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United States Lime & Minerals

65 hedge funds and large institutions have $195M invested in United States Lime & Minerals in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $175M → $195M (+$20.1M)

10% more funds holding

Funds holding: 5965 (+6)

7.17% less ownership

Funds ownership: 136.42%129.25% (-7.2%)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$21K -$34.6K -1,280 -62%
AIP
52
Ameritas Investment Partners
Nebraska
$21K
Canada Life
53
Canada Life
Manitoba, Canada
$20K
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$15K -$34.2K -1,265 -72%
MAM
55
Meeder Asset Management
Ohio
$14K +$13.9K +515 New
TRCT
56
Tower Research Capital (TRC)
New York
$7K -$111K -4,110 -94%
PA
57
Parallel Advisors
California
$4K
RF
58
Robbins Farley
New Hampshire
$4K +$3.38K +125 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$3K
CA
60
Clearstead Advisors
Ohio
$2K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K
QCG
62
Quadrant Capital Group
Ohio
$1K
RIM
63
Rockbridge Investment Management
New York
$1K +$1.22K +45 New
AIG
64
American International Group
New York
$156 +$405 +15 +0.3%
ZCM
65
Zebra Capital Management
Connecticut
-$274K -11,995 Closed
CS
66
Credit Suisse
Switzerland
-$235K -10,340 Closed
AllianceBernstein
67
AllianceBernstein
Tennessee
-$228K -10,000 Closed
PWPS
68
Pinnacle Wealth Planning Services
Ohio
-$23K -1,005 Closed
CSC
69
Cove Street Capital
California
-$23K -1,000 Closed
GLLW
70
Graves Light Lenhart Wealth
Virginia
-$1K -55 Closed
HI
71
Harbour Investments
Wisconsin
+$270 +10 New

USLM Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2021, worth a combined $195M — up 11% from $175M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new USLM positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $2.82M. The largest seller was Minerva Advisors, cutting an estimated $9.43M.

  • 65 institutional investors held United States Lime & Minerals (USLM) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $195M of United States Lime & Minerals stock for Q1 2021, up 11% quarter-over-quarter.
  • 12 funds opened new United States Lime & Minerals positions in Q1 2021 and 6 closed out, a net change of +6 holders.
  • The largest United States Lime & Minerals buyer in Q1 2021 was BlackRock, an estimated $2.82M added.
  • The largest United States Lime & Minerals seller in Q1 2021 was Minerva Advisors, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2021.