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United States Lime & Minerals
USLM

63 hedge funds and large institutions have $68.8M invested in United States Lime & Minerals in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $58.2M → $68.8M (+$10.6M)

15% more funds holding

Funds holding: 55 → 63 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
19
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
+$1.21M
2
TC
TFS Capital
Pennsylvania
+$603K
3
CIC
Cornercap Investment Counsel
Georgia
+$433K
4
Prudential Financial
Prudential Financial
New Jersey
+$354K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$315K

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$428K
2
BFA
BlackRock Fund Advisors
California
-$334K
3
NA
NSB Advisors
New York
-$285K
4
HNB
Huntington National Bank
Ohio
-$245K
5
Northern Trust
Northern Trust
Illinois
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K – – –
Bank of America
52
Bank of America
North Carolina
$14K +$11.8K +985 +1,407%
SO
53
STRS Ohio
Ohio
$13K – – –
PAM
54
Panagora Asset Management
Massachusetts
$12K – – –
U
55
UBS
Switzerland
$12K +$11.1K +925 New
VFA
56
Virtus Fund Advisers
Connecticut
$11K +$10K +835 New
Barclays
57
Barclays
United Kingdom
$9K +$4.19K +350 +91%
Wells Fargo
58
Wells Fargo
California
$9K +$8.38K +700 +14,000%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$6K – – –
US Bancorp
60
US Bancorp
Minnesota
$5K +$4.49K +375 New
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$4K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3K +$2.99K +250 New
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$2K +$1.44K +120 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
– -$1.73K -160 Closed
Canada Life
65
Canada Life
Manitoba, Canada
– -$2K -150 Closed
1 2
3

USLM Hedge Fund Activity: Q2 2014 in Review

63 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2014, worth a combined $68.8M — up 18% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USLM positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $1.21M. The largest seller was Epoch Investment Partners, cutting an estimated $428K.

  • 63 institutional investors held United States Lime & Minerals (USLM) as of Q2 2014, up from 55 in Q1 2014.
  • Funds reported $68.8M of United States Lime & Minerals stock for Q2 2014, up 18% quarter-over-quarter.
  • 10 funds opened new United States Lime & Minerals positions in Q2 2014 and 2 closed out, a net change of +8 holders.
  • The largest United States Lime & Minerals buyer in Q2 2014 was Gilder Gagnon Howe & Co, an estimated $1.21M added.
  • The largest United States Lime & Minerals seller in Q2 2014 was Epoch Investment Partners, an estimated $428K sold.

Based on aggregated 13F filings for Q2 2014.