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United States Lime & Minerals
USLM

59 hedge funds and large institutions have $84.4M invested in United States Lime & Minerals in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $72.5M → $84.4M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 63 → 59 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
23
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$4.13M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$680K
3
RCM
Rutabaga Capital Management
Massachusetts
+$357K
4
BFA
BlackRock Fund Advisors
California
+$306K
5
Renaissance Technologies
Renaissance Technologies
New York
+$295K

Top Sellers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
-$1.64M
2
BCM
Bridgeway Capital Management
Texas
-$313K
3
Morgan Stanley
Morgan Stanley
New York
-$275K
4
Millennium Management
Millennium Management
New York
-$248K
5
EM
Emancipation Management
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$325K +$8.59K +680 +3%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$290K -$31.6K -2,500 -10%
Axa
28
Axa
France
$284K -$12.6K -1,000 -4%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$275K – – –
SCP
30
Seizert Capital Partners
Michigan
$274K +$263K +20,790 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$240K +$3.16K +250 +1%
TA
32
Teachers Advisors
New York
$217K +$30.1K +2,380 +17%
SIM
33
Spark Investment Management
New York
$211K +$202K +16,000 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$205K – – –
EA
35
Emerald Acquisition
Washington
$176K +$139K +11,030 +486%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$171K +$107K +8,470 +188%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$158K – – –
NFA
38
Nationwide Fund Advisors
Ohio
$135K – – –
AIG
39
American International Group
New York
$74.7K +$63 +5 +0.1%
BA
40
BlackRock Advisors
Delaware
$52K +$12.8K +1,015 +35%
Citigroup
41
Citigroup
New York
$49K -$65K -5,145 -58%
BG
42
BlackRock Group
United Kingdom
$45K – – –
PCM
43
Prelude Capital Management
New York
$43K -$18.9K -1,500 -32%
Wells Fargo
44
Wells Fargo
California
$40K – – –
BlackRock
45
BlackRock
New York
$34K – – –
UBS Group
46
UBS Group
Switzerland
$30K +$28.6K +2,265 New
GBBWRPM
47
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$15K – – –
SO
49
STRS Ohio
Ohio
$13K – – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K -$5.94K -470 -39%
1
2
3

USLM Hedge Fund Activity: Q3 2016 in Review

59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2016, worth a combined $84.4M — up 16% from $72.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USLM and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was Perkins Investment Management, adding an estimated $4.13M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $1.64M sold.

  • 59 institutional investors held United States Lime & Minerals (USLM) as of Q3 2016, down from 63 in Q2 2016.
  • Funds reported $84.4M of United States Lime & Minerals stock for Q3 2016, up 16% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q3 2016 and 7 closed out, a net change of -4 holders.
  • The largest United States Lime & Minerals buyer in Q3 2016 was Perkins Investment Management, an estimated $4.13M added.
  • The largest United States Lime & Minerals seller in Q3 2016 was Gilder Gagnon Howe & Co, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2016.