We are live on ! Find out more
USLM icon

United States Lime & Minerals

61 hedge funds and large institutions have $202M invested in United States Lime & Minerals in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $195M → $202M (+$6.8M)

0.93% less ownership

Funds ownership: 129.25%128.32% (-0.93%)

6% less funds holding

Funds holding: 6561 (-4)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$43.5M +$1.94M +68,955 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$33.3M -$901K -32,025 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$28.5M -$371K -13,170 -1%
BlackRock
4
BlackRock
New York
$27.8M -$391K -13,895 -1%
RA
5
Royce & Associates
New York
$14M -$760K -27,000 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13M +$435K +15,465 +3%
MA
7
Minerva Advisors
Pennsylvania
$5.5M
State Street
8
State Street
Massachusetts
$5.31M +$46.3K +1,645 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.22M +$562K +19,990 +12%
Northern Trust
10
Northern Trust
Illinois
$3.39M -$127K -4,510 -4%
NSIM
11
North Star Investment Management
Illinois
$3.31M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.28M +$23.1K +820 +1%
Charles Schwab
13
Charles Schwab
California
$1.93M +$8.44K +300 +0.4%
MPAM
14
Monarch Partners Asset Management
Massachusetts
$1.68M +$650K +23,115 +62%
CCMINC
15
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.51M +$2.11K +75 +0.1%
HIMC
16
Heritage Investors Management Corp
Maryland
$1.5M
N
17
Nuveen
North Carolina
$1.13M -$69.6K -2,475 -6%
Swiss National Bank
18
Swiss National Bank
Switzerland
$695K -$14.1K -500 -2%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$690K +$698K +24,795 New
Citadel Advisors
20
Citadel Advisors
Florida
$666K +$219K +7,775 +48%
ETC
21
Exchange Traded Concepts
Oklahoma
$518K +$524K +18,625 New
SO
22
STRS Ohio
Ohio
$500K +$42.2K +1,500 +9%
Goldman Sachs
23
Goldman Sachs
New York
$443K +$220K +7,805 +96%
EA
24
Ellsworth Advisors
Ohio
$439K +$92.2K +3,275 +26%
IA
25
IndexIQ Advisors
New York
$421K +$7.17K +255 +2%

USLM Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2021, worth a combined $202M — up 3.5% from $195M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of USLM and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.94M. The largest seller was Franklin Resources, exiting entirely with an estimated $1.2M sold.

  • 61 institutional investors held United States Lime & Minerals (USLM) as of Q2 2021, down from 65 in Q1 2021.
  • Funds reported $202M of United States Lime & Minerals stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 5 funds opened new United States Lime & Minerals positions in Q2 2021 and 9 closed out, a net change of -4 holders.
  • The largest United States Lime & Minerals buyer in Q2 2021 was Thrivent Financial for Lutherans, an estimated $1.94M added.
  • The largest United States Lime & Minerals seller in Q2 2021 was Franklin Resources, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2021.