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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
HC
1476
Henshaw Capital
Massachusetts
$254K
MIM
1477
Merrion Investment Management
New Jersey
$253K
FMTC
1478
Farmers & Merchants Trust Company
California
$252K +$13.4K +34 +6%
CM
1479
Capula Management
Cayman Islands
$251K +$57.6K +146 +31%
EA
1480
Eclectic Associates
California
$250K
SFWA
1481
Summit Financial Wealth Advisors
Louisiana
$250K
WPP
1482
Whalerock Point Partners
Rhode Island
$249K
ABLA
1483
Alan B. Lancz & Associates
Ohio
$248K
FPAS
1484
Focus Partners Advisor Solutions
Missouri
$247K +$237K +602 New
AWAP
1485
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$246K
BA
1486
Ballast Advisors
Minnesota
$246K
IA
1487
IAM Advisory
Pennsylvania
$246K
BC
1488
Broadwater Capital
Massachusetts
$246K +$237K +600 New
CMS
1489
Capital Market Strategies
Florida
$246K
MAG
1490
M3 Advisory Group
Massachusetts
$246K +$236K +598 New
PWMG
1491
Provence Wealth Management Group
California
$245K +$204K +518 +656%
TWA
1492
Talisman Wealth Advisors
New Jersey
$245K +$1.18K +3 +0.5%
GGS
1493
Galvin Gaustad & Stein
Arizona
$244K +$16.2K +41 +7%
BAM
1494
Blueshift Asset Management
New Jersey
$243K +$6.7K +17 +3%
ESB
1495
Essex Savings Bank
Connecticut
$243K +$233K +591 New
BST
1496
Bath Savings Trust
Maine
$242K
CP
1497
Canopy Partners
Ohio
$242K +$233K +590 New
SFS
1498
Stiles Financial Services
Minnesota
$241K -$25.2K -64 -10%
AC
1499
Asio Capital
Kentucky
$241K
CSPAM
1500
Cary Street Partners Asset Management
Virginia
$240K

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.