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United States Lime & Minerals

206 hedge funds and large institutions have $1.05B invested in United States Lime & Minerals in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 11

37% more capital invested

Capital invested by funds: $762M → $1.05B (+$286M)

33% more funds holding

Funds holding: 155206 (+51)

23% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $863K

0.32% more ownership

Funds ownership: 27.29%27.6% (+0.32%)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
206
Holders Change
+51
Holders Change %
+32.9%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
63
Increased
62
Reduced
63
Closed
11
Calls
$1.06M
Puts
$863K
Net Calls
+$199K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M -$7.52M -59,305 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$112M -$7.14M -56,292 -6%
Renaissance Technologies
3
Renaissance Technologies
New York
$98.5M -$1.99M -15,700 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$94.8M +$1.35M +10,614 +2%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$67.4M +$3.67M +28,947 +6%
Select Equity Group
6
Select Equity Group
New York
$43.6M +$13.2M +103,948 +46%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$41.8M +$822K +6,482 +2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$36.7M -$2.28M -17,949 -6%
RA
9
Royce & Associates
New York
$35.5M -$10.7M -84,700 -24%
State Street
10
State Street
Massachusetts
$33.4M +$1.1M +8,676 +4%
Goldman Sachs
11
Goldman Sachs
New York
$29.1M +$19.1M +150,940 +220%
Invesco
12
Invesco
Georgia
$26.7M +$1.14M +8,967 +5%
Northern Trust
13
Northern Trust
Illinois
$14.9M +$691K +5,447 +5%
Charles Schwab
14
Charles Schwab
California
$12.8M +$1.32M +10,399 +12%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$12.1M -$50.6M -398,763 -81%
Morgan Stanley
16
Morgan Stanley
New York
$10.6M -$4.63M -36,538 -31%
First Trust Advisors
17
First Trust Advisors
Illinois
$9.93M -$1.84M -14,522 -16%
American Century Companies
18
American Century Companies
Missouri
$9.5M +$169K +1,332 +2%
Millennium Management
19
Millennium Management
New York
$8.48M +$7.63M +60,166 +1,631%
JP Morgan Chase
20
JP Morgan Chase
New York
$8.33M +$6.6M +52,039 +486%
CCMINC
21
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.71M -$74.9K -591 -1%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$7.46M +$833K +6,568 +13%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$7.11M +$6.34M +49,967 +1,377%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.86M -$3.69M -29,085 -36%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$6.79M -$6.58M -51,872 -50%

USLM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2024, worth a combined $1.05B — up 37% from $762M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new USLM positions and 11 closed out — a net gain of 52 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $50.6M.

  • 206 institutional investors held United States Lime & Minerals (USLM) as of Q4 2024, up from 155 in Q3 2024.
  • Funds reported $1.05B of United States Lime & Minerals stock for Q4 2024, up 37% quarter-over-quarter.
  • 63 funds opened new United States Lime & Minerals positions in Q4 2024 and 11 closed out, a net change of +52 holders.
  • The largest United States Lime & Minerals buyer in Q4 2024 was Goldman Sachs, an estimated $19.1M added.
  • The largest United States Lime & Minerals seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2024.