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United States Lime & Minerals
USLM

65 hedge funds and large institutions have $104M invested in United States Lime & Minerals in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

123.39% more ownership

Funds ownership: 0% → 123.39% (+123%)

23% more capital invested

Capital invested by funds: $84.4M → $104M (+$19.7M)

10% more funds holding

Funds holding: 59 → 65 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
22
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$834K
2
Renaissance Technologies
Renaissance Technologies
New York
+$824K
3
BFA
BlackRock Fund Advisors
California
+$673K
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$316K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$256K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rutabaga Capital Management
Massachusetts
-$472K
2
GIP
Granite Investment Partners
California
-$186K
3
Morgan Stanley
Morgan Stanley
New York
-$159K
4
MC
Menta Capital
California
-$121K
5
AIM
Alambic Investment Management
California
-$88.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$46K +$26.1K +1,855 +162%
BlackRock
52
BlackRock
New York
$32K -$5.64K -400 -16%
UBS Group
53
UBS Group
Switzerland
$27K -$6.48K -460 -20%
GBBWRPM
54
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K – – –
Bank of America
55
Bank of America
North Carolina
$23K +$15.1K +1,070 +223%
SO
56
STRS Ohio
Ohio
$15K – – –
PA
57
Parallel Advisors
California
$15K +$14.1K +1,000 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$12K +$11.1K +785 New
PAM
59
Panagora Asset Management
Massachusetts
$11K +$9.87K +700 New
MFS
60
MSI Financial Services
Massachusetts
$4K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3K – – –
DA
62
Denali Advisors
California
$3K – – –
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$2.5K -$7.12K -505 -75%
Barclays
64
Barclays
United Kingdom
$2K -$1.76K -125 -45%
Loomis, Sayles & Company
65
Loomis, Sayles & Company
Massachusetts
$1K – – –
SSB
66
Sandy Spring Bank
Maryland
– -$10K -755 Closed
1 2
3

USLM Hedge Fund Activity: Q4 2016 in Review

65 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2016, worth a combined $104M — up 23% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USLM positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $834K. The largest seller was Rutabaga Capital Management, cutting an estimated $472K.

  • 65 institutional investors held United States Lime & Minerals (USLM) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $104M of United States Lime & Minerals stock for Q4 2016, up 23% quarter-over-quarter.
  • 8 funds opened new United States Lime & Minerals positions in Q4 2016 and 1 closed out, a net change of +7 holders.
  • The largest United States Lime & Minerals buyer in Q4 2016 was Perkins Investment Management, an estimated $834K added.
  • The largest United States Lime & Minerals seller in Q4 2016 was Rutabaga Capital Management, an estimated $472K sold.

Based on aggregated 13F filings for Q4 2016.