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1,797 hedge funds and large institutions have $167B invested in Linde in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 628 increasing their positions, 643 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 92

11% more capital invested

Capital invested by funds: $150B → $167B (+$17B)

10% more funds holding

Funds holding: 1,6381,797 (+159)

1.45% more ownership

Funds ownership: 82.43%83.88% (+1.4%)

2% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.03B

2% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 643

1% less funds holding in top 10

Funds holding in top 10: 8786 (-1)

Holders
1,797
Holders Change
+159
Holders Change %
+9.71%
% of All Funds
26.2%
Holding in Top 10
86
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.15%
% of All Funds
1.25%
New
275
Increased
628
Reduced
643
Closed
92
Calls
$1.05B
Puts
$1.03B
Net Calls
+$16.3M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1426
One Capital Management
California
$288K +$13.8K +35 +5%
PBO
1427
Peoples Bank (Ohio)
Ohio
$288K
ZIM
1428
Zacks Investment Management
Illinois
$288K -$12.2K -31 -4%
DAM
1429
Delta Asset Management
Tennessee
$287K -$9.07K -23 -3%
BA
1430
Bluesphere Advisors
Pennsylvania
$287K
AAM
1431
Aureus Asset Management
Massachusetts
$287K
FWM
1432
FFT Wealth Management
Pennsylvania
$285K +$1.18K +3 +0.4%
MFG
1433
MidWestOne Financial Group
Iowa
$284K +$9.86K +25 +4%
TCM
1434
Traynor Capital Management
Pennsylvania
$282K +$271K +687 New
EFSCE
1435
Enterprise Financial Services Corp (EFSC)
Missouri
$282K -$394 -1 -0.1%
CIP
1436
Convergence Investment Partners
Florida
$281K
PWM
1437
Palumbo Wealth Management
New York
$281K -$3.55K -9 -1%
USB
1438
Union Savings Bank
Connecticut
$281K
MA
1439
MONECO Advisors
Connecticut
$280K +$43.4K +110 +19%
USCWA
1440
U.S. Capital Wealth Advisors
Texas
$280K -$394 -1 -0.1%
SMA
1441
Seven Mile Advisory
New Jersey
$280K +$16.2K +41 +6%
FMP
1442
Financial Management Professionals
Texas
$278K -$1.97K -5 -0.7%
CWM
1443
Centric Wealth Management
Illinois
$277K
BAM
1444
Brave Asset Management
New Jersey
$277K +$23.7K +60 +10%
MIM
1445
MTM Investment Management
South Carolina
$277K
FA
1446
Fermata Advisors
California
$275K +$10.6K +27 +4%
OW
1447
Olistico Wealth
Oklahoma
$275K
VAS
1448
Vestmark Advisory Solutions
Massachusetts
$274K -$9.46K -24 -3%
TWM
1449
TSA Wealth Management
Texas
$274K +$263K +666 New
RWP
1450
Revolve Wealth Partners
New Jersey
$273K +$19.3K +49 +8%

LIN Hedge Fund Activity: Q4 2023 in Review

1,797 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Linde (LIN) for Q4 2023, worth a combined $167B — up 11% from $150B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LIN positions and 92 closed out — a net gain of 183 holders — while 628 added to existing stakes and 643 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.88B. The largest seller was ClearBridge Investments, cutting an estimated $716M.

  • 1,797 institutional investors held Linde (LIN) as of Q4 2023, up from 1,638 in Q3 2023.
  • Funds reported $167B of Linde stock for Q4 2023, up 11% quarter-over-quarter.
  • 275 funds opened new Linde positions in Q4 2023 and 92 closed out, a net change of +183 holders.
  • The largest Linde buyer in Q4 2023 was Morgan Stanley, an estimated $2.88B added.
  • The largest Linde seller in Q4 2023 was ClearBridge Investments, an estimated $716M sold.

Based on aggregated 13F filings for Q4 2023.