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United States Lime & Minerals

206 hedge funds and large institutions have $1.05B invested in United States Lime & Minerals in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 11

37% more capital invested

Capital invested by funds: $762M → $1.05B (+$286M)

33% more funds holding

Funds holding: 155206 (+51)

23% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $863K

0.32% more ownership

Funds ownership: 27.29%27.6% (+0.32%)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
206
Holders Change
+51
Holders Change %
+32.9%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
63
Increased
62
Reduced
63
Closed
11
Calls
$1.06M
Puts
$863K
Net Calls
+$199K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
126
HRT Financial
New York
$342K -$783K -6,177 -71%
Squarepoint
127
Squarepoint
New York
$334K +$319K +2,516 New
GWAG
128
Garrett Wealth Advisory Group
Texas
$332K
KK
129
KLP Kapitalforvaltning
Norway
$332K +$317K +2,500 New
ONB
130
Old National Bancorp
Indiana
$332K +$317K +2,500 New
CFP
131
Comprehensive Financial Planning
Pennsylvania
$330K +$316K +2,489 New
TC
132
TownSquare Capital
Utah
$329K +$49.8K +393 +19%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$327K +$46.4K +366 +17%
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$327K +$313K +2,465 New
BCI
135
Brinker Capital Investments
Pennsylvania
$306K +$292K +2,305 New
OPS
136
Orion Portfolio Solutions
Nebraska
$306K +$292K +2,305 New
RGC
137
Roberts, Glore & Co
Illinois
$305K -$57.7K -455 -17%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$298K -$111K -878 -28%
SOS
139
Silver Oak Securities
Tennessee
$291K +$274K +2,159 New
LPL Financial
140
LPL Financial
California
$288K -$114K -896 -29%
FA
141
Fiduciary Alliance
South Carolina
$282K
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$279K +$266K +2,100 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$274K +$7.99K +63 +3%
DFG
144
Delta Financial Group
New Jersey
$265K +$254K +2,000 New
EAM
145
Empirical Asset Management
Massachusetts
$256K +$245K +1,930 New
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$250K +$239K +1,885 New
KWM
147
Kingsview Wealth Management
Oregon
$246K -$216K -1,706 -48%
XT
148
XTX Topco
Cayman Islands
$237K +$227K +1,788 New
Ameriprise
149
Ameriprise
Minnesota
$235K +$225K +1,771 New
SIG
150
Stonegate Investment Group
Alabama
$234K +$224K +1,765 New

USLM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2024, worth a combined $1.05B — up 37% from $762M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new USLM positions and 11 closed out — a net gain of 52 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $50.6M.

  • 206 institutional investors held United States Lime & Minerals (USLM) as of Q4 2024, up from 155 in Q3 2024.
  • Funds reported $1.05B of United States Lime & Minerals stock for Q4 2024, up 37% quarter-over-quarter.
  • 63 funds opened new United States Lime & Minerals positions in Q4 2024 and 11 closed out, a net change of +52 holders.
  • The largest United States Lime & Minerals buyer in Q4 2024 was Goldman Sachs, an estimated $19.1M added.
  • The largest United States Lime & Minerals seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2024.