United States Lime & Minerals
USLM
104 hedge funds and large institutions have $356M invested in United States Lime & Minerals in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
30% more capital inflows, than outflows
Capital inflows: $17.4M | Capital outflows: $13.4M
22% more funds holding
Funds holding: 85 → 104 (+19)
0.28% more ownership
Funds ownership: 26.84% → 27.12% (+0.28%)
0% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.87M |
| 2 |
BlackRock
New York
|
+$2.35M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.21M |
| 4 |
Morgan Stanley
New York
|
+$680K |
| 5 |
State Street
Boston,
Massachusetts
|
+$601K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.63M |
| 2 |
Millennium Management
New York
|
-$1.31M |
| 3 |
Bank of New York Mellon
New York
|
-$970K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$852K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$636K |
USLM Hedge Fund Activity: Q4 2023 in Review
104 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2023, worth a combined $356M — up 16% from $307M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new USLM positions and 5 closed out — a net gain of 19 holders — while 31 added to existing stakes and 31 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $3.87M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.63M.
- 104 institutional investors held United States Lime & Minerals (USLM) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $356M of United States Lime & Minerals stock for Q4 2023, up 16% quarter-over-quarter.
- 24 funds opened new United States Lime & Minerals positions in Q4 2023 and 5 closed out, a net change of +19 holders.
- The largest United States Lime & Minerals buyer in Q4 2023 was First Trust Advisors, an estimated $3.87M added.
- The largest United States Lime & Minerals seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $7.63M sold.
Based on aggregated 13F filings for Q4 2023.