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Limbach Holdings

125 hedge funds and large institutions have $283M invested in Limbach Holdings in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.5M

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 121125 (+4)

3.1% more ownership

Funds ownership: 58.32%61.42% (+3.1%)

3% less capital invested

Capital invested by funds: $292M → $283M (-$8.55M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
35
Reduced
47
Closed
18
Calls
$2.2M
Puts
$1.5M
Net Calls
+$700K
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.1M +$9.82M +225,952 +34%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.5M +$1.39M +32,030 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.5M -$1.72M -39,665 -7%
NPIC
4
Neumeier Poma Investment Counsel
California
$20.2M +$21.2M +487,465 New
Renaissance Technologies
5
Renaissance Technologies
New York
$15.4M -$539K -12,400 -3%
First Trust Advisors
6
First Trust Advisors
Illinois
$10.5M -$6.11M -140,452 -36%
Invesco
7
Invesco
Georgia
$10.4M -$2.51M -57,722 -19%
RA
8
Royce & Associates
New York
$10.1M -$790K -18,169 -7%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$9.32M -$3.22M -73,964 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.62M +$151K +3,469 +2%
Morgan Stanley
11
Morgan Stanley
New York
$8.34M -$9.08M -208,863 -51%
American Century Companies
12
American Century Companies
Missouri
$8.14M +$1.49M +34,359 +21%
State Street
13
State Street
Massachusetts
$7.68M -$58.1K -1,337 -0.7%
OAM
14
Oberweis Asset Management
Illinois
$6.83M +$2.84M +65,306 +66%
CCM
15
Corsair Capital Management
New York
$6.68M +$7.02M +161,381 New
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$3.81M -$1.9M -43,683 -32%
GC
17
Globeflex Capital
California
$3.7M -$264K -6,083 -6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.68M -$211K -4,854 -5%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$3.56M +$3.74M +86,002 New
MA
20
MYDA Advisors
New York
$3.38M +$3.54M +81,503 New
Northern Trust
21
Northern Trust
Illinois
$3.13M -$87.3K -2,008 -3%
Goldman Sachs
22
Goldman Sachs
New York
$3.05M +$1.88M +43,136 +142%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.98M +$2.46M +56,535 +368%
Victory Capital Management
24
Victory Capital Management
Texas
$2.63M +$268K +6,158 +11%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.45M +$183K +4,201 +8%

LMB Hedge Fund Activity: Q1 2024 in Review

125 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q1 2024, worth a combined $283M — down 2.9% from $292M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LMB positions and 18 closed out — a net gain of 5 holders — while 35 added to existing stakes and 47 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $9.08M.

  • 125 institutional investors held Limbach Holdings (LMB) as of Q1 2024, up from 121 in Q4 2023.
  • Funds reported $283M of Limbach Holdings stock for Q1 2024, down 2.9% quarter-over-quarter.
  • 23 funds opened new Limbach Holdings positions in Q1 2024 and 18 closed out, a net change of +5 holders.
  • The largest Limbach Holdings buyer in Q1 2024 was Neumeier Poma Investment Counsel, an estimated $21.2M added.
  • The largest Limbach Holdings seller in Q1 2024 was Morgan Stanley, an estimated $9.08M sold.

Based on aggregated 13F filings for Q1 2024.