United States Lime & Minerals
USLM
85 hedge funds and large institutions have $307M invested in United States Lime & Minerals in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
9% more funds holding
Funds holding: 78 → 85 (+7)
1.42% more ownership
Funds ownership: 132.8% → 134.22% (+1.4%)
3% less capital invested
Capital invested by funds: $316M → $307M (-$8.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.97M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.23M |
| 3 |
Goldman Sachs
New York
|
+$1.06M |
| 4 |
Millennium Management
New York
|
+$797K |
| 5 |
BlackRock
New York
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.44M |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$2.75M |
| 3 |
RA
Royce & Associates
New York
|
-$722K |
| 4 |
Renaissance Technologies
New York
|
-$520K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$381K |
USLM Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2023, worth a combined $307M — down 2.7% from $316M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new USLM positions and 7 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.
The largest buyer was Invesco, adding an estimated $8.97M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $8.44M.
- 85 institutional investors held United States Lime & Minerals (USLM) as of Q3 2023, up from 78 in Q2 2023.
- Funds reported $307M of United States Lime & Minerals stock for Q3 2023, down 2.7% quarter-over-quarter.
- 14 funds opened new United States Lime & Minerals positions in Q3 2023 and 7 closed out, a net change of +7 holders.
- The largest United States Lime & Minerals buyer in Q3 2023 was Invesco, an estimated $8.97M added.
- The largest United States Lime & Minerals seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $8.44M sold.
Based on aggregated 13F filings for Q3 2023.