.7M — up 11% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USLM positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $4.7M. The largest seller was NSB Advisors, cutting an estimated $5.3M.

  • 58 institutional investors held United States Lime & Minerals (USLM) as of Q3 2013, up from 57 in Q2 2013.
  • Funds reported $62.7M of United States Lime & Minerals stock for Q3 2013, up 11% quarter-over-quarter.
  • 8 funds opened new United States Lime & Minerals positions in Q3 2013 and 7 closed out, a net change of +1 holder.
  • The largest United States Lime & Minerals buyer in Q3 2013 was Epoch Investment Partners, an estimated $4.7M added.
  • The largest United States Lime & Minerals seller in Q3 2013 was NSB Advisors, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2013.