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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
Credit Agricole
76
Credit Agricole
France
$5.63K – – –
CSB
77
City State Bank
Iowa
$5K – – –
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$4.22K +$4.37K +105 New
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$3.02K +$3.12K +75 New
Citigroup
80
Citigroup
New York
$2.41K -$138K -3,320 -98%
CCP
81
Carmel Capital Partners
California
$2.21K +$2.29K +55 New
QCG
82
Quadrant Capital Group
Ohio
$1.61K – – –
C
83
Covestor
United Kingdom
$1K -$208 -5 -33%
Osaic Holdings
84
Osaic Holdings
Arizona
$804 – – –
Federated Hermes
85
Federated Hermes
Pennsylvania
$402 +$416 +10 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
– -$252K -6,030 Closed
PAM
87
Panagora Asset Management
Massachusetts
– -$213K -5,105 Closed
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
– -$207K -4,965 Closed
Franklin Resources
89
Franklin Resources
California
– -$205K -4,895 Closed
FA
90
Fiduciary Alliance
South Carolina
– -$88.8K -2,125 Closed
MG
91
Mather Group
Illinois
– -$20.9K -500 Closed
VWM
92
Venturi Wealth Management
Texas
– -$1.88K -45 Closed
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.