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1,046 hedge funds and large institutions have $85B invested in Linde in 2020 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 333 increasing their positions, 434 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

27% more call options, than puts

Call options by funds: $528M | Put options by funds: $414M

18% more capital invested

Capital invested by funds: $71.8B → $85B (+$13.1B)

2% more funds holding

Funds holding: 1,0241,046 (+22)

1.71% less ownership

Funds ownership: 77.89%76.19% (-1.7%)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

23% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 434

Holders
1,046
Holders Change
+22
Holders Change %
+2.15%
% of All Funds
21.45%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.74%
New
119
Increased
333
Reduced
434
Closed
88
Calls
$528M
Puts
$414M
Net Calls
+$114M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$276M -$2.45M -12,700 -1%
Impax Asset Management Group
52
Impax Asset Management Group
United Kingdom
$260M +$63.9M +331,054 +37%
Mawer Investment Management
53
Mawer Investment Management
Alberta, Canada
$254M +$4.37M +22,640 +2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$250M -$6.5M -33,682 -3%
Winslow Capital Management
55
Winslow Capital Management
Minnesota
$245M -$5M -25,878 -2%
Allianz Asset Management
56
Allianz Asset Management
Germany
$231M -$7.79M -40,333 -4%
Morgan Stanley
57
Morgan Stanley
New York
$230M -$2.17M -11,247 -1%
APG Asset Management
58
APG Asset Management
Netherlands
$219M -$458K -2,371 -0.2%
EIP
59
Epoch Investment Partners
New York
$217M -$44.1M -228,194 -18%
ACM
60
Atlanta Capital Management
Georgia
$216M +$16M +82,906 +9%
PCM
61
Polaris Capital Management
Massachusetts
$216M -$2.78M -14,400 -1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$209M -$4.74M -24,525 -2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$202M +$15.5M +80,296 +9%
Loomis, Sayles & Company
64
Loomis, Sayles & Company
Massachusetts
$201M +$16.8M +87,255 +10%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$199M -$5.12M -26,513 -3%
Diamond Hill Capital Management
66
Diamond Hill Capital Management
Ohio
$198M -$1.18M -6,130 -0.7%
Jennison Associates
67
Jennison Associates
New York
$197M -$5.9M -30,563 -3%
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$191M +$10M +51,954 +6%
PI
69
Putnam Investments
Massachusetts
$190M -$8.16M -42,235 -5%
AllianceBernstein
70
AllianceBernstein
Tennessee
$186M -$12M -62,334 -7%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$179M +$4.38M +22,684 +3%
Viking Global Investors
72
Viking Global Investors
Connecticut
$170M +$155M +803,694 New
Barrow, Hanley, Mewhinney & Strauss
73
Barrow, Hanley, Mewhinney & Strauss
Texas
$165M -$36M -186,201 -19%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$150M -$6.91M -35,757 -5%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$150M +$223K +1,156 +0.2%

LIN Hedge Fund Activity: Q2 2020 in Review

1,046 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Linde (LIN) for Q2 2020, worth a combined $85B — up 18% from $71.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new LIN positions and 88 closed out — a net gain of 31 holders — while 333 added to existing stakes and 434 trimmed.

The largest buyer was Capital World Investors, adding an estimated $536M. The largest seller was Barclays, cutting an estimated $1.14B.

  • 1,046 institutional investors held Linde (LIN) as of Q2 2020, up from 1,024 in Q1 2020.
  • Funds reported $85B of Linde stock for Q2 2020, up 18% quarter-over-quarter.
  • 119 funds opened new Linde positions in Q2 2020 and 88 closed out, a net change of +31 holders.
  • The largest Linde buyer in Q2 2020 was Capital World Investors, an estimated $536M added.
  • The largest Linde seller in Q2 2020 was Barclays, an estimated $1.14B sold.

Based on aggregated 13F filings for Q2 2020.