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Limbach Holdings

23 hedge funds and large institutions have $9.36M invested in Limbach Holdings in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.59% less ownership

Funds ownership: 38.07%33.48% (-4.6%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

21% less funds holding

Funds holding: 2923 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

71% less capital invested

Capital invested by funds: $32.6M → $9.36M (-$23.2M)

Holders
23
Holders Change
-6
Holders Change %
-20.69%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
6
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$2.36M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.92M +$88.6K +12,089 +2%
AC
3
AltraVue Capital
Washington
$1.77M +$3.52M +481,083 New
WIM
4
Wittenberg Investment Management
Massachusetts
$792K +$1.48M +202,247 +1,552%
PCM
5
Perritt Capital Management
Illinois
$608K -$841K -114,750 -41%
BLA
6
Balter Liquid Alternatives
Massachusetts
$489K +$973K +132,853 New
LCM
7
Legato Capital Management
California
$433K -$164K -22,400 -16%
AIM
8
Alambic Investment Management
California
$190K +$378K +51,541 New
NJBEST
9
New Jersey Better Educational Savings Trust
New Jersey
$166K
NSEDCP
10
NJ State Employees Deferred Compensation Plan
New Jersey
$158K
BCM
11
Bridgeway Capital Management
Texas
$146K -$104K -14,200 -26%
LPL Financial
12
LPL Financial
California
$133K -$52.7K -7,200 -17%
BlackRock
13
BlackRock
New York
$85K +$69.4K +9,470 +70%
Vanguard Group
14
Vanguard Group
Pennsylvania
$57K -$695K -94,818 -86%
UBS Group
15
UBS Group
Switzerland
$18K
TRCT
16
Tower Research Capital (TRC)
New York
$10K +$15.8K +2,161 +374%
Macquarie Group
17
Macquarie Group
Australia
$6K +$8.49K +1,159 +340%
JP Morgan Chase
18
JP Morgan Chase
New York
$4K +$7.33K +1,000 New
TFA
19
Toth Financial Advisory
Virginia
$1K +$1.47K +200 New
IA
20
IFP Advisors
Florida
$1K +$1.83K +250 New
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$1K +$1.91K +260 New
PVAM
22
Pacific View Asset Management
California
-$4.17M -369,604 Closed
AWM
23
Arbor Wealth Management
Florida
-$1.54M -209,779 -100%
ACM
24
Argent Capital Management
Missouri
-$724K -64,230 Closed
Renaissance Technologies
25
Renaissance Technologies
New York
-$372K -33,000 Closed

LMB Hedge Fund Activity: Q4 2018 in Review

23 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q4 2018, worth a combined $9.36M — down 71% from $32.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LMB and 8 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Wittenberg Investment Management, adding an estimated $1.48M. The largest seller was Pacific View Asset Management, exiting entirely with an estimated $4.17M sold.

  • 23 institutional investors held Limbach Holdings (LMB) as of Q4 2018, down from 29 in Q3 2018.
  • Funds reported $9.36M of Limbach Holdings stock for Q4 2018, down 71% quarter-over-quarter.
  • 8 funds opened new Limbach Holdings positions in Q4 2018 and 13 closed out, a net change of -5 holders.
  • The largest Limbach Holdings buyer in Q4 2018 was Wittenberg Investment Management, an estimated $1.48M added.
  • The largest Limbach Holdings seller in Q4 2018 was Pacific View Asset Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2018.