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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
CW
851
Channel Wealth
California
$970K +$914K +2,729 New
O
852
Ossiam
France
$968K -$29.2M -87,298 -97%
VEA
853
Virtus ETF Advisers
New York
$966K +$910K +2,718 New
DI
854
DFPG Investments
Utah
$965K +$70.7K +211 +8%
FCI
855
Financial Counselors Inc
Kansas
$960K +$23.8K +71 +3%
FFC
856
First Financial Corp
Indiana
$960K -$29.8K -89 -3%
HPC
857
HM Payson & Co
Maine
$957K +$45.2K +135 +5%
CCA
858
Conestoga Capital Advisors
Pennsylvania
$954K -$26.8K -80 -3%
HA
859
Heartland Advisors
Wisconsin
$952K -$1.29M -3,847 -59%
BCA
860
Bay Colony Advisors
Massachusetts
$952K -$10.7K -32 -1%
JIM
861
Jensen Investment Management
Oregon
$950K -$273K -815 -23%
RCAG
862
Rehmann Capital Advisory Group
Michigan
$943K -$27.1K -81 -3%
LC
863
Lindbrook Capital
California
$941K +$76.7K +229 +9%
ACI
864
Alpha Cubed Investments
California
$935K -$80K -239 -8%
CFCI
865
Comprehensive Financial Consultants Institutional
Indiana
$933K +$30.5K +91 +4%
EFS
866
Essex Financial Services
Connecticut
$931K +$270K +806 +44%
NL
867
Navalign LLC
California
$926K -$18.8K -56 -2%
DCM
868
Donaldson Capital Management
Indiana
$926K -$377K -1,125 -30%
SMH
869
Sanders Morris Harris
Texas
$915K +$871K +2,600 New
DWP
870
Daymark Wealth Partners
Ohio
$915K +$433K +1,293 +101%
AC
871
Abbrea Capital
California
$914K -$8.37K -25 -1%
BCP
872
Blackhawk Capital Partners
Wisconsin
$909K -$32.1K -96 -4%
ZF
873
Zhang Financial
Michigan
$903K -$28.5K -85 -3%
TIMH
874
Tilt Investment Management Holdings
New York
$902K +$112K +335 +15%
BS
875
Bessemer Securities
New York
$897K

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.