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United States Lime & Minerals
USLM

60 hedge funds and large institutions have $109M invested in United States Lime & Minerals in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

4% more capital invested

Capital invested by funds: $104M → $109M (+$4.48M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 123.39% → 123.34% (-0.05%)

8% less funds holding

Funds holding: 65 → 60 (-5)

Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
24
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.7M
2
PIM
Perkins Investment Management
Illinois
+$1.68M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$416K
4
Renaissance Technologies
Renaissance Technologies
New York
+$374K
5
State Street
State Street
Massachusetts
+$210K

Top Sellers

Rank Fund Capital Flow
1
GIP
Granite Investment Partners
California
-$670K
2
EM
Emancipation Management
New York
-$589K
3
Morgan Stanley
Morgan Stanley
New York
-$532K
4
SCC
Steel Canyon Capital
Arizona
-$505K
5
SCP
Seizert Capital Partners
Michigan
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$414K +$13.1K +855 +3%
SIM
27
Spark Investment Management
New York
$402K -$68.7K -4,500 -15%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$387K +$112K +7,350 +43%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$316K -$15.3K -1,000 -5%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$314K -$7.63K -500 -2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$292K +$45.8K +3,000 +19%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$284K +$992 +65 +0.4%
TA
33
Teachers Advisors
New York
$264K – – –
MC
34
Menta Capital
California
$211K -$40.7K -2,665 -17%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$210K – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$190K +$76 +5 +0%
NFA
37
Nationwide Fund Advisors
Ohio
$148K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$113K -$113K -7,420 -51%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101K +$40K +2,620 +71%
AIG
40
American International Group
New York
$95K +$5.8K +380 +7%
Wells Fargo
41
Wells Fargo
California
$93K – – –
DZ Bank
42
DZ Bank
Germany
$88K – – –
PAM
43
Panagora Asset Management
Massachusetts
$73K +$59.6K +3,905 +558%
PCM
44
Prelude Capital Management
New York
$59K +$7.63K +500 +15%
FQ
45
First Quadrant
California
$58K – – –
Citigroup
46
Citigroup
New York
$52K -$145K -9,510 -74%
Legal & General Group
47
Legal & General Group
United Kingdom
$41K -$6.18K -405 -14%
AIM
48
Acrospire Investment Management
Illinois
$33K +$31.6K +2,070 New
Bank of America
49
Bank of America
North Carolina
$28K +$4.2K +275 +18%
GBBWRPM
50
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K – – –
1
2
3

USLM Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2017, worth a combined $109M — up 4.3% from $104M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new USLM positions and 1 closed out — a net gain of 1 holder — while 24 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $12.7M. The largest seller was Granite Investment Partners, cutting an estimated $670K.

  • 60 institutional investors held United States Lime & Minerals (USLM) as of Q1 2017, down from 65 in Q4 2016.
  • Funds reported $109M of United States Lime & Minerals stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 2 funds opened new United States Lime & Minerals positions in Q1 2017 and 1 closed out, a net change of +1 holder.
  • The largest United States Lime & Minerals buyer in Q1 2017 was BlackRock, an estimated $12.7M added.
  • The largest United States Lime & Minerals seller in Q1 2017 was Granite Investment Partners, an estimated $670K sold.

Based on aggregated 13F filings for Q1 2017.