We are live on ! Find out more
USLM icon

United States Lime & Minerals

58 hedge funds and large institutions have $62.7M invested in United States Lime & Minerals in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $56.6M → $62.7M (+$6.05M)

2% more funds holding

Funds holding: 5758 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
23
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.85M +$79.2K +6,795 +0.8%
MA
2
Minerva Advisors
Pennsylvania
$6.33M
BIT
3
BlackRock Institutional Trust
California
$5.67M -$149K -12,790 -3%
NA
4
NSB Advisors
New York
$4.94M -$5.3M -454,525 -52%
EIP
5
Epoch Investment Partners
New York
$4.72M +$4.7M +403,000 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.74M +$30.2K +2,595 +0.8%
GGHC
7
Gilder Gagnon Howe & Co
New York
$3.48M -$1.22K -105 -0%
RA
8
Rational Advisors
New York
$3.31M
BFA
9
BlackRock Fund Advisors
California
$3.29M +$373K +31,980 +13%
Northern Trust
10
Northern Trust
Illinois
$1.95M -$65.4K -5,610 -3%
TC
11
TFS Capital
Pennsylvania
$1.92M +$380K +32,585 +25%
State Street
12
State Street
Massachusetts
$1.89M +$66.7K +5,725 +4%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.43M -$115K -9,840 -7%
Two Sigma Investments
14
Two Sigma Investments
New York
$793K -$25.8K -2,210 -3%
TCIM
15
TIAA CREF Investment Management
New York
$730K -$8.8K -755 -1%
Morgan Stanley
16
Morgan Stanley
New York
$644K +$293K +25,160 +85%
NSIM
17
North Star Investment Management
Illinois
$604K -$2.91K -250 -0.5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$581K -$339K -29,105 -37%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$531K +$14.3K +1,225 +3%
BIM
20
Bogle Investment Management
Massachusetts
$521K +$26.6K +2,285 +5%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$484K
SIM
22
Spark Investment Management
New York
$404K +$402K +34,500 New
Goldman Sachs
23
Goldman Sachs
New York
$378K +$376K +32,225 New
NFA
24
Nationwide Fund Advisors
Ohio
$364K +$259K +22,245 +253%
GIP
25
Granite Investment Partners
California
$362K

USLM Hedge Fund Activity: Q3 2013 in Review

58 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2013, worth a combined $62.7M — up 11% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USLM positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $4.7M. The largest seller was NSB Advisors, cutting an estimated $5.3M.

  • 58 institutional investors held United States Lime & Minerals (USLM) as of Q3 2013, up from 57 in Q2 2013.
  • Funds reported $62.7M of United States Lime & Minerals stock for Q3 2013, up 11% quarter-over-quarter.
  • 8 funds opened new United States Lime & Minerals positions in Q3 2013 and 7 closed out, a net change of +1 holder.
  • The largest United States Lime & Minerals buyer in Q3 2013 was Epoch Investment Partners, an estimated $4.7M added.
  • The largest United States Lime & Minerals seller in Q3 2013 was NSB Advisors, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2013.