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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
HCM
1026
Hollencrest Capital Management
California
$502K +$377K +1,127 +394%
PP
1027
Patron Partners
Texas
$501K -$10.4K -31 -2%
GWM
1028
GDS Wealth Management
Texas
$501K -$670 -2 -0.1%
SSW
1029
Smith Shellnut Wilson
Mississippi
$500K
AWM
1030
AllSquare Wealth Management
New York
$500K
SAG
1031
SageView Advisory Group
California
$497K +$231K +691 +98%
AL
1032
Aspiriant LLC
California
$495K -$1K -3 -0.2%
MC
1033
Moors & Cabot
Massachusetts
$492K +$27.1K +81 +6%
GWSG
1034
GPS Wealth Strategies Group
Colorado
$491K +$462K +1,381 New
GDP
1035
Great Diamond Partners
Maine
$486K +$43.9K +131 +11%
SIC
1036
Salem Investment Counselors
North Carolina
$484K -$67K -200 -13%
MPCG
1037
Matrix Private Capital Group
New York
$484K +$670 +2 +0.1%
FPCP
1038
Fort Point Capital Partners
California
$484K +$36.8K +110 +9%
MWM
1039
Mission Wealth Management
California
$482K +$2.34K +7 +0.5%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$482K +$8.37K +25 +2%
CHAM
1041
Clear Harbor Asset Management
Connecticut
$479K +$452K +1,349 New
FAM
1042
Formidable Asset Management
Ohio
$477K -$327K -975 -42%
AWA
1043
Arete Wealth Advisors
Illinois
$473K +$50.6K +151 +13%
PWM
1044
Perigon Wealth Management
California
$465K +$34.2K +102 +8%
AA
1045
Alta Advisers
United Kingdom
$462K
SOAMC
1046
Spirit of America Management Corp
New York
$462K
PS
1047
Portfolio Strategies
New York
$460K
TIA
1048
Tiemann Investment Advisors
California
$454K -$21.4K -64 -5%
LW
1049
Linscomb Wealth
Texas
$452K +$59.6K +178 +16%
AWM
1050
Avior Wealth Management
Nebraska
$452K -$19.4K -58 -4%

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.