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United States Lime & Minerals
USLM

59 hedge funds and large institutions have $84.4M invested in United States Lime & Minerals in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $72.5M → $84.4M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 63 → 59 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
23
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$4.13M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$680K
3
RCM
Rutabaga Capital Management
Massachusetts
+$357K
4
BFA
BlackRock Fund Advisors
California
+$306K
5
Renaissance Technologies
Renaissance Technologies
New York
+$295K

Top Sellers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
-$1.64M
2
BCM
Bridgeway Capital Management
Texas
-$313K
3
Morgan Stanley
Morgan Stanley
New York
-$275K
4
Millennium Management
Millennium Management
New York
-$248K
5
EM
Emancipation Management
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
51
Sandy Spring Bank
Maryland
$10K – – –
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$8.84K +$3.54K +280 +72%
Bank of America
53
Bank of America
North Carolina
$6K +$3.73K +295 +159%
Barclays
54
Barclays
United Kingdom
$4K +$3.1K +245 +700%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3K – – –
DA
56
Denali Advisors
California
$3K – – –
MFS
57
MSI Financial Services
Massachusetts
$3K – – –
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$1K – – –
TCIM
59
TIAA CREF Investment Management
New York
$468 -$5.05K -400 -1%
GGHC
60
Gilder Gagnon Howe & Co
New York
– -$1.64M -139,000 Closed
BCM
61
Bridgeway Capital Management
Texas
– -$313K -26,500 Closed
Millennium Management
62
Millennium Management
New York
– -$248K -21,035 Closed
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
– -$19K -1,570 Closed
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
– -$6K -500 Closed
AIM
65
Acrospire Investment Management
Illinois
– -$3K -220 Closed
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
– -$1K -120 Closed
1 2
3

USLM Hedge Fund Activity: Q3 2016 in Review

59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2016, worth a combined $84.4M — up 16% from $72.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of USLM and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was Perkins Investment Management, adding an estimated $4.13M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $1.64M sold.

  • 59 institutional investors held United States Lime & Minerals (USLM) as of Q3 2016, down from 63 in Q2 2016.
  • Funds reported $84.4M of United States Lime & Minerals stock for Q3 2016, up 16% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q3 2016 and 7 closed out, a net change of -4 holders.
  • The largest United States Lime & Minerals buyer in Q3 2016 was Perkins Investment Management, an estimated $4.13M added.
  • The largest United States Lime & Minerals seller in Q3 2016 was Gilder Gagnon Howe & Co, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2016.