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1,502 hedge funds and large institutions have $144B invested in Linde in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 599 increasing their positions, 499 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 7698 (+22)

20% more repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 499

14% more capital invested

Capital invested by funds: $126B → $144B (+$18B)

4.05% more ownership

Funds ownership: 78.55%82.6% (+4.1%)

3% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 164

2% less funds holding

Funds holding: 1,5321,502 (-30)

30% less call options, than puts

Call options by funds: $620M | Put options by funds: $890M

Holders
1,502
Holders Change
-30
Holders Change %
-1.96%
% of All Funds
23.94%
Holding in Top 10
98
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+28.95%
% of All Funds
1.56%
New
169
Increased
599
Reduced
499
Closed
164
Calls
$620M
Puts
$890M
Net Calls
-$270M
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
726
Level Four Advisory Services
Texas
$1.67M -$124K -371 -7%
LF
727
Lee Financial
Texas
$1.66M -$225K -671 -13%
PP
728
Patten & Patten
Tennessee
$1.65M
DWM
729
Dakota Wealth Management
Florida
$1.65M +$98.1K +293 +7%
PCM
730
Penserra Capital Management
California
$1.64M -$441K -1,318 -22%
DCM
731
Dupont Capital Management
Delaware
$1.63M -$704K -2,102 -31%
KWM
732
Kingsview Wealth Management
Oregon
$1.62M -$496K -1,480 -24%
SF
733
Summit Financial
New Jersey
$1.6M +$6.36K +19 +0.4%
PAM
734
Paradigm Asset Management
New York
$1.6M +$1.34M +4,000 +805%
BP
735
Ballentine Partners
Massachusetts
$1.59M +$99.5K +297 +7%
CI
736
Conning Inc
Connecticut
$1.58M +$94.4K +282 +7%
SIG
737
Sargent Investment Group
Maryland
$1.57M +$799K +2,386 +119%
PCIA
738
Prime Capital Investment Advisors
Kansas
$1.56M -$1.21M -3,611 -45%
DPIM
739
Duff & Phelps Investment Management
Illinois
$1.55M
FFS
740
Founders Financial Securities
Maryland
$1.54M -$29.5K -88 -2%
CNBT
741
Canandaigua National Bank & Trust
New York
$1.53M +$1.45M +4,318 New
AUB
742
Atlantic Union Bankshares
Virginia
$1.53M -$86.4K -258 -6%
SW
743
SVB Wealth
Massachusetts
$1.53M -$44.9K -134 -3%
DC
744
DeDora Capital
California
$1.51M -$71.3K -213 -5%
FMB
745
Field & Main Bank
Kentucky
$1.51M +$11.4K +34 +0.8%
GVAG
746
Great Valley Advisor Group
Delaware
$1.51M +$22.4K +67 +2%
DCM
747
Deuterium Capital Management
Florida
$1.5M +$1.42M +4,230 New
IWC
748
Integrated Wealth Concepts
Massachusetts
$1.5M -$1.74M -5,203 -55%
APP
749
Avantax Planning Partners
Iowa
$1.49M +$34.5K +103 +3%
SN
750
Sittner & Nelson
Oregon
$1.49M +$1K +3 +0.1%

LIN Hedge Fund Activity: Q1 2023 in Review

1,502 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Linde (LIN) for Q1 2023, worth a combined $144B — up 14% from $126B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new LIN positions and 164 closed out — a net gain of 5 holders — while 599 added to existing stakes and 499 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $1.13B. The largest seller was Amundi, cutting an estimated $1.38B.

  • 1,502 institutional investors held Linde (LIN) as of Q1 2023, down from 1,532 in Q4 2022.
  • Funds reported $144B of Linde stock for Q1 2023, up 14% quarter-over-quarter.
  • 169 funds opened new Linde positions in Q1 2023 and 164 closed out, a net change of +5 holders.
  • The largest Linde buyer in Q1 2023 was WCM Investment Management, an estimated $1.13B added.
  • The largest Linde seller in Q1 2023 was Amundi, an estimated $1.38B sold.

Based on aggregated 13F filings for Q1 2023.