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United States Lime & Minerals

63 hedge funds and large institutions have $68.8M invested in United States Lime & Minerals in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $58.2M → $68.8M (+$10.6M)

15% more funds holding

Funds holding: 5563 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
19
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.4M +$248K +20,675 +2%
MA
2
Minerva Advisors
Pennsylvania
$6.97M
BIT
3
BlackRock Institutional Trust
California
$6.11M -$49.5K -4,135 -0.9%
EIP
4
Epoch Investment Partners
New York
$4.9M -$428K -35,750 -9%
GGHC
5
Gilder Gagnon Howe & Co
New York
$4.89M +$1.21M +101,010 +37%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.26M +$57.6K +4,810 +1%
HNB
7
Huntington National Bank
Ohio
$3.43M -$245K -20,500 -7%
BFA
8
BlackRock Fund Advisors
California
$3.22M -$334K -27,870 -10%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.21M +$131K +10,930 +7%
Northern Trust
10
Northern Trust
Illinois
$1.94M -$175K -14,585 -9%
State Street
11
State Street
Massachusetts
$1.92M -$93.8K -7,835 -5%
TC
12
TFS Capital
Pennsylvania
$1.58M +$603K +50,385 +70%
NA
13
NSB Advisors
New York
$1.36M -$285K -23,765 -18%
BCM
14
Bridgeway Capital Management
Texas
$1.35M
PP
15
Prospector Partners
Connecticut
$1.11M +$168K +14,055 +20%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$931K -$67K -5,595 -7%
TCIM
17
TIAA CREF Investment Management
New York
$818K -$37K -3,090 -5%
Two Sigma Investments
18
Two Sigma Investments
New York
$800K -$106K -8,845 -13%
NSIM
19
North Star Investment Management
Illinois
$671K
Geode Capital Management
20
Geode Capital Management
Massachusetts
$658K +$29.3K +2,445 +5%
Morgan Stanley
21
Morgan Stanley
New York
$627K -$130K -10,850 -18%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$600K
CIC
23
Cornercap Investment Counsel
Georgia
$469K +$433K +36,150 New
GIP
24
Granite Investment Partners
California
$444K +$5.51K +460 +1%
NFA
25
Nationwide Fund Advisors
Ohio
$437K +$22.9K +1,910 +6%

USLM Hedge Fund Activity: Q2 2014 in Review

63 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2014, worth a combined $68.8M — up 18% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USLM positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $1.21M. The largest seller was Epoch Investment Partners, cutting an estimated $428K.

  • 63 institutional investors held United States Lime & Minerals (USLM) as of Q2 2014, up from 55 in Q1 2014.
  • Funds reported $68.8M of United States Lime & Minerals stock for Q2 2014, up 18% quarter-over-quarter.
  • 10 funds opened new United States Lime & Minerals positions in Q2 2014 and 2 closed out, a net change of +8 holders.
  • The largest United States Lime & Minerals buyer in Q2 2014 was Gilder Gagnon Howe & Co, an estimated $1.21M added.
  • The largest United States Lime & Minerals seller in Q2 2014 was Epoch Investment Partners, an estimated $428K sold.

Based on aggregated 13F filings for Q2 2014.