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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
BlackRock
1
BlackRock
New York
$73.7M +$2.68M +42,223 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.6M +$1.6M +25,205 +4%
NPIC
3
Neumeier Poma Investment Counsel
California
$40.3M +$3.42M +53,755 +11%
WA
4
Wasatch Advisors
Utah
$28.2M +$1.49M +23,360 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$27.4M -$2.09M -32,800 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27.3M -$5.64M -88,638 -20%
Morgan Stanley
7
Morgan Stanley
New York
$24M +$2.5M +39,239 +14%
CCM
8
Corsair Capital Management
New York
$23.7M +$254K +3,988 +1%
Goldman Sachs
9
Goldman Sachs
New York
$22.2M +$9.56M +150,299 +105%
Invesco
10
Invesco
Georgia
$20.2M -$2.14M -33,650 -11%
RA
11
Royce & Associates
New York
$18.9M +$4.14M +65,082 +35%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.1M +$324K +5,093 +2%
State Street
13
State Street
Massachusetts
$16.6M +$1.4M +21,951 +11%
First Trust Advisors
14
First Trust Advisors
Illinois
$14.6M -$22.9M -359,893 -65%
American Century Companies
15
American Century Companies
Missouri
$13.4M -$2.03M -31,987 -15%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$11.7M -$1.11M -17,493 -10%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$11.6M +$9.77M +153,580 New
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$10.5M -$378K -5,938 -4%
PCM
19
Portolan Capital Management
Massachusetts
$9.35M +$3.24M +51,002 +70%
CC
20
Cannell Capital
Wyoming
$8.86M -$410K -6,441 -5%
OAM
21
Oberweis Asset Management
Illinois
$8.39M -$3.43M -54,000 -33%
SBH
22
Segall Bryant & Hamill
Illinois
$7.8M +$1.77M +27,855 +37%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$7.51M +$1.98M +31,158 +46%
Northern Trust
24
Northern Trust
Illinois
$6.43M +$702K +11,039 +15%
Charles Schwab
25
Charles Schwab
California
$6.36M +$3.47M +54,599 +186%

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.