United States Lime & Minerals
USLM
78 hedge funds and large institutions have $316M invested in United States Lime & Minerals in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
38% more capital invested
Capital invested by funds: $229M → $316M (+$86.6M)
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
16% more funds holding
Funds holding: 67 → 78 (+11)
0.91% more ownership
Funds ownership: 131.89% → 132.8% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTAS
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
+$1.44M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$772K |
| 3 |
AIS
AM Investment Strategies
Chattanooga,
Tennessee
|
+$700K |
| 4 |
DA
Denali Advisors
San Diego,
California
|
+$525K |
| 5 |
Millennium Management
New York
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 2 |
RA
Royce & Associates
New York
|
-$1.33M |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$444K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$431K |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
76
Quadrant Capital Group
Cincinnati,
Ohio
| $1.67K | – | – | – |
|
|
C
77
Covestor
London,
United Kingdom
| $1K | – | – | – |
|
78
Osaic Holdings
Scottsdale,
Arizona
| $835 | -$175 | -5 | -20% |
|
79
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| – | -$311K | -10,185 | Closed |
|
80
SG Americas Securities
New York
| – | -$139K | -4,565 | Closed |
|
81
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$22K | -755 | Closed |
|
82
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -50 | Closed |
|
USLM Hedge Fund Activity: Q2 2023 in Review
78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2023, worth a combined $316M — up 38% from $229M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USLM positions and 4 closed out — a net gain of 12 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Linden Thomas Advisory Services, opening a new position worth an estimated $1.44M. The largest seller was Minerva Advisors, cutting an estimated $1.68M.
- 78 institutional investors held United States Lime & Minerals (USLM) as of Q2 2023, up from 67 in Q1 2023.
- Funds reported $316M of United States Lime & Minerals stock for Q2 2023, up 38% quarter-over-quarter.
- 16 funds opened new United States Lime & Minerals positions in Q2 2023 and 4 closed out, a net change of +12 holders.
- The largest United States Lime & Minerals buyer in Q2 2023 was Linden Thomas Advisory Services, an estimated $1.44M added.
- The largest United States Lime & Minerals seller in Q2 2023 was Minerva Advisors, an estimated $1.68M sold.
Based on aggregated 13F filings for Q2 2023.