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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
FMWA
1451
Forvis Mazars Wealth Advisors
Missouri
$272K -$76.5K -194 -23%
LCS
1452
Levin Capital Strategies
New York
$271K -$149K -379 -36%
GAM
1453
Gould Asset Management
California
$271K -$11.8K -30 -4%
P
1454
&Partners
Tennessee
$269K +$283K +718 New
ICG
1455
InterOcean Capital Group
Tennessee
$267K -$157K -397 -38%
CFS
1456
CRA Financial Services
New Jersey
$267K +$4.34K +11 +2%
WHG
1457
Westwood Holdings Group
Texas
$264K -$18.1K -46 -7%
SSWG
1458
Seven Springs Wealth Group
Tennessee
$263K
BWM
1459
BigSur Wealth Management
Florida
$260K +$3.94K +10 +2%
CIC
1460
Crawford Investment Counsel
Georgia
$259K
GG
1461
Greenwood Gearhart
Arkansas
$259K -$22.9K -58 -8%
BC
1462
Bridgefront Capital
Texas
$259K +$248K +630 New
FHA
1463
Flagship Harbor Advisors
Massachusetts
$258K +$24.1K +61 +11%
CCIA
1464
Cherry Creek Investment Advisors
Colorado
$258K +$23.7K +60 +11%
Empower Advisory Group
1465
Empower Advisory Group
Colorado
$257K -$28.4K -72 -10%
DMBA
1466
Deseret Mutual Benefit Administrators
Utah
$257K -$22.5K -57 -8%
SAM
1467
SignalPoint Asset Management
Missouri
$257K +$247K +627 New
DOA
1468
D'Orazio & Associates
Virginia
$257K +$21.7K +55 +10%
IFU
1469
iSAM Funds (UK)
United Kingdom
$257K +$246K +625 New
AFA
1470
Alpha Financial Advisors
North Carolina
$256K +$9.46K +24 +4%
BGAI
1471
Bruce G. Allen Investments
Colorado
$256K +$246K +624 New
Members Trust
1472
Members Trust
Florida
$255K
MSFS
1473
Main Street Financial Solutions
Pennsylvania
$255K -$1.97K -5 -0.8%
SFG
1474
SevenBridge Financial Group
Pennsylvania
$255K
ACP
1475
Aveo Capital Partners
Colorado
$255K -$4.73K -12 -2%

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.