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United States Lime & Minerals

52 hedge funds and large institutions have $116M invested in United States Lime & Minerals in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.38% less ownership

Funds ownership: 136.01%135.62% (-0.38%)

5% less capital invested

Capital invested by funds: $122M → $116M (-$5.65M)

7% less funds holding

Funds holding: 5652 (-4)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$248K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$245K +$19.4K +1,205 +8%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$233K
Legal & General Group
29
Legal & General Group
United Kingdom
$203K +$169K +10,500 +380%
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$197K +$1.77K +110 +0.9%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$184K
UBS Group
32
UBS Group
Switzerland
$159K +$140K +8,690 +502%
Morgan Stanley
33
Morgan Stanley
New York
$149K +$141K +8,775 +882%
SO
34
STRS Ohio
Ohio
$145K
Bank of America
35
Bank of America
North Carolina
$141K +$22.6K +1,405 +18%
AIG
36
American International Group
New York
$97K -$643 -40 -0.6%
Barclays
37
Barclays
United Kingdom
$93K -$24.8K -1,545 -20%
JP Morgan Chase
38
JP Morgan Chase
New York
$50K -$92.7K -5,770 -64%
GWAG
39
Garrett Wealth Advisory Group
Texas
$38.3K +$40.2K +2,500 New
Victory Capital Management
40
Victory Capital Management
Texas
$29K +$30.9K +1,920 New
FQ
41
First Quadrant
California
$26K -$9.4K -585 -26%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$25.2K +$964 +60 +4%
Citigroup
43
Citigroup
New York
$21K -$19.1K -1,190 -46%
MAM
44
Meeder Asset Management
Ohio
$19K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$16K -$11K -685 -39%
PA
46
Parallel Advisors
California
$15K
AIP
47
Ameritas Investment Partners
Nebraska
$12K
Twin Tree Management
48
Twin Tree Management
Texas
$5K +$4.98K +310 New
DA
49
Denali Advisors
California
$3K -$2.41K -150 -44%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1K

USLM Hedge Fund Activity: Q3 2019 in Review

52 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2019, worth a combined $116M — down 4.6% from $122M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USLM and 3 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.43M. The largest seller was Polar Asset Management Partners, cutting an estimated $2.08M.

  • 52 institutional investors held United States Lime & Minerals (USLM) as of Q3 2019, down from 56 in Q2 2019.
  • Funds reported $116M of United States Lime & Minerals stock for Q3 2019, down 4.6% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q3 2019 and 7 closed out, a net change of -4 holders.
  • The largest United States Lime & Minerals buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $2.43M added.
  • The largest United States Lime & Minerals seller in Q3 2019 was Polar Asset Management Partners, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2019.