We are live on ! Find out more
USLM icon

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
GC
101
Guidance Capital
Kentucky
$333K +$258K +3,212 New
Wells Fargo
102
Wells Fargo
California
$331K +$1.76K +22 +0.7%
ASRS
103
Arizona State Retirement System
Arizona
$321K +$7.46K +93 +3%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$316K +$22.1K +275 +10%
TSS
105
Two Sigma Securities
New York
$307K -$241K -3,008 -49%
LPL Financial
106
LPL Financial
California
$300K +$246K +3,069 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$277K +$7.14K +89 +3%
RGC
108
Roberts, Glore & Co
Illinois
$269K -$30.5K -380 -12%
Creative Planning
109
Creative Planning
Kansas
$258K +$212K +2,639 New
GWAG
110
Garrett Wealth Advisory Group
Texas
$244K +$201K +2,500 New
RJA
111
Raymond James & Associates
Florida
$226K +$185K +2,310 New
FA
112
Fiduciary Alliance
South Carolina
$208K +$171K +2,125 New
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$205K +$169K +2,100 New
SSA
114
Schonfeld Strategic Advisors
New York
$204K +$168K +2,092 New
TC
115
TownSquare Capital
Utah
$204K +$167K +2,086 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$196K +$59.2K +738 +58%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$159K +$33.5K +417 +35%
Canada Life
118
Canada Life
Manitoba, Canada
$150K
QT
119
Quantbot Technologies
New York
$136K +$97.3K +1,213 +693%
AIP
120
Ameritas Investment Partners
Nebraska
$99.1K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$97.7K +$80.2K +1,000 New
UCI
122
Uncommon Cents Investing
Wisconsin
$87.9K +$72.2K +900 New
Jones Financial Companies
123
Jones Financial Companies
Missouri
$53K
PA
124
Parallel Advisors
California
$51.4K +$481 +6 +1%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$49.1K +$241 +3 +0.6%

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.