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United States Lime & Minerals

67 hedge funds and large institutions have $229M invested in United States Lime & Minerals in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $177M → $229M (+$51.6M)

0.11% less ownership

Funds ownership: 132%131.89% (-0.11%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

6% less funds holding

Funds holding: 7167 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
22
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$413K +$412K +13,530 New
Morgan Stanley
27
Morgan Stanley
New York
$398K +$145K +4,770 +58%
Citadel Advisors
28
Citadel Advisors
Florida
$375K +$374K +12,285 New
CS
29
Credit Suisse
Switzerland
$355K +$13.1K +430 +4%
JIR
30
James Investment Research
Ohio
$316K
State Board of Administration of Florida Retirement System
31
State Board of Administration of Florida Retirement System
Florida
$311K -$3.05K -100 -1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$305K
Two Sigma Investments
33
Two Sigma Investments
New York
$287K +$13.7K +450 +5%
Invesco
34
Invesco
Georgia
$242K -$20.1K -660 -8%
JP Morgan Chase
35
JP Morgan Chase
New York
$239K -$8.07K -265 -3%
Bank of America
36
Bank of America
North Carolina
$227K -$81.6K -2,680 -27%
PAM
37
Panagora Asset Management
Massachusetts
$202K -$65.3K -2,145 -24%
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$201K -$19.5K -640 -9%
Deutsche Bank
39
Deutsche Bank
Germany
$198K +$62.6K +2,055 +46%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$194K +$51.6K +1,695 +36%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$193K -$107K -3,505 -36%
MIM
42
MetLife Investment Management
New Jersey
$178K
AIG
43
American International Group
New York
$149K +$2.89K +95 +2%
Legal & General Group
44
Legal & General Group
United Kingdom
$147K +$10.1K +330 +7%
UBS Group
45
UBS Group
Switzerland
$140K +$51.6K +1,695 +58%
SG Americas Securities
46
SG Americas Securities
New York
$139K +$139K +4,565 New
DA
47
Denali Advisors
California
$107K +$45.7K +1,500 +75%
Lazard Asset Management
48
Lazard Asset Management
New York
$104K
Wells Fargo
49
Wells Fargo
California
$58.9K +$58.5K +1,920 +38,400%
AB
50
Amalgamated Bank
New York
$41K -$6.85K -225 -14%

USLM Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2023, worth a combined $229M — up 29% from $177M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of USLM and 3 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was Diamond Hill Capital Management, adding an estimated $1.98M. The largest seller was Minerva Advisors, cutting an estimated $1.7M.

  • 67 institutional investors held United States Lime & Minerals (USLM) as of Q1 2023, down from 71 in Q4 2022.
  • Funds reported $229M of United States Lime & Minerals stock for Q1 2023, up 29% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q1 2023 and 6 closed out, a net change of -3 holders.
  • The largest United States Lime & Minerals buyer in Q1 2023 was Diamond Hill Capital Management, an estimated $1.98M added.
  • The largest United States Lime & Minerals seller in Q1 2023 was Minerva Advisors, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2023.