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United States Lime & Minerals

61 hedge funds and large institutions have $202M invested in United States Lime & Minerals in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $195M → $202M (+$6.8M)

0.93% less ownership

Funds ownership: 129.25%128.32% (-0.93%)

6% less funds holding

Funds holding: 6561 (-4)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$412K -$57.7K -2,050 -12%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$404K -$55K -1,955 -12%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$397K -$24.3K -865 -6%
Legal & General Group
29
Legal & General Group
United Kingdom
$342K -$2.53K -90 -0.7%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$336K +$2.39K +85 +0.7%
Invesco
31
Invesco
Georgia
$320K -$21.1K -750 -6%
MC
32
Moors & Cabot
Massachusetts
$292K
JIR
33
James Investment Research
Ohio
$288K
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$286K
PAM
35
Panagora Asset Management
Massachusetts
$238K -$5.21K -185 -2%
Deutsche Bank
36
Deutsche Bank
Germany
$176K -$5.91K -210 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$162K
UBS Group
38
UBS Group
Switzerland
$127K +$60.2K +2,140 +88%
Bank of America
39
Bank of America
North Carolina
$120K -$256K -9,110 -68%
JP Morgan Chase
40
JP Morgan Chase
New York
$111K -$184K -6,535 -62%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$105K
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$83K -$30K -1,065 -26%
Morgan Stanley
43
Morgan Stanley
New York
$83K +$52.9K +1,880 +171%
Wells Fargo
44
Wells Fargo
California
$80K -$248K -8,825 -75%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$52.6K -$76.5K -2,720 -59%
Lazard Asset Management
46
Lazard Asset Management
New York
$42K
Barclays
47
Barclays
United Kingdom
$37K -$199K -7,075 -84%
AIP
48
Ameritas Investment Partners
Nebraska
$22K
Canada Life
49
Canada Life
Manitoba, Canada
$21K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$20K -$203K -7,230 -91%

USLM Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2021, worth a combined $202M — up 3.5% from $195M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of USLM and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.94M. The largest seller was Franklin Resources, exiting entirely with an estimated $1.2M sold.

  • 61 institutional investors held United States Lime & Minerals (USLM) as of Q2 2021, down from 65 in Q1 2021.
  • Funds reported $202M of United States Lime & Minerals stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 5 funds opened new United States Lime & Minerals positions in Q2 2021 and 9 closed out, a net change of -4 holders.
  • The largest United States Lime & Minerals buyer in Q2 2021 was Thrivent Financial for Lutherans, an estimated $1.94M added.
  • The largest United States Lime & Minerals seller in Q2 2021 was Franklin Resources, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2021.