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United States Lime & Minerals

155 hedge funds and large institutions have $762M invested in United States Lime & Minerals in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

31% more capital invested

Capital invested by funds: $580M → $762M (+$182M)

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

22% more funds holding

Funds holding: 127155 (+28)

112.45% less ownership

Funds ownership: 139.73%27.29% (-112%)

Holders
155
Holders Change
+28
Holders Change %
+22.05%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
54
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M -$1.28M -16,004 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$88.1M -$4.07M -50,760 -5%
Renaissance Technologies
3
Renaissance Technologies
New York
$74M -$2.96M -36,900 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.7M +$2.95M +36,785 +6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$47.8M -$25.7M -319,721 -39%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$46.7M +$733K +9,139 +2%
RA
7
Royce & Associates
New York
$34.4M -$5.2M -64,800 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$30.1M +$1.07M +13,379 +5%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$28.7M +$336K +4,190 +1%
State Street
10
State Street
Massachusetts
$23.7M +$809K +10,081 +4%
Select Equity Group
11
Select Equity Group
New York
$21.9M +$18M +224,406 New
Invesco
12
Invesco
Georgia
$18.7M -$1.26M -15,720 -8%
Morgan Stanley
13
Morgan Stanley
New York
$11.3M +$1.61M +20,015 +21%
Northern Trust
14
Northern Trust
Illinois
$10.4M +$305K +3,805 +4%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$10.1M -$878K -10,947 -10%
First Trust Advisors
16
First Trust Advisors
Illinois
$8.73M -$1.21M -15,049 -14%
Charles Schwab
17
Charles Schwab
California
$8.38M +$235K +2,927 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.89M -$563K -7,018 -8%
American Century Companies
19
American Century Companies
Missouri
$6.86M +$375K +4,668 +7%
Goldman Sachs
20
Goldman Sachs
New York
$6.7M +$1.74M +21,727 +46%
NSIM
21
North Star Investment Management
Illinois
$6.53M
CCMINC
22
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.73M +$205K +2,556 +5%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.53M +$547K +6,811 +14%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$4.84M -$641K -7,993 -14%
LTAS
25
Linden Thomas Advisory Services
North Carolina
$4.03M -$18.3K -228 -0.6%

USLM Hedge Fund Activity: Q3 2024 in Review

155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2024, worth a combined $762M — up 31% from $580M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new USLM positions and 11 closed out — a net gain of 28 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $18M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $25.7M.

  • 155 institutional investors held United States Lime & Minerals (USLM) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $762M of United States Lime & Minerals stock for Q3 2024, up 31% quarter-over-quarter.
  • 39 funds opened new United States Lime & Minerals positions in Q3 2024 and 11 closed out, a net change of +28 holders.
  • The largest United States Lime & Minerals buyer in Q3 2024 was Select Equity Group, an estimated $18M added.
  • The largest United States Lime & Minerals seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.