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1,856 hedge funds and large institutions have $183B invested in Linde in 2024 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 718 increasing their positions, 672 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 100

10% more capital invested

Capital invested by funds: $167B → $183B (+$16.2B)

3% more funds holding

Funds holding: 1,7971,856 (+59)

7% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 672

8% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.23B

1.97% less ownership

Funds ownership: 83.88%81.91% (-2%)

5% less funds holding in top 10

Funds holding in top 10: 8682 (-4)

Holders
1,856
Holders Change
+59
Holders Change %
+3.28%
% of All Funds
26.74%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.18%
New
185
Increased
718
Reduced
672
Closed
100
Calls
$1.12B
Puts
$1.23B
Net Calls
-$103M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1601
First Western Trust Bank
Colorado
$220K +$205K +474 New
XWM
1602
Xcel Wealth Management
Florida
$220K +$205K +474 New
OWA
1603
Opal Wealth Advisors
New York
$219K +$204K +472 New
SPWM
1604
Schrum Private Wealth Management
Florida
$219K +$204K +472 New
OBWG
1605
Onyx Bridge Wealth Group
New York
$219K
CIA
1606
Capital Investment Advisors
Georgia
$218K +$204K +470 New
AWE
1607
Avidian Wealth Enterprises
Texas
$217K +$203K +468 New
TFP
1608
Tilia Fiduciary Partners
North Carolina
$217K +$202K +467 New
ACGA
1609
Atlanta Consulting Group Advisors
Georgia
$215K +$200K +463 New
PHWM
1610
Pine Harbor Wealth Management
Maryland
$215K +$200K +463 New
GAB
1611
German American Bancorp
Indiana
$214K -$105K -243 -35%
PWM
1612
PBMares Wealth Management
Virginia
$214K +$199K +460 New
SIM
1613
Stratos Investment Management
Ohio
$213K -$18.6K -43 -9%
VI
1614
VanderPol Investments
Michigan
$213K +$199K +459 New
GWM
1615
GSB Wealth Management
Connecticut
$213K -$12.6K -29 -6%
ML
1616
Mayport LLC
Massachusetts
$213K +$199K +459 New
MWP
1617
Meridian Wealth Partners
Pennsylvania
$213K +$198K +458 New
FFA
1618
Fi3 Financial Advisors
Indiana
$211K +$216K +498 New
PSFG
1619
Prairie Sky Financial Group
Illinois
$210K +$196K +453 New
CWG
1620
Cornerstone Wealth Group
North Carolina
$210K +$196K +452 New
1WM
1621
1858 Wealth Management
Ohio
$210K
SCP
1622
Shorepoint Capital Partners
Massachusetts
$209K +$195K +451 New
OPPS
1623
Obsidian Personal Planning Solutions
Maryland
$209K +$205K +474 New
DAM
1624
Doheny Asset Management
California
$209K +$195K +450 New
BBW
1625
Blue Barn Wealth
Utah
$209K -$29K -67 -13%

LIN Hedge Fund Activity: Q1 2024 in Review

1,856 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Linde (LIN) for Q1 2024, worth a combined $183B — up 9.7% from $167B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new LIN positions and 100 closed out — a net gain of 85 holders — while 718 added to existing stakes and 672 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $675M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,856 institutional investors held Linde (LIN) as of Q1 2024, up from 1,797 in Q4 2023.
  • Funds reported $183B of Linde stock for Q1 2024, up 9.7% quarter-over-quarter.
  • 185 funds opened new Linde positions in Q1 2024 and 100 closed out, a net change of +85 holders.
  • The largest Linde buyer in Q1 2024 was ClearBridge Investments, an estimated $675M added.
  • The largest Linde seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.