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United States Lime & Minerals

78 hedge funds and large institutions have $316M invested in United States Lime & Minerals in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

38% more capital invested

Capital invested by funds: $229M → $316M (+$86.6M)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

16% more funds holding

Funds holding: 6778 (+11)

0.91% more ownership

Funds ownership: 131.89%132.8% (+0.91%)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
21
Closed
4
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
$78.4M +$772K +22,050 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.8M -$431K -12,320 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$34.9M -$315K -9,000 -1%
BlackRock
4
BlackRock
New York
$32.4M -$266K -7,585 -1%
RA
5
Royce & Associates
New York
$30.2M -$1.33M -37,970 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.9M +$332K +9,490 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.76M +$8.58K +245 +0.1%
State Street
8
State Street
Massachusetts
$8.53M +$95.6K +2,730 +1%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$6.21M -$411K -11,745 -7%
NSIM
10
North Star Investment Management
Illinois
$4.94M -$8.76K -250 -0.2%
Northern Trust
11
Northern Trust
Illinois
$4.54M +$78.3K +2,235 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.5M +$6.48K +185 +0.2%
MA
13
Minerva Advisors
Pennsylvania
$3.68M -$1.68M -47,980 -35%
Charles Schwab
14
Charles Schwab
California
$3.23M +$101K +2,885 +4%
CCMINC
15
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.7M +$14.7K +420 +0.7%
American Century Companies
16
American Century Companies
Missouri
$1.97M +$81.8K +2,335 +5%
HIMC
17
Heritage Investors Management Corp
Maryland
$1.77M -$391K -11,170 -21%
LTAS
18
Linden Thomas Advisory Services
North Carolina
$1.72M +$1.44M +41,200 New
N
19
Nuveen
North Carolina
$1.06M
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.02M
Citadel Advisors
21
Citadel Advisors
Florida
$987K +$397K +11,330 +92%
AIS
22
AM Investment Strategies
Tennessee
$836K +$700K +20,000 New
DZ Bank
23
DZ Bank
Germany
$815K
DA
24
Denali Advisors
California
$773K +$525K +15,000 +429%
Morgan Stanley
25
Morgan Stanley
New York
$703K +$133K +3,800 +29%

USLM Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2023, worth a combined $316M — up 38% from $229M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new USLM positions and 4 closed out — a net gain of 12 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Linden Thomas Advisory Services, opening a new position worth an estimated $1.44M. The largest seller was Minerva Advisors, cutting an estimated $1.68M.

  • 78 institutional investors held United States Lime & Minerals (USLM) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $316M of United States Lime & Minerals stock for Q2 2023, up 38% quarter-over-quarter.
  • 16 funds opened new United States Lime & Minerals positions in Q2 2023 and 4 closed out, a net change of +12 holders.
  • The largest United States Lime & Minerals buyer in Q2 2023 was Linden Thomas Advisory Services, an estimated $1.44M added.
  • The largest United States Lime & Minerals seller in Q2 2023 was Minerva Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2023.