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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
BFO
1176
Boston Family Office
Massachusetts
$304K
AFP
1177
Ausdal Financial Partners
Iowa
$304K -$7.37K -22 -3%
FMWA
1178
Forvis Mazars Wealth Advisors
Missouri
$302K +$1K +3 +0.4%
QFA
1179
Quantum Financial Advisors
California
$301K
SFS
1180
Stiles Financial Services
Minnesota
$300K +$670 +2 +0.2%
KIA
1181
KLR Investment Advisors
Rhode Island
$299K +$285K +850 New
BEAM
1182
Baker Ellis Asset Management
Washington
$299K +$7.03K +21 +3%
HW
1183
Hamilton Wealth
California
$298K +$10K +30 +4%
CWM
1184
C2C Wealth Management
Arizona
$297K -$4.69K -14 -2%
Wealth Enhancement Advisory Services
1185
Wealth Enhancement Advisory Services
Minnesota
$296K +$279K +832 New
FCCM
1186
First City Capital Management
Georgia
$296K
BCFD
1187
Boit C.F. David
$292K
RDWM
1188
Red Door Wealth Management
Tennessee
$291K -$20.1K -60 -7%
BBA
1189
BLB&B Advisors
Pennsylvania
$289K -$5.69K -17 -2%
WHCI
1190
W.H. Cornerstone Investments
Massachusetts
$289K +$272K +813 New
JWM
1191
Janiczek Wealth Management
Colorado
$288K +$3.35K +10 +1%
T
1192
TRUADVICE
Florida
$288K +$261K +779 New
LWP
1193
Lumature Wealth Partners
Georgia
$288K
HHGA
1194
Halbert Hargrove Global Advisors
California
$287K +$25.5K +76 +10%
OWA
1195
One Wealth Advisors
California
$286K -$335 -1 -0.1%
BEI
1196
Benjamin Edwards Inc
Missouri
$285K +$12.4K +37 +5%
FFP
1197
FourThought Financial Partners
Florida
$285K -$58.3K -174 -18%
S
1198
SimplyRich
California
$284K +$3.01K +9 +1%
CPRC
1199
Consolidated Portfolio Review Corp
New York
$284K +$268K +799 New
HPM
1200
Hoxton Planning & Management
West Virginia
$284K +$4.35K +13 +2%

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.