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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
OAJ
1376
Ogorek Anthony Joseph
New York
$61K +$46.9K +140 +412%
FCA
1377
FinTrust Capital Advisors
South Carolina
$60.7K
RA
1378
Rational Advisors
New York
$57.2K -$431K -1,287 -89%
JWA
1379
JFS Wealth Advisors
Pennsylvania
$54.4K +$5.02K +15 +11%
CB
1380
Community Bank
New York
$53.3K -$5.69K -17 -10%
ONST
1381
Old North State Trust
North Carolina
$53K
BWA
1382
BDO Wealth Advisors
Florida
$50.6K -$10.7K -32 -18%
SC
1383
SouthState Corp
Florida
$50.5K -$771K -2,301 -94%
LB
1384
Legacy Bridge
Iowa
$49.4K
EBA
1385
Eagle Bay Advisors
New York
$48.7K -$8.37K -25 -15%
EI
1386
Ellevest Inc
New York
$48.3K +$4.35K +13 +11%
AAG
1387
Armstrong Advisory Group
Massachusetts
$47.3K
SWA
1388
Sutton Wealth Advisors
Florida
$44.4K -$1.34K -4 -3%
CTA
1389
Colonial Trust Advisors
South Carolina
$43.7K -$1.34K -4 -3%
BAM
1390
Bellevue Asset Management
Washington
$42.3K
MFT
1391
Moisand Fitzgerald Tamayo
Florida
$41.6K
SIC
1392
SJS Investment Consulting
Ohio
$41.2K -$20.1K -60 -34%
TIM
1393
Tortoise Investment Management
New York
$39.5K -$1.34K -4 -3%
TAIM
1394
TD Ameritrade Investment Management
Nebraska
$38K -$3.68K -11 -9%
MA
1395
Montag & Associates
Georgia
$37.7K
TAM
1396
Tucker Asset Management
Colorado
$37K
HIM
1397
Hillsdale Investment Management
Ontario, Canada
$35.5K -$30.1K -90 -47%
KC
1398
Knuff & Co
California
$35.5K
OA
1399
Operose Advisors
Wisconsin
$35.5K
PFSC
1400
Peoples Financial Services Corp
Pennsylvania
$35.5K

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.