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Limbach Holdings

137 hedge funds and large institutions have $459M invested in Limbach Holdings in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $990K

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

62% more capital invested

Capital invested by funds: $283M → $459M (+$176M)

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

10.66% more ownership

Funds ownership: 61.42%72.08% (+11%)

10% more funds holding

Funds holding: 125137 (+12)

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
49
Reduced
44
Closed
15
Calls
$2.79M
Puts
$990K
Net Calls
+$1.8M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
51
EAM Investors
California
$930K -$741 -15 -0.1%
RJA
52
Raymond James & Associates
Florida
$909K +$789K +15,973 New
Calamos Advisors
53
Calamos Advisors
Illinois
$899K +$44K +891 +6%
WIM
54
Wittenberg Investment Management
Massachusetts
$831K
RWM
55
Ritholtz Wealth Management
New York
$812K -$246K -4,979 -26%
BJL
56
Brighton Jones LLC
Washington
$803K +$46.6K +943 +7%
Lazard Asset Management
57
Lazard Asset Management
New York
$782K +$213K +4,319 +46%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$782K +$6.67K +135 +1%
BCM
59
Bourgeon Capital Management
Connecticut
$768K
UBS Group
60
UBS Group
Switzerland
$753K -$333K -6,740 -34%
Bank of America
61
Bank of America
North Carolina
$730K -$796K -16,105 -56%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$706K +$24.7K +500 +4%
Principal Financial Group
63
Principal Financial Group
Iowa
$676K +$80.3K +1,626 +16%
BCM
64
Bridgeway Capital Management
Texas
$639K -$126K -2,560 -19%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$616K +$17.7K +358 +3%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$609K -$42.1K -852 -7%
AllianceBernstein
67
AllianceBernstein
Tennessee
$583K +$506K +10,240 New
Verition Fund Management
68
Verition Fund Management
Connecticut
$579K +$502K +10,164 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$555K -$148K -3,005 -24%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$547K +$12K +242 +3%
MAG
71
Millrace Asset Group
Pennsylvania
$532K +$461K +9,337 New
Truist Financial
72
Truist Financial
North Carolina
$515K +$77.5K +1,569 +21%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$494K +$429K +8,686 New
Ameriprise
74
Ameriprise
Minnesota
$473K -$24.7K -500 -6%
EF
75
Empowered Funds
Pennsylvania
$468K +$26.7K +540 +7%

LMB Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q2 2024, worth a combined $459M — up 62% from $283M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LMB positions and 15 closed out — a net gain of 12 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $17.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $3.56M sold.

  • 137 institutional investors held Limbach Holdings (LMB) as of Q2 2024, up from 125 in Q1 2024.
  • Funds reported $459M of Limbach Holdings stock for Q2 2024, up 62% quarter-over-quarter.
  • 27 funds opened new Limbach Holdings positions in Q2 2024 and 15 closed out, a net change of +12 holders.
  • The largest Limbach Holdings buyer in Q2 2024 was Wasatch Advisors, an estimated $17.3M added.
  • The largest Limbach Holdings seller in Q2 2024 was Balyasny Asset Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2024.