Limbach Holdings
LMB
121 hedge funds and large institutions have $292M invested in Limbach Holdings in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 14 closing their positions.
1,452% more call options, than puts
Call options by funds: $5.37M | Put options by funds: $346K
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
66% more capital invested
Capital invested by funds: $176M → $292M (+$116M)
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
11% more funds holding
Funds holding: 109 → 121 (+12)
8.01% more ownership
Funds ownership: 50.31% → 58.32% (+8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.2M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$3.57M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.38M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$3.67M |
| 2 |
Millennium Management
New York
|
-$3.03M |
| 3 |
RA
Royce & Associates
New York
|
-$2.37M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.67M |
| 5 |
NJBEST
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
-$898K |
LMB Hedge Fund Activity: Q4 2023 in Review
121 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q4 2023, worth a combined $292M — up 66% from $176M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LMB positions and 14 closed out — a net gain of 12 holders — while 46 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was EAM Investors, cutting an estimated $3.67M.
- 121 institutional investors held Limbach Holdings (LMB) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $292M of Limbach Holdings stock for Q4 2023, up 66% quarter-over-quarter.
- 26 funds opened new Limbach Holdings positions in Q4 2023 and 14 closed out, a net change of +12 holders.
- The largest Limbach Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $14.2M added.
- The largest Limbach Holdings seller in Q4 2023 was EAM Investors, an estimated $3.67M sold.
Based on aggregated 13F filings for Q4 2023.