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Limbach Holdings

162 hedge funds and large institutions have $625M invested in Limbach Holdings in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,244% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $1.15M

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more capital invested

Capital invested by funds: $459M → $625M (+$166M)

18% more funds holding

Funds holding: 137162 (+25)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

1.02% more ownership

Funds ownership: 72.08%73.11% (+1%)

Holders
162
Holders Change
+25
Holders Change %
+18.25%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
54
Reduced
49
Closed
16
Calls
$15.5M
Puts
$1.15M
Net Calls
+$14.3M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Globeflex Capital
California
$6.32M -$38.2K -600 -0.7%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$6.32M +$1.36M +21,346 +34%
SCM
28
SG Capital Management
Illinois
$5.88M +$1.3M +20,498 +36%
Victory Capital Management
29
Victory Capital Management
Texas
$4.16M -$640K -10,065 -15%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.56M +$24.3K +382 +0.8%
IP
31
Isthmus Partners
Wisconsin
$3.4M +$2.86M +44,938 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$3.07M +$460K +7,239 +22%
Jane Street
33
Jane Street
New York
$2.89M +$1.23M +19,398 +103%
N
34
Nuveen
North Carolina
$2.78M
KOCAA
35
Knights of Columbus Asset Advisors
Connecticut
$2.72M -$1.64M -25,827 -42%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$2.7M -$433K -6,810 -18%
NSEDCP
37
NJ State Employees Deferred Compensation Plan
New Jersey
$2.5M
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.49M -$1.86M -29,287 -47%
Bank of America
39
Bank of America
North Carolina
$2.36M +$1.16M +18,273 +143%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.26M +$262K +4,128 +16%
QC
41
Quantedge Capital
Singapore
$2.2M +$693K +10,900 +60%
BAM
42
Bosun Asset Management
Illinois
$2.15M -$3.63K -57 -0.2%
Calamos Advisors
43
Calamos Advisors
Illinois
$2.13M +$783K +12,318 +78%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.08M -$408K -6,411 -19%
HIS
45
Harvest Investment Services
Illinois
$2.02M +$1.41M +22,196 +498%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.95M +$1.22M +19,207 +296%
Squarepoint
47
Squarepoint
New York
$1.86M +$1.56M +24,608 New
HF
48
HRT Financial
New York
$1.53M +$1.28M +20,172 New
JCP
49
JB Capital Partners
New York
$1.52M
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.49M +$1.25M +19,700 New

LMB Hedge Fund Activity: Q3 2024 in Review

162 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q3 2024, worth a combined $625M — up 36% from $459M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new LMB positions and 16 closed out — a net gain of 27 holders — while 54 added to existing stakes and 49 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $9.77M. The largest seller was First Trust Advisors, cutting an estimated $22.9M.

  • 162 institutional investors held Limbach Holdings (LMB) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $625M of Limbach Holdings stock for Q3 2024, up 36% quarter-over-quarter.
  • 43 funds opened new Limbach Holdings positions in Q3 2024 and 16 closed out, a net change of +27 holders.
  • The largest Limbach Holdings buyer in Q3 2024 was Rockefeller Capital Management, an estimated $9.77M added.
  • The largest Limbach Holdings seller in Q3 2024 was First Trust Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.