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United States Lime & Minerals
USLM

65 hedge funds and large institutions have $195M invested in United States Lime & Minerals in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $175M → $195M (+$20.1M)

10% more funds holding

Funds holding: 59 → 65 (+6)

7.17% less ownership

Funds ownership: 136.42% → 129.25% (-7.2%)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
14
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.82M
2
RA
Royce & Associates
New York
+$729K
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$445K
4
Citadel Advisors
Citadel Advisors
Florida
+$436K
5
IA
IndexIQ Advisors
New York
+$402K

Top Sellers

Rank Fund Capital Flow
1
MA
Minerva Advisors
Pennsylvania
-$9.43M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.79M
3
Renaissance Technologies
Renaissance Technologies
New York
-$839K
4
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
-$805K
5
State Street
State Street
Massachusetts
-$655K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$405K -$7.97K -295 -2%
IA
27
IndexIQ Advisors
New York
$398K +$402K +14,875 New
Bank of America
28
Bank of America
North Carolina
$360K +$233K +8,630 +179%
EA
29
Ellsworth Advisors
Ohio
$334K +$61.8K +2,290 +22%
Legal & General Group
30
Legal & General Group
United Kingdom
$332K – – –
Invesco
31
Invesco
Georgia
$328K +$331K +12,260 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$321K – – –
Wells Fargo
33
Wells Fargo
California
$313K -$423K -15,675 -57%
JP Morgan Chase
34
JP Morgan Chase
New York
$283K -$293K -10,855 -51%
MC
35
Moors & Cabot
Massachusetts
$281K +$284K +10,500 New
JIR
36
James Investment Research
Ohio
$277K – – –
State Board of Administration of Florida Retirement System
37
State Board of Administration of Florida Retirement System
Florida
$275K -$40.5K -1,500 -13%
PAM
38
Panagora Asset Management
Massachusetts
$234K – – –
Barclays
39
Barclays
United Kingdom
$224K +$139K +5,145 +159%
Goldman Sachs
40
Goldman Sachs
New York
$217K +$219K +8,105 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$213K -$21.3K -790 -9%
Deutsche Bank
42
Deutsche Bank
Germany
$175K -$17K -630 -9%
DA
43
Denali Advisors
California
$167K -$13.5K -500 -7%
Osaic Holdings
44
Osaic Holdings
Arizona
$156K +$157K +5,810 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$123K +$57K +2,110 +84%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$108K -$34.8K -1,290 -24%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$101K +$103K +3,800 New
UBS Group
48
UBS Group
Switzerland
$65K +$3.38K +125 +5%
Lazard Asset Management
49
Lazard Asset Management
New York
$40K +$3.78K +140 +10%
Morgan Stanley
50
Morgan Stanley
New York
$29K -$195K -7,215 -87%
1
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USLM Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2021, worth a combined $195M — up 11% from $175M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new USLM positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $2.82M. The largest seller was Minerva Advisors, cutting an estimated $9.43M.

  • 65 institutional investors held United States Lime & Minerals (USLM) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $195M of United States Lime & Minerals stock for Q1 2021, up 11% quarter-over-quarter.
  • 12 funds opened new United States Lime & Minerals positions in Q1 2021 and 6 closed out, a net change of +6 holders.
  • The largest United States Lime & Minerals buyer in Q1 2021 was BlackRock, an estimated $2.82M added.
  • The largest United States Lime & Minerals seller in Q1 2021 was Minerva Advisors, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2021.