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United States Lime & Minerals
USLM

64 hedge funds and large institutions have $155M invested in United States Lime & Minerals in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 127.34% → 129.13% (+1.8%)

6% less funds holding

Funds holding: 68 → 64 (-4)

8% less capital invested

Capital invested by funds: $168M → $155M (-$12.9M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.58M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$677K
3
PA
Procyon Advisors
Connecticut
+$435K
4
Morgan Stanley
Morgan Stanley
New York
+$316K
5
WHG
Westwood Holdings Group
Texas
+$299K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$319K
2
Two Sigma Investments
Two Sigma Investments
New York
-$240K
3
Renaissance Technologies
Renaissance Technologies
New York
-$238K
4
State Street
State Street
Massachusetts
-$168K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$14.7K – – –
Barclays
52
Barclays
United Kingdom
$11K -$26.7K -1,180 -70%
CPFP
53
Clear Perspectives Financial Planning
Ohio
$11K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$11K +$6.34K +280 +117%
Wells Fargo
55
Wells Fargo
California
$5K -$43.1K -1,905 -88%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5K -$13K -575 -68%
CSB
57
City State Bank
Iowa
$3K – – –
Credit Agricole
58
Credit Agricole
France
$3K – – –
PA
59
Parallel Advisors
California
$3K – – –
CA
60
Clearstead Advisors
Ohio
$2K – – –
LPWM
61
Lake Point Wealth Management
Texas
$2K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
QCG
63
Quadrant Capital Group
Ohio
$1K – – –
RIM
64
Rockbridge Investment Management
New York
$423 – – –
Millennium Management
65
Millennium Management
New York
– -$319K -13,750 Closed
Two Sigma Investments
66
Two Sigma Investments
New York
– -$240K -10,330 Closed
UBS Group
67
UBS Group
Switzerland
– -$109K -4,715 Closed
Osaic Holdings
68
Osaic Holdings
Arizona
– -$26K -1,125 Closed
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
– -$16K -710 Closed
CAL
70
Capital Advisors Ltd
Ohio
– -$1K -25 Closed
1 2
3

USLM Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2022, worth a combined $155M — down 7.7% from $168M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of USLM and 3 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 14 added.

The largest buyer was Royce & Associates, adding an estimated $1.58M. The largest seller was Millennium Management, exiting entirely with an estimated $319K sold.

  • 64 institutional investors held United States Lime & Minerals (USLM) as of Q2 2022, down from 68 in Q1 2022.
  • Funds reported $155M of United States Lime & Minerals stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q2 2022 and 6 closed out, a net change of -3 holders.
  • The largest United States Lime & Minerals buyer in Q2 2022 was Royce & Associates, an estimated $1.58M added.
  • The largest United States Lime & Minerals seller in Q2 2022 was Millennium Management, an estimated $319K sold.

Based on aggregated 13F filings for Q2 2022.