We are live on ! Find out more
USLM icon

United States Lime & Minerals
USLM

62 hedge funds and large institutions have $151M invested in United States Lime & Minerals in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0.83% more ownership

Funds ownership: 129.13% → 129.96% (+0.83%)

3% less capital invested

Capital invested by funds: $155M → $151M (-$4.03M)

3% less funds holding

Funds holding: 64 → 62 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
24
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.26M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$1.3M
3
RA
Royce & Associates
New York
+$893K
4
MA
Minerva Advisors
Pennsylvania
+$357K
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$214K

Top Sellers

Rank Fund Capital Flow
1
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.08M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.54M
3
BlackRock
BlackRock
New York
-$288K
4
GTCM
Gyon Technologies Capital Management
New Jersey
-$278K
5
PAM
Panagora Asset Management
Massachusetts
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$9K -$28.9K -1,360 -76%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$8K -$2.55K -120 -23%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$7K +$1.38K +65 +24%
Wells Fargo
54
Wells Fargo
California
$3K -$2.02K -95 -37%
CSB
55
City State Bank
Iowa
$3K – – –
Credit Agricole
56
Credit Agricole
France
$3K – – –
PA
57
Parallel Advisors
California
$3K – – –
CA
58
Clearstead Advisors
Ohio
$2K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
QCG
60
Quadrant Capital Group
Ohio
$1K – – –
MPAM
61
Monarch Partners Asset Management
Massachusetts
– -$2.08M -98,695 Closed
GTCM
62
Gyon Technologies Capital Management
New Jersey
– -$278K -13,160 Closed
PAM
63
Panagora Asset Management
Massachusetts
– -$276K -13,045 Closed
C
64
Covestor
United Kingdom
– -$50.6K -2,380 -99%
RIM
65
Rockbridge Investment Management
New York
– -$423 -20 Closed
UBS Group
66
UBS Group
Switzerland
– +$213 +10 New
1 2
3

USLM Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2022, worth a combined $151M — down 2.6% from $155M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of USLM and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.26M. The largest seller was Monarch Partners Asset Management, exiting entirely with an estimated $2.08M sold.

  • 62 institutional investors held United States Lime & Minerals (USLM) as of Q3 2022, down from 64 in Q2 2022.
  • Funds reported $151M of United States Lime & Minerals stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest United States Lime & Minerals buyer in Q3 2022 was Thrivent Financial for Lutherans, an estimated $2.26M added.
  • The largest United States Lime & Minerals seller in Q3 2022 was Monarch Partners Asset Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2022.