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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
KTC
1451
Kistler-Tiffany Companies
Pennsylvania
$12K
BC
1452
Belmont Capital
California
$11.4K
CMA
1453
Cedar Mountain Advisors
Oregon
$11.4K
AFS
1454
Annapolis Financial Services
Maryland
$11K
AIM
1455
Arcadia Investment Management
Michigan
$11K
ECM
1456
Everence Capital Management
Indiana
$10.5K +$1.54M +4,610 +19%
OCM
1457
Orion Capital Management
California
$10.3K
CIA
1458
Cape Investment Advisory
Georgia
$10.3K +$9.71K +29 New
PCTC
1459
Perkins Coie Trust Company
Washington
$10.3K
CWM
1460
Compass Wealth Management
Connecticut
$10.2K
TCM
1461
TD Capital Management
Tennessee
$10K
BWL
1462
Bogart Wealth LLC
Virginia
$9.95K +$7.7K +23 +460%
DI
1463
Disciplined Investments
Oklahoma
$9.24K +$335 +1 +4%
HWM
1464
HighMark Wealth Management
Minnesota
$9.24K +$335 +1 +4%
HBW
1465
Hazlett, Burt & Watson
West Virginia
$9K
KFS
1466
Kelly Financial Services
Massachusetts
$8.89K
ME
1467
McIlrath & Eck
Washington
$8.53K +$2.01K +6 +33%
PFA
1468
Pathway Financial Advisers
Indiana
$7.69K
SWM
1469
Sugarloaf Wealth Management
Georgia
$7.51K -$12.4K -37 -64%
GTAM
1470
Global Trust Asset Management
Florida
$7.46K
KC
1471
Kenfarb & Co
Kentucky
$7.46K
EIM
1472
Essex Investment Management
Massachusetts
$7.11K
TCA
1473
Trifecta Capital Advisors
Illinois
$6.75K
FGAM
1474
Financial Gravity Asset Management
Texas
$6.63K +$9.71K +29 +9%
TFM
1475
TFC Financial Management
Massachusetts
$6.06K +$2.01K +6 +55%

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.