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United States Lime & Minerals

78 hedge funds and large institutions have $316M invested in United States Lime & Minerals in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

38% more capital invested

Capital invested by funds: $229M → $316M (+$86.6M)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

16% more funds holding

Funds holding: 6778 (+11)

0.91% more ownership

Funds ownership: 131.89%132.8% (+0.91%)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$634K +$257K +7,330 +94%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$620K -$25.4K -725 -5%
SO
28
STRS Ohio
Ohio
$605K -$123K -3,500 -19%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$565K
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$561K -$10.7K -305 -2%
Millennium Management
31
Millennium Management
New York
$561K +$470K +13,420 New
Invesco
32
Invesco
Georgia
$544K +$179K +5,100 +64%
Goldman Sachs
33
Goldman Sachs
New York
$508K +$426K +12,165 New
QC
34
Quadrature Capital
United Kingdom
$450K +$379K +10,815 New
Legal & General Group
35
Legal & General Group
United Kingdom
$438K +$198K +5,665 +118%
JIR
36
James Investment Research
Ohio
$432K
Two Sigma Investments
37
Two Sigma Investments
New York
$411K +$15.2K +435 +5%
CS
38
Credit Suisse
Switzerland
$389K -$80.9K -2,310 -20%
Barclays
39
Barclays
United Kingdom
$387K -$254K -7,255 -44%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$376K -$35K -1,000 -10%
UBS Group
41
UBS Group
Switzerland
$375K +$153K +4,365 +95%
MC
42
Moors & Cabot
Massachusetts
$348K -$444K -12,680 -60%
SVWAG
43
Sound View Wealth Advisors Group
Georgia
$324K +$271K +7,750 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$295K +$24.2K +690 +11%
Teacher Retirement System of Texas
45
Teacher Retirement System of Texas
Texas
$283K +$7.18K +205 +3%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$264K -$175 -5 -0.1%
Deutsche Bank
47
Deutsche Bank
Germany
$261K -$7.88K -225 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$252K +$211K +6,030 New
MIM
49
MetLife Investment Management
New Jersey
$244K
SCP
50
Seizert Capital Partners
Michigan
$240K +$201K +5,735 New

USLM Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2023, worth a combined $316M — up 38% from $229M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new USLM positions and 4 closed out — a net gain of 12 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Linden Thomas Advisory Services, opening a new position worth an estimated $1.44M. The largest seller was Minerva Advisors, cutting an estimated $1.68M.

  • 78 institutional investors held United States Lime & Minerals (USLM) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $316M of United States Lime & Minerals stock for Q2 2023, up 38% quarter-over-quarter.
  • 16 funds opened new United States Lime & Minerals positions in Q2 2023 and 4 closed out, a net change of +12 holders.
  • The largest United States Lime & Minerals buyer in Q2 2023 was Linden Thomas Advisory Services, an estimated $1.44M added.
  • The largest United States Lime & Minerals seller in Q2 2023 was Minerva Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2023.