United States Lime & Minerals
USLM
67 hedge funds and large institutions have $229M invested in United States Lime & Minerals in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 6 closing their positions.
29% more capital invested
Capital invested by funds: $177M → $229M (+$51.6M)
20.78% more ownership
Funds ownership: 111.11% → 131.89% (+21%)
4% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 23
4% less funds holding
Funds holding: 70 → 67 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$1.98M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.81M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$781K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$412K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$1.7M |
| 2 |
RA
Royce & Associates
New York
|
-$1.04M |
| 3 |
BlackRock
New York
|
-$910K |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$684K |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$406K |
USLM Hedge Fund Activity: Q1 2023 in Review
67 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q1 2023, worth a combined $229M — up 29% from $177M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of USLM and 4 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 22 added.
The largest buyer was Diamond Hill Capital Management, adding an estimated $1.98M. The largest seller was Minerva Advisors, cutting an estimated $1.7M.
- 67 institutional investors held United States Lime & Minerals (USLM) as of Q1 2023, down from 70 in Q4 2022.
- Funds reported $229M of United States Lime & Minerals stock for Q1 2023, up 29% quarter-over-quarter.
- 4 funds opened new United States Lime & Minerals positions in Q1 2023 and 6 closed out, a net change of -2 holders.
- The largest United States Lime & Minerals buyer in Q1 2023 was Diamond Hill Capital Management, an estimated $1.98M added.
- The largest United States Lime & Minerals seller in Q1 2023 was Minerva Advisors, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2023.