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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
UBS Group
76
UBS Group
Switzerland
$378K -$446K -6,690 -56%
CIM
77
Contravisory Investment Management
Massachusetts
$367K -$11.7K -175 -3%
DFCM
78
Dark Forest Capital Management
Puerto Rico
$358K -$186K -2,790 -36%
ETC
79
Exchange Traded Concepts
Oklahoma
$354K -$75.3K -1,130 -19%
KPWS
80
Kestra Private Wealth Services
Texas
$349K -$92.6K -1,390 -22%
TSMHT
81
Thurston Springer Miller Herd & Titak
Indiana
$342K +$313K +4,695 New
Principal Financial Group
82
Principal Financial Group
Iowa
$334K +$27.6K +415 +10%
Citigroup
83
Citigroup
New York
$331K +$47.6K +715 +19%
Deutsche Bank
84
Deutsche Bank
Germany
$330K -$23.6K -355 -7%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$315K
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$308K -$148K -2,225 -34%
YMRC
87
Yorktown Management & Research Company
Virginia
$300K +$275K +4,125 New
KWM
88
Kingsview Wealth Management
Oregon
$292K -$63K -945 -19%
JF
89
Jump Financial
Illinois
$291K -$133K -2,000 -33%
Ameriprise
90
Ameriprise
Minnesota
$280K +$256K +3,850 New
I
91
InceptionR
California
$262K +$240K +3,600 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$259K +$7.66K +115 +3%
MC
93
Moors & Cabot
Massachusetts
$259K -$1.67K -25 -0.7%
Wells Fargo
94
Wells Fargo
California
$245K +$19K +285 +9%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$241K +$220K +3,300 New
ASRS
96
Arizona State Retirement System
Arizona
$233K +$213K +3,195 New
RGC
97
Roberts, Glore & Co
Illinois
$228K +$209K +3,135 New
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$207K +$190K +2,845 New
HSBC Holdings
99
HSBC Holdings
United Kingdom
$204K -$1.18M -17,785 -86%
TRCT
100
Tower Research Capital (TRC)
New York
$191K +$167K +2,510 +2,282%

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.