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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
AWM
151
Avior Wealth Management
Nebraska
$3.79K +$2.29K +36 +257%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$3.18K +$1.72K +27 +180%
LI
153
LRI Investments
Florida
$3.14K +$2.23K +35 New
CPA
154
Capital Performance Advisors
California
$2.05K +$1.72K +27 New
FFA
155
Frazier Financial Advisors
Ohio
$1.52K -$318 -5 -20%
GI
156
GAMMA Investing
California
$1.36K +$382 +6 +50%
CPG
157
Cornerstone Planning Group
New Jersey
$1.34K
RIL
158
Rothschild Investment LLC
Illinois
$1.14K +$318 +5 +50%
AF
159
Allworth Financial
California
$228 +$191 +3 New
TWD
160
True Wealth Design
Ohio
$228 +$191 +3 New
CAS
161
Coppell Advisory Solutions
Texas
$224
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$76 +$64 +1 New
MA
163
MYDA Advisors
New York
-$7.32M -128,651 Closed
Arrowstreet Capital
164
Arrowstreet Capital
Massachusetts
-$2.44M -42,823 Closed
SIM
165
SummerHaven Investment Management
Connecticut
-$1.65M -28,963 Closed
Verition Fund Management
166
Verition Fund Management
Connecticut
-$579K -10,164 Closed
Truist Financial
167
Truist Financial
North Carolina
-$515K -9,049 Closed
Tudor Investment Corp
168
Tudor Investment Corp
Connecticut
-$494K -8,686 Closed
Ameriprise
169
Ameriprise
Minnesota
-$473K -8,315 Closed
AC
170
Aristides Capital
Kentucky
-$425K -7,470 Closed
AA
171
ALPS Advisors
Colorado
-$403K -7,076 Closed
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
-$232K -4,076 Closed
New York State Teachers Retirement System (NYSTRS)
173
New York State Teachers Retirement System (NYSTRS)
New York
-$47K -825 Closed
Simplex Trading
174
Simplex Trading
Illinois
-$51.7K -813 Closed
TAM
175
Tucker Asset Management
Colorado
-$22K -386 Closed

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.