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United States Lime & Minerals
USLM

54 hedge funds and large institutions have $106M invested in United States Lime & Minerals in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

0.78% less ownership

Funds ownership: 133.51% → 132.73% (-0.78%)

10% less funds holding

Funds holding: 60 → 54 (-6)

10% less capital invested

Capital invested by funds: $118M → $106M (-$12.4M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
2
Increased
20
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.65M
2
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$151K
3
Morgan Stanley
Morgan Stanley
New York
+$147K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$130K
5
BlackRock
BlackRock
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$959K
2
AIM
Alambic Investment Management
California
-$894K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$891K
4
Deutsche Bank
Deutsche Bank
Germany
-$431K
5
SRAM
Stone Ridge Asset Management
New York
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$298K – – –
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$293K – – –
Two Sigma Investments
28
Two Sigma Investments
New York
$231K – – –
Russell Investments Group
29
Russell Investments Group
United Kingdom
$229K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$217K – – –
TA
31
Teachers Advisors
New York
$210K – – –
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$210K +$4.1K +275 +2%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$170K – – –
SO
34
STRS Ohio
Ohio
$134K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$130K +$74.7K +5,010 +121%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$110K +$4.85K +325 +4%
Bank of America
37
Bank of America
North Carolina
$98K +$36.8K +2,465 +55%
AIG
38
American International Group
New York
$93K -$895 -60 -0.9%
FQ
39
First Quadrant
California
$89K – – –
UBS Group
40
UBS Group
Switzerland
$78K -$22.1K -1,480 -21%
Canada Life
41
Canada Life
Manitoba, Canada
$54K +$56.2K +3,770 +1,984%
Citigroup
42
Citigroup
New York
$41K +$5.59K +375 +15%
Legal & General Group
43
Legal & General Group
United Kingdom
$39K +$21.4K +1,435 +108%
AWM
44
Arbor Wealth Management
Florida
$24K +$24.7K +1,655 New
Barclays
45
Barclays
United Kingdom
$18K -$56.2K -3,765 -75%
MAM
46
Meeder Asset Management
Ohio
$17K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$15K +$970 +65 +7%
PA
48
Parallel Advisors
California
$14K – – –
PAM
49
Panagora Asset Management
Massachusetts
$12K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$11K – – –
1
2
3

USLM Hedge Fund Activity: Q4 2018 in Review

54 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2018, worth a combined $106M — down 10% from $118M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USLM and 2 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 20 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.65M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $959K sold.

  • 54 institutional investors held United States Lime & Minerals (USLM) as of Q4 2018, down from 60 in Q3 2018.
  • Funds reported $106M of United States Lime & Minerals stock for Q4 2018, down 10% quarter-over-quarter.
  • 2 funds opened new United States Lime & Minerals positions in Q4 2018 and 8 closed out, a net change of -6 holders.
  • The largest United States Lime & Minerals buyer in Q4 2018 was Thrivent Financial for Lutherans, an estimated $2.65M added.
  • The largest United States Lime & Minerals seller in Q4 2018 was Janus Henderson Group, an estimated $959K sold.

Based on aggregated 13F filings for Q4 2018.