United States Lime & Minerals
USLM
104 hedge funds and large institutions have $358M invested in United States Lime & Minerals in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
22% more funds holding
Funds holding: 85 → 104 (+19)
17% more capital invested
Capital invested by funds: $307M → $358M (+$50.7M)
2% more ownership
Funds ownership: 134.22% → 136.22% (+2%)
3% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.87M |
| 2 |
BlackRock
New York
|
+$2.35M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.21M |
| 4 |
Morgan Stanley
New York
|
+$2.13M |
| 5 |
State Street
Boston,
Massachusetts
|
+$601K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.63M |
| 2 |
Millennium Management
New York
|
-$1.31M |
| 3 |
Bank of New York Mellon
New York
|
-$970K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$852K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$636K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
101
Covestor
London,
United Kingdom
| $1K | – | – | – |
|
|
RIM
102
Rockbridge Investment Management
Syracuse,
New York
| $922 | +$847 | +20 | New |
|
103
Osaic Holdings
Scottsdale,
Arizona
| $460 | -$423 | -10 | -50% |
|
|
104
Millennium Management
New York
| – | -$1.31M | -32,570 | Closed |
|
|
SCP
105
Seizert Capital Partners
Birmingham,
Michigan
| – | -$205K | -5,105 | Closed |
|
106
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$4.22K | -105 | Closed |
|
|
CCP
107
Carmel Capital Partners
San Diego,
California
| – | -$2.21K | -55 | Closed |
|
108
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$402 | -10 | Closed |
|
109
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$212 | +5 | New |
|
USLM Hedge Fund Activity: Q4 2023 in Review
104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2023, worth a combined $358M — up 17% from $307M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new USLM positions and 5 closed out — a net gain of 19 holders — while 31 added to existing stakes and 32 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $3.87M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.63M.
- 104 institutional investors held United States Lime & Minerals (USLM) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $358M of United States Lime & Minerals stock for Q4 2023, up 17% quarter-over-quarter.
- 24 funds opened new United States Lime & Minerals positions in Q4 2023 and 5 closed out, a net change of +19 holders.
- The largest United States Lime & Minerals buyer in Q4 2023 was First Trust Advisors, an estimated $3.87M added.
- The largest United States Lime & Minerals seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $7.63M sold.
Based on aggregated 13F filings for Q4 2023.