We are live on ! Find out more
USLM icon

United States Lime & Minerals

71 hedge funds and large institutions have $177M invested in United States Lime & Minerals in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

18% more capital invested

Capital invested by funds: $151M → $177M (+$26.9M)

15% more funds holding

Funds holding: 6271 (+9)

2.04% more ownership

Funds ownership: 129.96%132% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$40K +$27.9K +1,080 +322%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$33.3K +$35.1K +1,360 +0.1%
AIP
53
Ameritas Investment Partners
Nebraska
$22.7K
Canada Life
54
Canada Life
Manitoba, Canada
$21K
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$19.6K
CPFP
56
Clear Perspectives Financial Planning
Ohio
$14.1K
SBL
57
Sargent Bickham Lagudis
Colorado
$14.1K +$12.9K +500 New
Citigroup
58
Citigroup
New York
$10.7K -$1.42K -55 -13%
TRCT
59
Tower Research Capital (TRC)
New York
$9K -$14.2K -550 -64%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$7.46K -$3.48K -135 -34%
FFA
61
Farther Finance Advisors
California
$4.36K +$4K +155 New
PA
62
Parallel Advisors
California
$4.08K
CSB
63
City State Bank
Iowa
$4K
Credit Agricole
64
Credit Agricole
France
$3.94K
SSB
65
Sandy Spring Bank
Maryland
$2.81K +$2.58K +100 New
CA
66
Clearstead Advisors
Ohio
$2.14K
QCG
67
Quadrant Capital Group
Ohio
$1.13K
C
68
Covestor
United Kingdom
$1K -$129 -5 -25%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1K
Osaic Holdings
70
Osaic Holdings
Arizona
$1K +$516 +20 New
Wells Fargo
71
Wells Fargo
California
$141 -$4K -155 -97%
Citadel Advisors
72
Citadel Advisors
Florida
-$224K -10,960 Closed

USLM Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2022, worth a combined $177M — up 18% from $151M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USLM positions and 1 closed out — a net gain of 9 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.14M. The largest seller was Renaissance Technologies, cutting an estimated $1.07M.

  • 71 institutional investors held United States Lime & Minerals (USLM) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $177M of United States Lime & Minerals stock for Q4 2022, up 18% quarter-over-quarter.
  • 10 funds opened new United States Lime & Minerals positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest United States Lime & Minerals buyer in Q4 2022 was Thrivent Financial for Lutherans, an estimated $2.14M added.
  • The largest United States Lime & Minerals seller in Q4 2022 was Renaissance Technologies, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2022.