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United States Lime & Minerals

71 hedge funds and large institutions have $177M invested in United States Lime & Minerals in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

18% more capital invested

Capital invested by funds: $151M → $177M (+$26.9M)

15% more funds holding

Funds holding: 6271 (+9)

2.04% more ownership

Funds ownership: 129.96%132% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
21
Closed
1
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
$50.5M +$2.14M +82,920 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$23.8M -$1.07M -41,500 -5%
BlackRock
3
BlackRock
New York
$22.9M +$375K +14,555 +2%
RA
4
Royce & Associates
New York
$22.4M -$296K -11,480 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.8M +$41.3K +1,600 +0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.68M +$10.7K +415 +0.2%
State Street
7
State Street
Massachusetts
$5.62M -$81K -3,140 -2%
MA
8
Minerva Advisors
Pennsylvania
$5.35M -$554K -21,495 -10%
NSIM
9
North Star Investment Management
Illinois
$3.33M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.11M +$973K +37,710 +52%
Northern Trust
11
Northern Trust
Illinois
$2.98M -$104K -4,040 -4%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$2.69M -$15.1K -585 -0.6%
Charles Schwab
13
Charles Schwab
California
$2.12M +$87.6K +3,395 +5%
CCMINC
14
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.81M +$32.8K +1,270 +2%
HIMC
15
Heritage Investors Management Corp
Maryland
$1.51M -$12.1K -470 -0.9%
Swiss National Bank
16
Swiss National Bank
Switzerland
$760K
N
17
Nuveen
North Carolina
$740K -$59.3K -2,300 -8%
PA
18
Procyon Advisors
Connecticut
$684K +$42.3K +1,640 +7%
MC
19
Moors & Cabot
Massachusetts
$591K
DZ Bank
20
DZ Bank
Germany
$549K +$258K +10,000 +105%
American Century Companies
21
American Century Companies
Missouri
$539K +$493K +19,130 New
SO
22
STRS Ohio
Ohio
$534K
WHG
23
Westwood Holdings Group
Texas
$406K -$188K -7,290 -34%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$398K +$4.38K +170 +1%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$392K +$4K +155 +1%

USLM Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2022, worth a combined $177M — up 18% from $151M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new USLM positions and 1 closed out — a net gain of 9 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.14M. The largest seller was Renaissance Technologies, cutting an estimated $1.07M.

  • 71 institutional investors held United States Lime & Minerals (USLM) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $177M of United States Lime & Minerals stock for Q4 2022, up 18% quarter-over-quarter.
  • 10 funds opened new United States Lime & Minerals positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest United States Lime & Minerals buyer in Q4 2022 was Thrivent Financial for Lutherans, an estimated $2.14M added.
  • The largest United States Lime & Minerals seller in Q4 2022 was Renaissance Technologies, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2022.