We are live on ! Find out more

1,797 hedge funds and large institutions have $167B invested in Linde in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 628 increasing their positions, 643 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 92

11% more capital invested

Capital invested by funds: $150B → $167B (+$17B)

10% more funds holding

Funds holding: 1,6381,797 (+159)

1.45% more ownership

Funds ownership: 82.43%83.88% (+1.4%)

2% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.03B

2% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 643

1% less funds holding in top 10

Funds holding in top 10: 8786 (-1)

Holders
1,797
Holders Change
+159
Holders Change %
+9.71%
% of All Funds
26.2%
Holding in Top 10
86
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.15%
% of All Funds
1.25%
New
275
Increased
628
Reduced
643
Closed
92
Calls
$1.05B
Puts
$1.03B
Net Calls
+$16.3M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
726
Exeter Financial
Arizona
$2.54M -$213K -541 -8%
BSW
727
Buckingham Strategic Wealth
Missouri
$2.52M -$18.1K -46 -0.7%
HAG
728
HighPoint Advisor Group
Illinois
$2.52M +$2.13M +5,400 New
CCM
729
Cinctive Capital Management
New York
$2.52M +$2.42M +6,134 New
WWM
730
Western Wealth Management
Colorado
$2.52M -$12.6K -32 -0.5%
GSCM
731
Greenfield Seitz Capital Management
Texas
$2.51M +$2.41M +6,123 New
MYIA
732
Mount Yale Investment Advisors
Colorado
$2.51M -$1.97K -5 -0.1%
RGC
733
Roberts, Glore & Co
Illinois
$2.51M
MAS
734
Meeder Advisory Services
Ohio
$2.47M +$64.7K +164 +3%
HCA
735
Harbor Capital Advisors
Illinois
$2.47M +$156K +395 +7%
BBL
736
Beck Bode LLC
Massachusetts
$2.46M +$11.4K +29 +0.5%
SWA
737
Stratos Wealth Advisors
Ohio
$2.44M +$22.1K +56 +1%
ISB
738
Iowa State Bank
Iowa
$2.43M +$21.3K +54 +0.9%
NW
739
Naviter Wealth
Arkansas
$2.4M +$371K +940 +19%
SCA
740
Snowden Capital Advisors
New York
$2.37M -$103K -262 -4%
VA
741
Vident Advisory
Georgia
$2.36M +$685K +1,738 +43%
LF
742
Lantz Financial
Illinois
$2.34M +$26.4K +67 +1%
TSWM
743
Triangle Securities Wealth Management
North Carolina
$2.34M -$17.7K -45 -0.8%
UAS
744
United Asset Strategies
New York
$2.33M -$167K -424 -7%
TAMH
745
Taikang Asset Management (HK)
Hong Kong
$2.33M +$256K +649 +13%
FDCDDQ
746
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.32M -$3.06M -7,752 -58%
AIP
747
Ameritas Investment Partners
Nebraska
$2.31M -$110K -278 -5%
EP
748
Edgestream Partners
New Jersey
$2.29M -$4.36M -11,061 -66%
PS
749
Principal Securities
Iowa
$2.29M +$2.2M +5,583 New
BHIA
750
Birch Hill Investment Advisors
Massachusetts
$2.28M +$26.8K +68 +1%

LIN Hedge Fund Activity: Q4 2023 in Review

1,797 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Linde (LIN) for Q4 2023, worth a combined $167B — up 11% from $150B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LIN positions and 92 closed out — a net gain of 183 holders — while 628 added to existing stakes and 643 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.88B. The largest seller was ClearBridge Investments, cutting an estimated $716M.

  • 1,797 institutional investors held Linde (LIN) as of Q4 2023, up from 1,638 in Q3 2023.
  • Funds reported $167B of Linde stock for Q4 2023, up 11% quarter-over-quarter.
  • 275 funds opened new Linde positions in Q4 2023 and 92 closed out, a net change of +183 holders.
  • The largest Linde buyer in Q4 2023 was Morgan Stanley, an estimated $2.88B added.
  • The largest Linde seller in Q4 2023 was ClearBridge Investments, an estimated $716M sold.

Based on aggregated 13F filings for Q4 2023.