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United States Lime & Minerals

67 hedge funds and large institutions have $229M invested in United States Lime & Minerals in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $177M → $229M (+$51.6M)

0.11% less ownership

Funds ownership: 132%131.89% (-0.11%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

6% less funds holding

Funds holding: 7167 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
22
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$23.8K
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$23K -$19.5K -640 -45%
Canada Life
53
Canada Life
Manitoba, Canada
$22K
TRCT
54
Tower Research Capital (TRC)
New York
$18K +$8.22K +270 +89%
CPFP
55
Clear Perspectives Financial Planning
Ohio
$15.3K
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$14.5K -$6.7K -220 -32%
Citigroup
57
Citigroup
New York
$9.47K -$2.13K -70 -18%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$9.47K +$1.37K +45 +17%
FFA
59
Farther Finance Advisors
California
$4.73K
PA
60
Parallel Advisors
California
$4.43K
Credit Agricole
61
Credit Agricole
France
$4.28K
CSB
62
City State Bank
Iowa
$4K
CA
63
Clearstead Advisors
Ohio
$2.32K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$2K
QCG
65
Quadrant Capital Group
Ohio
$1.22K
C
66
Covestor
United Kingdom
$1K
Osaic Holdings
67
Osaic Holdings
Arizona
$763 +$152 +5 +25%
PA
68
Procyon Advisors
Connecticut
-$684K -24,290 Closed
WHG
69
Westwood Holdings Group
Texas
-$406K -14,410 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$328K -11,665 Closed
SVWAG
71
Sound View Wealth Advisors Group
Georgia
-$351K -7,625 Closed
FA
72
Fiduciary Alliance
South Carolina
-$59.8K -2,125 Closed
SSB
73
Sandy Spring Bank
Maryland
-$2.81K -100 Closed

USLM Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2023, worth a combined $229M — up 29% from $177M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of USLM and 3 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was Diamond Hill Capital Management, adding an estimated $1.98M. The largest seller was Minerva Advisors, cutting an estimated $1.7M.

  • 67 institutional investors held United States Lime & Minerals (USLM) as of Q1 2023, down from 71 in Q4 2022.
  • Funds reported $229M of United States Lime & Minerals stock for Q1 2023, up 29% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q1 2023 and 6 closed out, a net change of -3 holders.
  • The largest United States Lime & Minerals buyer in Q1 2023 was Diamond Hill Capital Management, an estimated $1.98M added.
  • The largest United States Lime & Minerals seller in Q1 2023 was Minerva Advisors, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2023.