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United States Lime & Minerals
USLM

65 hedge funds and large institutions have $104M invested in United States Lime & Minerals in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

123.39% more ownership

Funds ownership: 0% → 123.39% (+123%)

23% more capital invested

Capital invested by funds: $84.4M → $104M (+$19.7M)

10% more funds holding

Funds holding: 59 → 65 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
22
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$834K
2
Renaissance Technologies
Renaissance Technologies
New York
+$824K
3
BFA
BlackRock Fund Advisors
California
+$673K
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$316K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$256K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rutabaga Capital Management
Massachusetts
-$472K
2
GIP
Granite Investment Partners
California
-$186K
3
Morgan Stanley
Morgan Stanley
New York
-$159K
4
MC
Menta Capital
California
-$121K
5
AIM
Alambic Investment Management
California
-$88.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$515K – – –
SIM
27
Spark Investment Management
New York
$454K +$197K +14,000 +88%
Charles Schwab
28
Charles Schwab
California
$384K +$10.9K +770 +3%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$318K -$14.1K -1,000 -5%
SCP
30
Seizert Capital Partners
Michigan
$315K – – –
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$309K -$7.05K -500 -2%
Axa
32
Axa
France
$306K -$17.9K -1,270 -6%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$272K -$3.17K -225 -1%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$260K +$59K +4,185 +32%
TA
35
Teachers Advisors
New York
$253K +$3.38K +240 +1%
MC
36
Menta Capital
California
$243K -$121K -8,615 -35%
Swiss National Bank
37
Swiss National Bank
Switzerland
$235K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$221K +$205K +14,560 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$205K +$187K +13,300 New
Citigroup
40
Citigroup
New York
$194K +$128K +9,085 +244%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$182K – – –
NFA
42
Nationwide Fund Advisors
Ohio
$142K -$12.4K -880 -9%
Wells Fargo
43
Wells Fargo
California
$89K +$40.4K +2,870 +96%
AIG
44
American International Group
New York
$85K -$282 -20 -0.4%
DZ Bank
45
DZ Bank
Germany
$85K +$79.2K +5,620 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56K +$41.9K +2,970 +401%
FQ
47
First Quadrant
California
$56K +$51.9K +3,680 New
BG
48
BlackRock Group
United Kingdom
$53K – – –
BA
49
BlackRock Advisors
Delaware
$50K -$8.46K -600 -15%
PCM
50
Prelude Capital Management
New York
$49K – – –
1
2
3

USLM Hedge Fund Activity: Q4 2016 in Review

65 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2016, worth a combined $104M — up 23% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USLM positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $834K. The largest seller was Rutabaga Capital Management, cutting an estimated $472K.

  • 65 institutional investors held United States Lime & Minerals (USLM) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $104M of United States Lime & Minerals stock for Q4 2016, up 23% quarter-over-quarter.
  • 8 funds opened new United States Lime & Minerals positions in Q4 2016 and 1 closed out, a net change of +7 holders.
  • The largest United States Lime & Minerals buyer in Q4 2016 was Perkins Investment Management, an estimated $834K added.
  • The largest United States Lime & Minerals seller in Q4 2016 was Rutabaga Capital Management, an estimated $472K sold.

Based on aggregated 13F filings for Q4 2016.