LIN icon

Linde
LIN

Overview Fund Activity

1,631 hedge funds and large institutions have $150B invested in Linde in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 644 increasing their positions, 590 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+34
Holders Change %
+2.13%
% of All Funds
26%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.39%
New
137
Increased
644
Reduced
590
Closed
81
Calls
$666M
Puts
$713M
Net Calls
-$46.3M
Net Calls Change
-$151M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$593M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$169M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$147M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$145M
5
AIM
Alphinity Investment Management
Australia
+$133M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$929M
2
DZ Bank
DZ Bank
Germany
-$323M
3
State Street
State Street
Massachusetts
-$294M
4
AC
AKO Capital
United Kingdom
-$241M
5
Citigroup
Citigroup
New York
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
1301
San Luis Wealth Advisors
California
$283K -$34.3K -92 -11%
WHCI
1302
W.H. Cornerstone Investments
Massachusetts
$283K -$24.2K -65 -8%
SPWM
1303
Spartan Planning & Wealth Management
North Carolina
$283K +$283K +760 New
Capstone Investment Advisors
1304
Capstone Investment Advisors
New York
$281K +$247K +663 +721%
SHGA
1305
Sand Hill Global Advisors
California
$280K -$51K -137 -15%
CWP
1306
Curated Wealth Partners
California
$279K +$279K +750 New
CAM
1307
Cozad Asset Management
Illinois
$277K – – –
DCM
1308
Deuterium Capital Management
Florida
$277K -$157K -423 -36%
CWA
1309
Consilium Wealth Advisory
Texas
$277K +$11.9K +32 +5%
TNA
1310
True North Advisors
Texas
$276K +$276K +742 New
SBIA
1311
Sheaff Brock Investment Advisors
Indiana
$274K -$8.94K -24 -3%
IC
1312
Inscription Capital
Texas
$272K – – –
ZIM
1313
Zacks Investment Management
Illinois
$272K +$42.1K +113 +18%
DAM
1314
Delta Asset Management
Tennessee
$269K – – –
IWP
1315
Icon Wealth Partners
Texas
$268K -$454K -1,220 -63%
QC
1316
Quent Capital
New York
$268K +$53.3K +143 +25%
FH
1317
FWG Holdings
Florida
$267K -$2.61K -7 -1%
TA
1318
TrueWealth Advisors
Alabama
$265K – – –
FW
1319
FirstPurpose Wealth
Utah
$265K +$8.56K +23 +3%
AGWCA
1320
Annis Gardner Whiting Capital Advisors
Florida
$264K +$264K +710 New
MA
1321
MJP Associates
Connecticut
$263K +$372 +1 +0.1%
WCAMG
1322
Woodard & Company Asset Management Group
North Carolina
$263K – – –
PBO
1323
Peoples Bank (Ohio)
Ohio
$261K -$15.3K -41 -6%
BA
1324
Bluesphere Advisors
Pennsylvania
$261K – – –
AAM
1325
Aureus Asset Management
Massachusetts
$260K -$27.6K -74 -10%
51 52
53
54 55