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United States Lime & Minerals

65 hedge funds and large institutions have $80.6M invested in United States Lime & Minerals in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

34% more capital invested

Capital invested by funds: $60.2M → $80.6M (+$20.4M)

12% more funds holding

Funds holding: 5865 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
27
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.7M +$724K +53,185 +6%
MA
2
Minerva Advisors
Pennsylvania
$7.84M
BIT
3
BlackRock Institutional Trust
California
$6.82M +$47.5K +3,490 +0.8%
GGHC
4
Gilder Gagnon Howe & Co
New York
$5.59M -$59.8K -4,395 -1%
EIP
5
Epoch Investment Partners
New York
$5.17M +$54.4K +4,000 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.94M +$29.1K +2,135 +0.6%
RA
7
Rational Advisors
New York
$4.26M +$3.98M +292,500 New
BFA
8
BlackRock Fund Advisors
California
$3.94M +$440K +32,365 +14%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.75M +$636K +46,735 +22%
State Street
10
State Street
Massachusetts
$2.18M +$21.4K +1,575 +1%
Northern Trust
11
Northern Trust
Illinois
$2.11M -$9.32K -685 -0.5%
BCM
12
Bridgeway Capital Management
Texas
$1.52M
NA
13
NSB Advisors
New York
$1.48M -$42.5K -3,125 -3%
Morgan Stanley
14
Morgan Stanley
New York
$1.27M +$79.4K +5,835 +7%
GIP
15
Granite Investment Partners
California
$1.26M +$694K +51,020 +145%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.19M +$106K +7,820 +11%
DIA
17
Dean Investment Associates
Ohio
$1.12M +$1.04M +76,575 New
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$1.1M +$691K +50,755 +205%
TCIM
19
TIAA CREF Investment Management
New York
$986K +$120K +8,845 +15%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$918K +$167K +12,270 +24%
Two Sigma Investments
21
Two Sigma Investments
New York
$867K +$248K +18,250 +44%
NSIM
22
North Star Investment Management
Illinois
$827K +$39.2K +2,880 +5%
Prudential Financial
23
Prudential Financial
New Jersey
$595K +$191K +14,000 +52%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$584K
NFA
25
Nationwide Fund Advisors
Ohio
$526K +$32.3K +2,370 +7%

USLM Hedge Fund Activity: Q4 2014 in Review

65 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2014, worth a combined $80.6M — up 34% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USLM positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Dean Investment Associates, opening a new position worth an estimated $1.04M. The largest seller was Huntington National Bank, cutting an estimated $3.91M.

  • 65 institutional investors held United States Lime & Minerals (USLM) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $80.6M of United States Lime & Minerals stock for Q4 2014, up 34% quarter-over-quarter.
  • 13 funds opened new United States Lime & Minerals positions in Q4 2014 and 5 closed out, a net change of +8 holders.
  • The largest United States Lime & Minerals buyer in Q4 2014 was Dean Investment Associates, an estimated $1.04M added.
  • The largest United States Lime & Minerals seller in Q4 2014 was Huntington National Bank, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2014.