United States Lime & Minerals
USLM
56 hedge funds and large institutions have $49.7M invested in United States Lime & Minerals in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
5% less funds holding
Funds holding: 59 → 56 (-3)
23% less capital invested
Capital invested by funds: $64.3M → $49.7M (-$14.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EM
Emancipation Management
New York
|
+$571K |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
+$533K |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$372K |
| 4 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
+$353K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$1.73M |
| 2 |
Goldman Sachs
New York
|
-$569K |
| 3 |
Morgan Stanley
New York
|
-$317K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$210K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
51
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
52
Barclays
London,
United Kingdom
| $1K | -$747 | -70 | -35% |
|
|
DA
53
Denali Advisors
San Diego,
California
| $1K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$53 | +5 | +4% |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10 | – | – | – |
|
|
56
Goldman Sachs
New York
| – | -$569K | -48,960 | Closed |
|
|
57
RhumbLine Advisers
Boston,
Massachusetts
| – | -$210K | -18,105 | Closed |
|
|
HNB
58
Huntington National Bank
Columbus,
Ohio
| – | -$29K | -2,500 | Closed |
|
59
Schroder Investment Management Group
London,
United Kingdom
| – | -$18K | -1,500 | Closed |
|
60
Invesco
Atlanta,
Georgia
| – | -$16K | -1,340 | Closed |
|
61
Bank of America
Charlotte,
North Carolina
| – | -$8K | -725 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | +$533 | +50 | New |
|
USLM Hedge Fund Activity: Q3 2015 in Review
56 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2015, worth a combined $49.7M — down 23% from $64.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USLM and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 22 added.
The largest buyer was Emancipation Management, adding an estimated $571K. The largest seller was Rational Advisors, cutting an estimated $1.73M.
- 56 institutional investors held United States Lime & Minerals (USLM) as of Q3 2015, down from 59 in Q2 2015.
- Funds reported $49.7M of United States Lime & Minerals stock for Q3 2015, down 23% quarter-over-quarter.
- 3 funds opened new United States Lime & Minerals positions in Q3 2015 and 6 closed out, a net change of -3 holders.
- The largest United States Lime & Minerals buyer in Q3 2015 was Emancipation Management, an estimated $571K added.
- The largest United States Lime & Minerals seller in Q3 2015 was Rational Advisors, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2015.