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United States Lime & Minerals
USLM

85 hedge funds and large institutions have $307M invested in United States Lime & Minerals in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

9% more funds holding

Funds holding: 78 → 85 (+7)

1.42% more ownership

Funds ownership: 132.8% → 134.22% (+1.4%)

3% less capital invested

Capital invested by funds: $316M → $307M (-$8.64M)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.97M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.23M
3
Goldman Sachs
Goldman Sachs
New York
+$1.06M
4
Millennium Management
Millennium Management
New York
+$797K
5
BlackRock
BlackRock
New York
+$592K

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.44M
2
MA
Minerva Advisors
Pennsylvania
-$2.75M
3
RA
Royce & Associates
New York
-$722K
4
Renaissance Technologies
Renaissance Technologies
New York
-$520K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
DZ Bank
26
DZ Bank
Germany
$784K – – –
Teacher Retirement System of Texas
27
Teacher Retirement System of Texas
Texas
$737K +$481K +11,555 +171%
Morgan Stanley
28
Morgan Stanley
New York
$734K +$59.9K +1,440 +9%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$614K +$17.5K +420 +3%
SO
30
STRS Ohio
Ohio
$562K -$20.8K -500 -3%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$544K – – –
DA
32
Denali Advisors
California
$523K -$229K -5,500 -30%
Two Sigma Investments
33
Two Sigma Investments
New York
$519K +$128K +3,070 +31%
JP Morgan Chase
34
JP Morgan Chase
New York
$514K -$98.8K -2,375 -16%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$496K -$45.1K -1,085 -8%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$485K +$208K +5,005 +71%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$422K +$62.4K +1,500 +17%
Legal & General Group
38
Legal & General Group
United Kingdom
$419K -$2.7K -65 -0.6%
JIR
39
James Investment Research
Ohio
$416K – – –
CS
40
Credit Suisse
Switzerland
$405K +$31.6K +760 +8%
OQS
41
Occudo Quantitative Strategies
Florida
$377K +$390K +9,380 New
JF
42
Jump Financial
Illinois
$375K +$179K +4,305 +86%
Barclays
43
Barclays
United Kingdom
$364K -$8.74K -210 -2%
QC
44
Quadrature Capital
United Kingdom
$359K -$79.5K -1,910 -18%
MC
45
Moors & Cabot
Massachusetts
$335K +$208 +5 +0.1%
KPWS
46
Kestra Private Wealth Services
Texas
$313K +$324K +7,785 New
AA
47
ALPS Advisors
Colorado
$310K +$320K +7,700 New
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$307K -$5.2K -125 -2%
UBS Group
49
UBS Group
Switzerland
$283K -$80.5K -1,935 -22%
Bank of America
50
Bank of America
North Carolina
$277K +$83.6K +2,010 +41%
1
2
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USLM Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2023, worth a combined $307M — down 2.7% from $316M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USLM positions and 7 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Invesco, adding an estimated $8.97M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $8.44M.

  • 85 institutional investors held United States Lime & Minerals (USLM) as of Q3 2023, up from 78 in Q2 2023.
  • Funds reported $307M of United States Lime & Minerals stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 14 funds opened new United States Lime & Minerals positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest United States Lime & Minerals buyer in Q3 2023 was Invesco, an estimated $8.97M added.
  • The largest United States Lime & Minerals seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $8.44M sold.

Based on aggregated 13F filings for Q3 2023.