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United States Lime & Minerals

127 hedge funds and large institutions have $580M invested in United States Lime & Minerals in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $447M → $580M (+$133M)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

12% more funds holding

Funds holding: 113127 (+14)

8.45% more ownership

Funds ownership: 131.28%139.73% (+8.5%)

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
44
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.3M -$2.16M -32,395 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$69.4M -$11.6M -173,795 -15%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$59M -$22.7M -340,600 -30%
Renaissance Technologies
4
Renaissance Technologies
New York
$57.9M +$633K +9,500 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.6M +$6.44M +96,620 +17%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$34.2M +$31.3M +469,455 New
RA
7
Royce & Associates
New York
$30.4M -$10.6M -158,500 -28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.5M +$3.88M +58,290 +25%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$21.1M +$19.3M +289,950 New
State Street
10
State Street
Massachusetts
$17M -$7.33K -110 -0%
Invesco
11
Invesco
Georgia
$15.1M +$200K +3,000 +1%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$8.3M -$1.33M -19,935 -15%
First Trust Advisors
13
First Trust Advisors
Illinois
$7.6M +$2.19M +32,910 +46%
Northern Trust
14
Northern Trust
Illinois
$7.48M -$326K -4,900 -5%
Morgan Stanley
15
Morgan Stanley
New York
$7M +$4.22M +63,380 +194%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.39M +$289K +4,345 +5%
Charles Schwab
17
Charles Schwab
California
$6.03M +$95.3K +1,430 +2%
NSIM
18
North Star Investment Management
Illinois
$4.87M -$2.08M -31,275 -32%
American Century Companies
19
American Century Companies
Missouri
$4.78M +$415K +6,230 +10%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$4.19M +$344K +5,160 +10%
CCMINC
21
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.09M -$997K -14,970 -21%
AQR Capital Management
22
AQR Capital Management
Connecticut
$3.63M +$2M +30,080 +153%
Goldman Sachs
23
Goldman Sachs
New York
$3.42M +$436K +6,540 +16%
LTAS
24
Linden Thomas Advisory Services
North Carolina
$3.02M +$28K +420 +1%
Citadel Advisors
25
Citadel Advisors
Florida
$2.7M +$844K +12,675 +52%

USLM Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2024, worth a combined $580M — up 30% from $447M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new USLM positions and 12 closed out — a net gain of 16 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $19.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $22.7M.

  • 127 institutional investors held United States Lime & Minerals (USLM) as of Q2 2024, up from 113 in Q1 2024.
  • Funds reported $580M of United States Lime & Minerals stock for Q2 2024, up 30% quarter-over-quarter.
  • 28 funds opened new United States Lime & Minerals positions in Q2 2024 and 12 closed out, a net change of +16 holders.
  • The largest United States Lime & Minerals buyer in Q2 2024 was William Blair Investment Management, an estimated $19.3M added.
  • The largest United States Lime & Minerals seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2024.