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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
BHWM
1826
Beaird Harris Wealth Management
Texas
$6.96K
IRC
1827
Investors Research Corp
Georgia
$6.96K
4FG
1828
4Thought Financial Group
New York
$6.5K
RWM
1829
Ruedi Wealth Management
Illinois
$6.5K
TFA
1830
Transamerica Financial Advisors
Florida
$6K +$4.76K +11 +1,100%
CTWM
1831
Cherry Tree Wealth Management
Minnesota
$5.34K
FCT
1832
First Community Trust
Iowa
$5.11K
WWM
1833
Wolff Wiese Magana
California
$5.11K
TWD
1834
True Wealth Design
Ohio
$4.64K +$1.73K +4 +67%
LIM
1835
Longfellow Investment Management
Massachusetts
$4.64K
CWM
1836
Cedar Wealth Management
California
$4.64K +$4.33K +10 New
WWP
1837
WR Wealth Planners
Missouri
$4.64K +$4.33K +10 New
EWP
1838
Elevation Wealth Partners
California
$4.18K +$3.9K +9 New
CSB
1839
City State Bank
Iowa
$4K
FPB
1840
First PREMIER Bank
South Dakota
$4K
WAG
1841
Wiser Advisor Group
Arizona
$3.73K -$433 -1 -11%
FUBT
1842
First United Bank & Trust
Maryland
$3.71K -$7.79K -18 -69%
HWP
1843
Highline Wealth Partners
California
$3.71K
HWM
1844
Horizons Wealth Management
North Carolina
$2.88K
IHWM
1845
Iron Horse Wealth Management
Iowa
$2.79K
VAMG
1846
Voisard Asset Management Group
Michigan
$2.79K
FSWA
1847
Financial Synergies Wealth Advisors
Texas
$2.79K +$433 +1 +20%
NL
1848
NVWM LLC
Pennsylvania
$2.79K +$2.6K +6 New
WF
1849
WoodTrust Financial
Wisconsin
$2.59K +$138K +319 +6%
CAM
1850
ClariVest Asset Management
California
$2.33K

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.