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United States Lime & Minerals

52 hedge funds and large institutions have $111M invested in United States Lime & Minerals in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5152 (+1)

1.1% more ownership

Funds ownership: 132.64%133.74% (+1.1%)

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

17% less capital invested

Capital invested by funds: $134M → $111M (-$23.4M)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.15%
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
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$213K +$26.7K +1,600 +12%
Legal & General Group
27
Legal & General Group
United Kingdom
$189K -$7.19K -430 -3%
DA
28
Denali Advisors
California
$182K +$34.9K +2,085 +20%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$177K
TRCT
30
Tower Research Capital (TRC)
New York
$92K +$87.3K +5,225 +536%
AIG
31
American International Group
New York
$88K -$5.68K -340 -5%
MIM
32
MetLife Investment Management
New Jersey
$70.7K +$80.1K +4,790 New
Russell Investments Group
33
Russell Investments Group
United Kingdom
$65K -$274K -16,415 -79%
Bank of America
34
Bank of America
North Carolina
$57K -$70.7K -4,230 -52%
MLICM
35
Metropolitan Life Insurance Company (MetLife)
New York
$50K +$56.6K +3,385 New
Barclays
36
Barclays
United Kingdom
$49K -$115K -6,895 -68%
Victory Capital Management
37
Victory Capital Management
Texas
$48K +$53.8K +3,220 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$46.2K +$12K +720 +30%
Deutsche Bank
39
Deutsche Bank
Germany
$46K -$3.51K -210 -6%
Citigroup
40
Citigroup
New York
$44K +$15.1K +905 +44%
UBS Group
41
UBS Group
Switzerland
$32K -$104K -6,215 -74%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$31K +$19.7K +1,180 +136%
Lazard Asset Management
43
Lazard Asset Management
New York
$24K +$25K +1,495 +1,107%
Morgan Stanley
44
Morgan Stanley
New York
$21K -$225K -13,450 -90%
MAM
45
Meeder Asset Management
Ohio
$18K
AIP
46
Ameritas Investment Partners
Nebraska
$12K
Canada Life
47
Canada Life
Manitoba, Canada
$12K
PA
48
Parallel Advisors
California
$6K -$7.77K -465 -52%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$3K -$21.6K -1,295 -87%
PAM
50
Panagora Asset Management
Massachusetts
$3K +$3.09K +185 New

USLM Hedge Fund Activity: Q1 2020 in Review

52 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2020, worth a combined $111M — down 17% from $134M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new USLM positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.77M. The largest seller was Oxford Asset Management, exiting entirely with an estimated $483K sold.

  • 52 institutional investors held United States Lime & Minerals (USLM) as of Q1 2020, up from 51 in Q4 2019.
  • Funds reported $111M of United States Lime & Minerals stock for Q1 2020, down 17% quarter-over-quarter.
  • 6 funds opened new United States Lime & Minerals positions in Q1 2020 and 5 closed out, a net change of +1 holder.
  • The largest United States Lime & Minerals buyer in Q1 2020 was Thrivent Financial for Lutherans, an estimated $1.77M added.
  • The largest United States Lime & Minerals seller in Q1 2020 was Oxford Asset Management, an estimated $483K sold.

Based on aggregated 13F filings for Q1 2020.