United States Lime & Minerals
USLM
59 hedge funds and large institutions have $175M invested in United States Lime & Minerals in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
26% more capital invested
Capital invested by funds: $139M → $175M (+$36.1M)
11% more funds holding
Funds holding: 53 → 59 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.64% less ownership
Funds ownership: 137.06% → 136.42% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$1.7M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$795K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$676K |
| 4 |
BlackRock
New York
|
+$376K |
| 5 |
JP Morgan Chase
New York
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$2.53M |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$469K |
| 4 |
Renaissance Technologies
New York
|
-$456K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $18K | – | – | – |
|
52
Canada Life
Winnipeg,
Manitoba, Canada
| $17K | – | – | – |
|
|
PA
53
Parallel Advisors
San Francisco,
California
| $3K | – | – | – |
|
|
CA
54
Clearstead Advisors
Cleveland,
Ohio
| $2K | +$1.55K | +75 | New |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | +$2.07K | +100 | New |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
QCG
57
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
GLLW
58
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $1K | +$1.14K | +55 | New |
|
|
AIG
59
American International Group
New York
| $133 | -$3.42K | -165 | -3% |
|
60
Russell Investments Group
London,
United Kingdom
| – | -$68K | -3,800 | Closed |
|
|
MAM
61
Meeder Asset Management
Dublin,
Ohio
| – | -$22K | -1,215 | Closed |
|
|
NNP
62
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$10K | -575 | Closed |
|
USLM Hedge Fund Activity: Q4 2020 in Review
59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2020, worth a combined $175M — up 26% from $139M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new USLM positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Royce & Associates, adding an estimated $1.7M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $2.53M.
- 59 institutional investors held United States Lime & Minerals (USLM) as of Q4 2020, up from 53 in Q3 2020.
- Funds reported $175M of United States Lime & Minerals stock for Q4 2020, up 26% quarter-over-quarter.
- 9 funds opened new United States Lime & Minerals positions in Q4 2020 and 3 closed out, a net change of +6 holders.
- The largest United States Lime & Minerals buyer in Q4 2020 was Royce & Associates, an estimated $1.7M added.
- The largest United States Lime & Minerals seller in Q4 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2020.