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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
MCM
901
Monarch Capital Management
Indiana
$812K
IWP
902
Icon Wealth Partners
Texas
$804K +$758K +2,262 New
DTC
903
Davidson Trust Company
Washington
$803K +$12.7K +38 +2%
PWMG
904
Prestige Wealth Management Group
New Jersey
$802K +$101K +303 +16%
CFG
905
Carr Financial Group
Massachusetts
$801K
GCM
906
Graham Capital Management
Connecticut
$800K +$754K +2,252 New
BIC
907
Beach Investment Counsel
Pennsylvania
$800K
RW
908
REDW Wealth
New Mexico
$795K +$13.7K +41 +2%
APIM
909
Agate Pass Investment Management
Washington
$792K +$63.6K +190 +9%
BC
910
Brookfield Corp
Ontario, Canada
$792K -$7.66M -22,861 -91%
PCM
911
Pointe Capital Management
Michigan
$791K -$77.4K -231 -9%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$790K +$47.2K +141 +7%
CPWA
913
Cerro Pacific Wealth Advisors
California
$785K -$33.2K -99 -4%
DA
914
Dover Advisors
Virginia
$784K -$9.04K -27 -1%
QCM
915
Qsemble Capital Management
New York
$782K +$435K +1,300 +144%
PCP
916
Proficio Capital Partners
Massachusetts
$773K -$14.4K -43 -2%
CG
917
Caprock Group
Idaho
$771K +$271K +808 +59%
CIC
918
Carnegie Investment Counsel
Ohio
$769K +$8.37K +25 +1%
SB
919
Strategic Blueprint
Georgia
$764K +$46.5K +139 +7%
TCWM
920
Total Clarity Wealth Management
Illinois
$759K -$130K -389 -15%
SC
921
Savant Capital
Illinois
$757K -$337K -1,005 -32%
EWA
922
EverSource Wealth Advisors
Alabama
$752K +$6.03K +18 +0.9%
OL
923
Optas LLC
Texas
$752K +$13.4K +40 +2%
WPC
924
Wedmont Private Capital
Pennsylvania
$752K +$117K +348 +20%
HCM
925
Howland Capital Management
Massachusetts
$751K +$31.1K +93 +5%

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.