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United States Lime & Minerals

155 hedge funds and large institutions have $762M invested in United States Lime & Minerals in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

31% more capital invested

Capital invested by funds: $580M → $762M (+$182M)

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

22% more funds holding

Funds holding: 127155 (+28)

112.45% less ownership

Funds ownership: 139.73%27.29% (-112%)

Holders
155
Holders Change
+28
Holders Change %
+22.05%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
54
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
51
James Investment Research
Ohio
$1.01M
KOC
52
Koss-Olinger Consulting
Florida
$968K -$39.2K -488 -5%
EA
53
Ellsworth Advisors
Ohio
$942K -$40K -499 -5%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$906K +$42.1K +525 +6%
AllianceBernstein
55
AllianceBernstein
Tennessee
$884K -$80.2K -1,000 -10%
HF
56
HRT Financial
New York
$855K +$703K +8,756 New
Bank of America
57
Bank of America
North Carolina
$849K +$21.3K +266 +3%
MWM
58
Moran Wealth Management
Florida
$784K +$132K +1,640 +26%
CG
59
Cynosure Group
Utah
$767K +$202K +2,520 +47%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$757K +$2.73K +34 +0.4%
Aviva
61
Aviva
United Kingdom
$751K -$96.1K -1,197 -13%
AG
62
Algert Global
California
$747K +$177K +2,200 +40%
UBS Group
63
UBS Group
Switzerland
$742K +$193K +2,408 +46%
Stifel Financial
64
Stifel Financial
Missouri
$706K -$128K -1,597 -18%
SO
65
STRS Ohio
Ohio
$693K -$72.2K -900 -11%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$646K -$14.8K -185 -3%
Norges Bank
67
Norges Bank
Norway
$645K -$1.48M -18,400 -74%
TI
68
Tidal Investments
Wisconsin
$640K +$526K +6,557 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$634K -$25.4K -316 -5%
OQS
70
Occudo Quantitative Strategies
Florida
$620K +$88.8K +1,106 +21%
Franklin Resources
71
Franklin Resources
California
$612K +$29.4K +366 +6%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$609K +$160K +2,000 +47%
MA
73
Minerva Advisors
Pennsylvania
$608K
YMRC
74
Yorktown Management & Research Company
Virginia
$608K +$169K +2,100 +51%
MIM
75
MetLife Investment Management
New Jersey
$598K

USLM Hedge Fund Activity: Q3 2024 in Review

155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2024, worth a combined $762M — up 31% from $580M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USLM positions and 11 closed out — a net gain of 28 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $18M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 155 institutional investors held United States Lime & Minerals (USLM) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $762M of United States Lime & Minerals stock for Q3 2024, up 31% quarter-over-quarter.
  • 39 funds opened new United States Lime & Minerals positions in Q3 2024 and 11 closed out, a net change of +28 holders.
  • The largest United States Lime & Minerals buyer in Q3 2024 was Select Equity Group, an estimated $18M added.
  • The largest United States Lime & Minerals seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.