We are live on ! Find out more
USLM icon

United States Lime & Minerals

51 hedge funds and large institutions have $134M invested in United States Lime & Minerals in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $116M → $134M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less funds holding

Funds holding: 5251 (-1)

2.99% less ownership

Funds ownership: 135.62%132.64% (-3%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
26
STRS Ohio
Ohio
$270K +$96.6K +5,500 +58%
Morgan Stanley
27
Morgan Stanley
New York
$269K +$90K +5,125 +52%
Two Sigma Investments
28
Two Sigma Investments
New York
$250K -$41.8K -2,380 -15%
Legal & General Group
29
Legal & General Group
United Kingdom
$240K
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$232K -$439 -25 -0.2%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$217K
State Board of Administration of Florida Retirement System
32
State Board of Administration of Florida Retirement System
Florida
$213K +$207K +11,785 New
Barclays
33
Barclays
United Kingdom
$185K +$72.5K +4,125 +68%
DA
34
Denali Advisors
California
$184K +$176K +10,025 +5,276%
UBS Group
35
UBS Group
Switzerland
$151K -$35.7K -2,035 -20%
Bank of America
36
Bank of America
North Carolina
$147K -$18.6K -1,060 -12%
AIG
37
American International Group
New York
$113K -$966 -55 -0.9%
Deutsche Bank
38
Deutsche Bank
Germany
$60K -$323K -18,365 -85%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$43.4K +$13.4K +760 +46%
Citigroup
40
Citigroup
New York
$37K +$12.1K +690 +50%
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$36K +$35.1K +2,000 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$27K +$7.38K +420 +39%
MAM
43
Meeder Asset Management
Ohio
$22K
TRCT
44
Tower Research Capital (TRC)
New York
$17K +$16.6K +945 +3,150%
PA
45
Parallel Advisors
California
$16K -$1.93K -110 -11%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$16K +$15.3K +870 New
Canada Life
47
Canada Life
Manitoba, Canada
$15K +$15K +855 New
AIP
48
Ameritas Investment Partners
Nebraska
$14K
PCM
49
Prelude Capital Management
New York
$5K +$4.39K +250 New
Lazard Asset Management
50
Lazard Asset Management
New York
$2K +$2.37K +135 New

USLM Hedge Fund Activity: Q4 2019 in Review

51 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2019, worth a combined $134M — up 15% from $116M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USLM and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 18 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $4.06M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $3.08M sold.

  • 51 institutional investors held United States Lime & Minerals (USLM) as of Q4 2019, down from 52 in Q3 2019.
  • Funds reported $134M of United States Lime & Minerals stock for Q4 2019, up 15% quarter-over-quarter.
  • 6 funds opened new United States Lime & Minerals positions in Q4 2019 and 7 closed out, a net change of -1 holder.
  • The largest United States Lime & Minerals buyer in Q4 2019 was Thrivent Financial for Lutherans, an estimated $4.06M added.
  • The largest United States Lime & Minerals seller in Q4 2019 was Polar Asset Management Partners, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2019.