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United States Lime & Minerals

127 hedge funds and large institutions have $580M invested in United States Lime & Minerals in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $447M → $580M (+$133M)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

12% more funds holding

Funds holding: 113127 (+14)

8.45% more ownership

Funds ownership: 131.28%139.73% (+8.5%)

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
44
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$725K +$663K +9,950 New
JP Morgan Chase
52
JP Morgan Chase
New York
$703K -$724K -10,870 -53%
Aviva
53
Aviva
United Kingdom
$648K +$592K +8,890 New
Stifel Financial
54
Stifel Financial
Missouri
$643K +$588K +8,830 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$638K
Bank of America
56
Bank of America
North Carolina
$614K +$410K +6,150 +270%
Barclays
57
Barclays
United Kingdom
$611K -$413K -6,200 -43%
NA
58
Navellier & Associates
Nevada
$594K -$4K -60 -0.7%
SO
59
STRS Ohio
Ohio
$583K -$99.9K -1,500 -16%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$562K -$72.9K -1,095 -12%
YIH
61
Y-Intercept (HK)
Hong Kong
$561K +$513K +7,705 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$496K +$72.3K +1,085 +19%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$495K +$12.3K +185 +3%
SVWAG
64
Sound View Wealth Advisors Group
Georgia
$483K -$66.6K -1,000 -13%
KFS
65
Kaizen Financial Strategies
California
$471K +$1.9M +28,550 New
MWM
66
Moran Wealth Management
Florida
$465K +$21.3K +320 +5%
MA
67
Minerva Advisors
Pennsylvania
$452K
TSS
68
Two Sigma Securities
New York
$448K +$410K +6,150 New
MIM
69
MetLife Investment Management
New Jersey
$446K +$65.6K +985 +19%
AA
70
ALPS Advisors
Colorado
$437K -$1.33K -20 -0.3%
Franklin Resources
71
Franklin Resources
California
$413K +$51.6K +775 +16%
CF
72
Corebridge Financial
Texas
$413K +$377K +5,665 New
AG
73
Algert Global
California
$397K +$86.9K +1,305 +31%
CG
74
Cynosure Group
Utah
$389K -$4.33K -65 -1%
OQS
75
Occudo Quantitative Strategies
Florida
$382K -$85.9K -1,290 -20%

USLM Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2024, worth a combined $580M — up 30% from $447M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new USLM positions and 12 closed out — a net gain of 16 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $19.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $22.7M.

  • 127 institutional investors held United States Lime & Minerals (USLM) as of Q2 2024, up from 113 in Q1 2024.
  • Funds reported $580M of United States Lime & Minerals stock for Q2 2024, up 30% quarter-over-quarter.
  • 28 funds opened new United States Lime & Minerals positions in Q2 2024 and 12 closed out, a net change of +16 holders.
  • The largest United States Lime & Minerals buyer in Q2 2024 was William Blair Investment Management, an estimated $19.3M added.
  • The largest United States Lime & Minerals seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2024.