We are live on ! Find out more

1,251 hedge funds and large institutions have $109B invested in Linde in 2021 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 490 increasing their positions, 408 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 408

15% more funds holding in top 10

Funds holding in top 10: 4147 (+6)

5% more funds holding

Funds holding: 1,1921,251 (+59)

9% more call options, than puts

Call options by funds: $579M | Put options by funds: $533M

5% more capital invested

Capital invested by funds: $104B → $109B (+$4.84B)

0.84% more ownership

Funds ownership: 74.24%75.08% (+0.84%)

Holders
1,251
Holders Change
+59
Holders Change %
+4.95%
% of All Funds
21.97%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.83%
New
146
Increased
490
Reduced
408
Closed
76
Calls
$579M
Puts
$533M
Net Calls
+$45.7M
Net Calls Change
-$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1301
Regent Peak Wealth Advisors
Georgia
-$173K -656 Closed
PWM
1302
Perigon Wealth Management
California
-$148K -561 Closed
Capstone Investment Advisors
1303
Capstone Investment Advisors
New York
-$114K -441 Closed
TPWA
1304
TRUE Private Wealth Advisors
Oregon
-$112K -427 Closed
ARMC
1305
American Research & Management Company
Massachusetts
-$105K -400 Closed
NR
1306
Newfound Research
Massachusetts
-$103K -391 Closed
PCA
1307
Peddock Capital Advisors
Massachusetts
-$87K -331 Closed
DWM
1308
Defined Wealth Management
Oregon
-$59K -225 Closed
CTFG
1309
Capstone Triton Financial Group
Oklahoma
-$56K -213 Closed
LGA
1310
Lebenthal Global Advisors
New York
-$52K -200 Closed
TI
1311
tru Independence
Oregon
-$39 -151 Closed
GC
1312
Grace Capital
Massachusetts
-$26K -100 Closed
VCG
1313
Vantage Consulting Group
Virginia
-$23K -89 Closed
AIL
1314
AGF Investments LLC
Ontario, Canada
-$22K -84 Closed
ICP
1315
Interchange Capital Partners
Pennsylvania
-$18K -71 Closed
FWM
1316
FSA Wealth Management
Massachusetts
-$16K -60 Closed
CWM
1317
Curi Wealth Management
North Carolina
-$11K -42 Closed
KC
1318
Kinloch Capital
Virginia
-$8K -31 Closed
AA
1319
AlphaMark Advisors
Kentucky
-$8K -29 Closed
SIAG
1320
Safeguard Investment Advisory Group
California
-$6K -25 Closed
MIM
1321
Merrion Investment Management
New Jersey
-$4K -17 Closed
MFT
1322
Moisand Fitzgerald Tamayo
Florida
-$2K -9 Closed
BWA
1323
Burt Wealth Advisors
Maryland
-$2K -8 Closed
GWMIA
1324
Global Wealth Management Investment Advisory
Florida
-$2K -8 Closed
AWG
1325
Altus Wealth Group
Colorado
-$2K -7 Closed

LIN Hedge Fund Activity: Q1 2021 in Review

1,251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Linde (LIN) for Q1 2021, worth a combined $109B — up 4.6% from $104B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new LIN positions and 76 closed out — a net gain of 70 holders — while 490 added to existing stakes and 408 trimmed.

The largest buyer was Ameriprise, adding an estimated $316M. The largest seller was Capital World Investors, cutting an estimated $1.1B.

  • 1,251 institutional investors held Linde (LIN) as of Q1 2021, up from 1,192 in Q4 2020.
  • Funds reported $109B of Linde stock for Q1 2021, up 4.6% quarter-over-quarter.
  • 146 funds opened new Linde positions in Q1 2021 and 76 closed out, a net change of +70 holders.
  • The largest Linde buyer in Q1 2021 was Ameriprise, an estimated $316M added.
  • The largest Linde seller in Q1 2021 was Capital World Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2021.