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United States Lime & Minerals
USLM

85 hedge funds and large institutions have $307M invested in United States Lime & Minerals in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

9% more funds holding

Funds holding: 78 → 85 (+7)

1.42% more ownership

Funds ownership: 132.8% → 134.22% (+1.4%)

3% less capital invested

Capital invested by funds: $316M → $307M (-$8.64M)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.97M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.23M
3
Goldman Sachs
Goldman Sachs
New York
+$1.06M
4
Millennium Management
Millennium Management
New York
+$797K
5
BlackRock
BlackRock
New York
+$592K

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.44M
2
MA
Minerva Advisors
Pennsylvania
-$2.75M
3
RA
Royce & Associates
New York
-$722K
4
Renaissance Technologies
Renaissance Technologies
New York
-$520K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$253K -$832 -20 -0.3%
Deutsche Bank
52
Deutsche Bank
Germany
$252K +$832 +20 +0.3%
NA
53
Navellier & Associates
Nevada
$247K +$256K +6,150 New
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$244K +5,870 New
MIM
55
MetLife Investment Management
New Jersey
$235K – – –
WG
56
Winton Group
United Kingdom
$228K +$236K +5,675 New
UBS AM
57
UBS AM
Illinois
$226K +$233K +5,610 New
Lazard Asset Management
58
Lazard Asset Management
New York
$212K +$61.8K +1,485 +39%
AIG
59
American International Group
New York
$206K +$7.7K +185 +4%
SCP
60
Seizert Capital Partners
Michigan
$205K -$26.2K -630 -11%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$104K +$108K +2,595 New
QT
62
Quantbot Technologies
New York
$102K +$106K +2,545 New
Wells Fargo
63
Wells Fargo
California
$82.7K -$93.2K -2,240 -52%
AB
64
Amalgamated Bank
New York
$63K – – –
Canada Life
65
Canada Life
Manitoba, Canada
$62K +$64.1K +1,540 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$60K +$26.8K +645 +76%
AIP
67
Ameritas Investment Partners
Nebraska
$40.8K +$9.78K +235 +30%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$22.7K – – –
PA
69
Parallel Advisors
California
$21.5K +$16.2K +390 +269%
TRCT
70
Tower Research Capital (TRC)
New York
$17.7K +$208 +5 +1%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$14.5K +$624 +15 +4%
TWC
72
TD Waterhouse Canada
Ontario, Canada
$11.2K – – –
S
73
SignatureFD
Georgia
$9.45K +$4.16K +100 +74%
FFA
74
Farther Finance Advisors
California
$6.23K – – –
CA
75
Clearstead Advisors
Ohio
$6.12K +$3.12K +75 +100%
1 2
3
4

USLM Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2023, worth a combined $307M — down 2.7% from $316M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USLM positions and 7 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Invesco, adding an estimated $8.97M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $8.44M.

  • 85 institutional investors held United States Lime & Minerals (USLM) as of Q3 2023, up from 78 in Q2 2023.
  • Funds reported $307M of United States Lime & Minerals stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 14 funds opened new United States Lime & Minerals positions in Q3 2023 and 7 closed out, a net change of +7 holders.
  • The largest United States Lime & Minerals buyer in Q3 2023 was Invesco, an estimated $8.97M added.
  • The largest United States Lime & Minerals seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $8.44M sold.

Based on aggregated 13F filings for Q3 2023.