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United States Lime & Minerals

67 hedge funds and large institutions have $229M invested in United States Lime & Minerals in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $177M → $229M (+$51.6M)

0.11% less ownership

Funds ownership: 132%131.89% (-0.11%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

6% less funds holding

Funds holding: 7167 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
22
Reduced
24
Closed
6
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
$56.6M +$1.81M +59,560 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.1M -$97.9K -3,215 -0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$25.8M -$107K -3,500 -0.4%
BlackRock
4
BlackRock
New York
$23.9M -$910K -29,870 -4%
RA
5
Royce & Associates
New York
$23.2M -$1.04M -34,000 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.2M +$339K +11,120 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.39M +$233K +7,665 +4%
State Street
8
State Street
Massachusetts
$6.15M +$58K +1,905 +1%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$4.9M +$1.98M +64,920 +68%
MA
10
Minerva Advisors
Pennsylvania
$4.05M -$1.7M -55,800 -29%
NSIM
11
North Star Investment Management
Illinois
$3.61M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.28M -$94K -3,085 -3%
Northern Trust
13
Northern Trust
Illinois
$3.25M +$19.3K +635 +0.6%
Charles Schwab
14
Charles Schwab
California
$2.28M -$28.3K -930 -1%
CCMINC
15
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.96M -$5.03K -165 -0.3%
HIMC
16
Heritage Investors Management Corp
Maryland
$1.64M -$305 -10 -0%
American Century Companies
17
American Century Companies
Missouri
$1.36M +$781K +25,630 +134%
N
18
Nuveen
North Carolina
$779K -$24.5K -805 -3%
Swiss National Bank
19
Swiss National Bank
Switzerland
$748K -$76.2K -2,500 -9%
MC
20
Moors & Cabot
Massachusetts
$641K
DZ Bank
21
DZ Bank
Germany
$595K
SO
22
STRS Ohio
Ohio
$549K -$30.5K -1,000 -5%
Barclays
23
Barclays
United Kingdom
$505K +$263K +8,625 +109%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$476K +$43.4K +1,425 +10%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$420K -$5.33K -175 -1%

USLM Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 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 3 opened new positions — a net loss of 3 holders — while 24 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 71 in Q4 2022.
  • Funds reported $229M of United States Lime & Minerals stock for Q1 2023, up 29% quarter-over-quarter.
  • 3 funds opened new United States Lime & Minerals positions in Q1 2023 and 6 closed out, a net change of -3 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.