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United States Lime & Minerals
USLM

62 hedge funds and large institutions have $151M invested in United States Lime & Minerals in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0.83% more ownership

Funds ownership: 129.13% → 129.96% (+0.83%)

3% less capital invested

Capital invested by funds: $155M → $151M (-$4.03M)

3% less funds holding

Funds holding: 64 → 62 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
24
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.26M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$1.3M
3
RA
Royce & Associates
New York
+$893K
4
MA
Minerva Advisors
Pennsylvania
+$357K
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$214K

Top Sellers

Rank Fund Capital Flow
1
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.08M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.54M
3
BlackRock
BlackRock
New York
-$288K
4
GTCM
Gyon Technologies Capital Management
New Jersey
-$278K
5
PAM
Panagora Asset Management
Massachusetts
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$238K -$1.59K -75 -0.6%
CS
27
Credit Suisse
Switzerland
$235K +$12.7K +595 +5%
Citadel Advisors
28
Citadel Advisors
Florida
$224K -$112K -5,265 -32%
JIR
29
James Investment Research
Ohio
$212K – – –
State Board of Administration of Florida Retirement System
30
State Board of Administration of Florida Retirement System
Florida
$210K – – –
Teacher Retirement System of Texas
31
Teacher Retirement System of Texas
Texas
$205K +$214K +10,045 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$201K +$532 +25 +0.3%
DZ Bank
33
DZ Bank
Germany
$194K +$202K +9,500 New
Morgan Stanley
34
Morgan Stanley
New York
$158K -$187K -8,805 -53%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$120K +$73.4K +3,450 +142%
MIM
36
MetLife Investment Management
New Jersey
$119K – – –
Barclays
37
Barclays
United Kingdom
$115K +$109K +5,105 +1,011%
JP Morgan Chase
38
JP Morgan Chase
New York
$114K +$2.55K +120 +2%
AIG
39
American International Group
New York
$98K +$1.38K +65 +1%
Deutsche Bank
40
Deutsche Bank
Germany
$92K -$15.4K -725 -14%
Legal & General Group
41
Legal & General Group
United Kingdom
$89K -$214K -10,060 -70%
Bank of America
42
Bank of America
North Carolina
$83K +$37.5K +1,765 +77%
Lazard Asset Management
43
Lazard Asset Management
New York
$69K – – –
DA
44
Denali Advisors
California
$41K – – –
AB
45
Amalgamated Bank
New York
$32K +$425 +20 +1%
TRCT
46
Tower Research Capital (TRC)
New York
$17K -$5.1K -240 -22%
AIP
47
Ameritas Investment Partners
Nebraska
$15K – – –
Canada Life
48
Canada Life
Manitoba, Canada
$15K – – –
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$14.2K – – –
CPFP
50
Clear Perspectives Financial Planning
Ohio
$10K – – –
1
2
3

USLM Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2022, worth a combined $151M — down 2.6% from $155M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of USLM and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.26M. The largest seller was Monarch Partners Asset Management, exiting entirely with an estimated $2.08M sold.

  • 62 institutional investors held United States Lime & Minerals (USLM) as of Q3 2022, down from 64 in Q2 2022.
  • Funds reported $151M of United States Lime & Minerals stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest United States Lime & Minerals buyer in Q3 2022 was Thrivent Financial for Lutherans, an estimated $2.26M added.
  • The largest United States Lime & Minerals seller in Q3 2022 was Monarch Partners Asset Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2022.