Limbach Holdings
LMB
27 hedge funds and large institutions have $20.1M invested in Limbach Holdings in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 8 closing their positions.
3.17% less ownership
Funds ownership: 39.32% → 36.15% (-3.2%)
23% less funds holding
Funds holding: 35 → 27 (-8)
29% less capital invested
Capital invested by funds: $28.5M → $20.1M (-$8.36M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
88% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 8
Top Buyers
| 1 |
RA
Royce & Associates
New York
|
+$483K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$158K |
| 3 |
State Street
Boston,
Massachusetts
|
+$13.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.14K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.87K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $1K | +$37 | +6 | +2% |
|
|
HA
27
Heartland Advisors
Milwaukee,
Wisconsin
| – | -$962K | -138,430 | Closed |
|
|
BCM
28
Bridgeway Capital Management
Houston,
Texas
| – | -$401K | -57,700 | Closed |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$188K | -30,623 | Closed |
|
|
TIM
30
Timelo Investment Management
Aurora,
Ontario, Canada
| – | -$156K | -22,377 | Closed |
|
|
BFM
31
Boothbay Fund Management
New York
| – | -$147K | -21,107 | Closed |
|
32
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$58K | -8,300 | Closed |
|
|
PFS
33
Prospera Financial Services
Dallas,
Texas
| – | -$16K | -2,250 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$12K | -1,795 | Closed |
|
35
Morgan Stanley
New York
| – | -$2.88K | -470 | -100% |
|
LMB Hedge Fund Activity: Q2 2022 in Review
27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q2 2022, worth a combined $20.1M — down 29% from $28.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LMB and 1 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was Royce & Associates, adding an estimated $483K. The largest seller was Heartland Advisors, exiting entirely with an estimated $962K sold.
- 27 institutional investors held Limbach Holdings (LMB) as of Q2 2022, down from 35 in Q1 2022.
- Funds reported $20.1M of Limbach Holdings stock for Q2 2022, down 29% quarter-over-quarter.
- 1 fund opened new Limbach Holdings positions in Q2 2022 and 8 closed out, a net change of -7 holders.
- The largest Limbach Holdings buyer in Q2 2022 was Royce & Associates, an estimated $483K added.
- The largest Limbach Holdings seller in Q2 2022 was Heartland Advisors, an estimated $962K sold.
Based on aggregated 13F filings for Q2 2022.