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United States Lime & Minerals
USLM

71 hedge funds and large institutions have $177M invested in United States Lime & Minerals in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

18% more capital invested

Capital invested by funds: $151M → $177M (+$26.9M)

15% more funds holding

Funds holding: 62 → 71 (+9)

2.04% more ownership

Funds ownership: 129.96% → 132% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$973K
3
American Century Companies
American Century Companies
Missouri
+$493K
4
BlackRock
BlackRock
New York
+$375K
5
DZ Bank
DZ Bank
Germany
+$258K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.07M
2
MA
Minerva Advisors
Pennsylvania
-$554K
3
RA
Royce & Associates
New York
-$296K
4
Citadel Advisors
Citadel Advisors
Florida
-$224K
5
WHG
Westwood Holdings Group
Texas
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$351K +$197K +7,625 New
Goldman Sachs
27
Goldman Sachs
New York
$328K – – –
CS
28
Credit Suisse
Switzerland
$315K -$6.58K -255 -2%
JIR
29
James Investment Research
Ohio
$291K – – –
State Board of Administration of Florida Retirement System
30
State Board of Administration of Florida Retirement System
Florida
$290K – – –
Bank of America
31
Bank of America
North Carolina
$284K +$156K +6,055 +150%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$282K -$64.5K -2,500 -20%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$277K -$129 -5 -0.1%
Two Sigma Investments
34
Two Sigma Investments
New York
$252K +$231K +8,950 New
PAM
35
Panagora Asset Management
Massachusetts
$247K +$226K +8,765 New
Invesco
36
Invesco
Georgia
$242K +$222K +8,590 New
Morgan Stanley
37
Morgan Stanley
New York
$232K +$13.9K +540 +7%
JP Morgan Chase
38
JP Morgan Chase
New York
$229K +$64.6K +2,505 +45%
Barclays
39
Barclays
United Kingdom
$223K +$59.2K +2,295 +41%
Teacher Retirement System of Texas
40
Teacher Retirement System of Texas
Texas
$203K -$73.1K -2,835 -28%
MIM
41
MetLife Investment Management
New Jersey
$164K – – –
AIG
42
American International Group
New York
$135K -$387 -15 -0.3%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$131K -$31.2K -1,210 -21%
Legal & General Group
44
Legal & General Group
United Kingdom
$126K +$3.1K +120 +3%
Deutsche Bank
45
Deutsche Bank
Germany
$125K -$1.68K -65 -1%
Lazard Asset Management
46
Lazard Asset Management
New York
$96K – – –
UBS Group
47
UBS Group
Switzerland
$81.8K +$74.7K +2,895 +28,950%
FA
48
Fiduciary Alliance
South Carolina
$59.8K +$54.8K +2,125 New
DA
49
Denali Advisors
California
$56.3K – – –
AB
50
Amalgamated Bank
New York
$44K – – –
1
2
3

USLM Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2022, worth a combined $177M — up 18% from $151M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USLM positions and 1 closed out — a net gain of 9 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.14M. The largest seller was Renaissance Technologies, cutting an estimated $1.07M.

  • 71 institutional investors held United States Lime & Minerals (USLM) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $177M of United States Lime & Minerals stock for Q4 2022, up 18% quarter-over-quarter.
  • 10 funds opened new United States Lime & Minerals positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest United States Lime & Minerals buyer in Q4 2022 was Thrivent Financial for Lutherans, an estimated $2.14M added.
  • The largest United States Lime & Minerals seller in Q4 2022 was Renaissance Technologies, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2022.