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United States Lime & Minerals

56 hedge funds and large institutions have $122M invested in United States Lime & Minerals in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5556 (+1)

1.39% more ownership

Funds ownership: 134.62%136.01% (+1.4%)

5% more capital invested

Capital invested by funds: $116M → $122M (+$5.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
16
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
$21M -$64.4K -3,985 -0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$18M +$74K +4,575 +0.4%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$16.6M +$1,000K +61,850 +6%
BlackRock
4
BlackRock
New York
$13.8M +$166K +10,255 +1%
MA
5
Minerva Advisors
Pennsylvania
$11.7M
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.52M +$56.7K +3,510 +0.8%
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$5.28M +$1.31M +81,045 +33%
DGHMC
8
Dalton, Greiner, Hartman, Maher & Co
New York
$4.64M -$8.49K -525 -0.2%
State Street
9
State Street
Massachusetts
$3.37M +$36.1K +2,235 +1%
Northern Trust
10
Northern Trust
Illinois
$2.89M +$50.1K +3,100 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.16M +$166K +10,255 +8%
NSIM
12
North Star Investment Management
Illinois
$1.91M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.78M -$625K -38,660 -26%
CCMINC
14
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.31M +$7.28K +450 +0.6%
CSC
15
Cove Street Capital
California
$1.25M
Charles Schwab
16
Charles Schwab
California
$1.01M +$107K +6,595 +12%
OAM
17
Oxford Asset Management
United Kingdom
$720K -$179K -11,090 -20%
N
18
Nuveen
North Carolina
$655K +$662K +40,950 New
PL
19
PWMCO LLC
Illinois
$640K
Prudential Financial
20
Prudential Financial
New Jersey
$633K -$16.2K -1,005 -2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$513K +$518K +32,035 New
Deutsche Bank
22
Deutsche Bank
Germany
$442K -$198K -12,270 -31%
Wells Fargo
23
Wells Fargo
California
$432K -$73.9K -4,570 -14%
GIP
24
Granite Investment Partners
California
$377K -$335K -20,715 -47%
Swiss National Bank
25
Swiss National Bank
Switzerland
$336K

USLM Hedge Fund Activity: Q2 2019 in Review

56 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2019, worth a combined $122M — up 4.7% from $116M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new USLM positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $1.31M. The largest seller was Bank of New York Mellon, cutting an estimated $625K.

  • 56 institutional investors held United States Lime & Minerals (USLM) as of Q2 2019, up from 55 in Q1 2019.
  • Funds reported $122M of United States Lime & Minerals stock for Q2 2019, up 4.7% quarter-over-quarter.
  • 5 funds opened new United States Lime & Minerals positions in Q2 2019 and 2 closed out, a net change of +3 holders.
  • The largest United States Lime & Minerals buyer in Q2 2019 was Polar Asset Management Partners, an estimated $1.31M added.
  • The largest United States Lime & Minerals seller in Q2 2019 was Bank of New York Mellon, an estimated $625K sold.

Based on aggregated 13F filings for Q2 2019.