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United States Lime & Minerals
USLM

63 hedge funds and large institutions have $124M invested in United States Lime & Minerals in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $106M → $124M (+$17.9M)

2.78% more ownership

Funds ownership: 129.77% → 132.55% (+2.8%)

0% more funds holding

Funds holding: 63 → 63 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
16
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.2M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$1.37M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$583K
4
BlackRock
BlackRock
New York
+$452K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$176K

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$477K
2
Millennium Management
Millennium Management
New York
-$388K
3
Two Sigma Investments
Two Sigma Investments
New York
-$315K
4
Deutsche Bank
Deutsche Bank
Germany
-$301K
5
Morgan Stanley
Morgan Stanley
New York
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$459K +$59K +3,770 +16%
GIP
27
Granite Investment Partners
California
$396K – – –
TCIM
28
TIAA CREF Investment Management
New York
$385K -$44.2K -2,820 -11%
SRAM
29
Stone Ridge Asset Management
New York
$377K -$7.83K -500 -2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$352K – – –
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$347K +$10.3K +655 +3%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$344K -$7.83K -500 -2%
Two Sigma Investments
33
Two Sigma Investments
New York
$333K -$315K -20,100 -50%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$270K -$252K -16,115 -50%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$256K – – –
TA
36
Teachers Advisors
New York
$250K -$98.5K -6,290 -30%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$248K +$1.96K +125 +0.9%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$201K – – –
SO
39
STRS Ohio
Ohio
$159K +$15.7K +1,000 +12%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$141K -$97.5K -6,225 -42%
AIG
41
American International Group
New York
$109K +$3.13K +200 +3%
UBS Group
42
UBS Group
Switzerland
$105K +$77.4K +4,945 +383%
FQ
43
First Quadrant
California
$103K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$101K -$269K -17,160 -74%
PCM
45
Prelude Capital Management
New York
$98K -$61.2K -3,910 -40%
Citigroup
46
Citigroup
New York
$48K -$147K -9,365 -77%
Bank of America
47
Bank of America
North Carolina
$48K -$8.46K -540 -16%
Barclays
48
Barclays
United Kingdom
$37K -$29.1K -1,855 -45%
TRCT
49
Tower Research Capital (TRC)
New York
$25K -$65K -4,150 -73%
Legal & General Group
50
Legal & General Group
United Kingdom
$22K -$10.5K -670 -34%
1
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3

USLM Hedge Fund Activity: Q2 2018 in Review

63 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2018, worth a combined $124M — up 17% from $106M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new USLM positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 28 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.2M. The largest seller was Janus Henderson Group, cutting an estimated $477K.

  • 63 institutional investors held United States Lime & Minerals (USLM) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $124M of United States Lime & Minerals stock for Q2 2018, up 17% quarter-over-quarter.
  • 5 funds opened new United States Lime & Minerals positions in Q2 2018 and 4 closed out, a net change of +1 holder.
  • The largest United States Lime & Minerals buyer in Q2 2018 was Thrivent Financial for Lutherans, an estimated $2.2M added.
  • The largest United States Lime & Minerals seller in Q2 2018 was Janus Henderson Group, an estimated $477K sold.

Based on aggregated 13F filings for Q2 2018.