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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
IWP
1476
IAG Wealth Partners
Wisconsin
$5.69K
CAC
1477
Core Alternative Capital
Georgia
$5.69K +$5.36K +16 New
TJHA
1478
Thomas J. Herzfeld Advisors
Florida
$5.33K
CAL
1479
Capital Analysts LLC
Pennsylvania
$5K +$5.02K +15 New
BFPW
1480
BOK Financial Private Wealth
Colorado
$4.62K +$4.35K +13 New
AIP
1481
Ahrens Investment Partners
Louisiana
$4.26K +$4.02K +12 New
MCM
1482
Magnolia Capital Management
New York
$4K
FCT
1483
First Community Trust
Iowa
$3.91K
WWM
1484
Wolff Wiese Magana
California
$3.91K
LIM
1485
Longfellow Investment Management
Massachusetts
$3.55K
DF
1486
DecisionPoint Financial
Arizona
$3.2K
AW
1487
Avion Wealth
Texas
$3K +$3.35K +10 New
RFA
1488
Register Financial Advisors
Georgia
$3K
HWP
1489
Highline Wealth Partners
California
$2.84K +$670 +2 +33%
TWD
1490
True Wealth Design
Ohio
$2.13K
GFWA
1491
Grey Fox Wealth Advisors
Delaware
$2.13K +$2.01K +6 New
IHWM
1492
Iron Horse Wealth Management
Iowa
$2.13K +$2.01K +6 New
FSWA
1493
Financial Synergies Wealth Advisors
Texas
$1.78K
OLVIG
1494
Oliver Lagore Vanvalin Investment Group
Michigan
$1.78K
PFG
1495
Piershale Financial Group
Illinois
$1.78K
PA
1496
PSI Advisors
Florida
$1.42K
TFA
1497
Transamerica Financial Advisors
Florida
$1K
NMG
1498
New Millennium Group
Utah
$412
2L
1499
25 LLC
Missouri
$366 +$335 +1 New
DWA
1500
Delos Wealth Advisors
Texas
$356

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.