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Lindblad Expeditions
LIND

63 hedge funds and large institutions have $232M invested in Lindblad Expeditions in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

26% more capital invested

Capital invested by funds: $184M → $232M (+$47.2M)

3.39% more ownership

Funds ownership: 45.59% → 48.98% (+3.4%)

0% more funds holding

Funds holding: 63 → 63 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$3.9M
2
GIP
Granite Investment Partners
California
+$2.37M
3
BlackRock
BlackRock
New York
+$2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.6M
5
NFA
Nationwide Fund Advisors
Ohio
+$1.11M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.84M
2
Millennium Management
Millennium Management
New York
-$318K
3
OAM
Oxford Asset Management
United Kingdom
-$293K
4
Brown Advisory
Brown Advisory
Maryland
-$168K
5
Citadel Advisors
Citadel Advisors
Florida
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
26
Picton Mahoney Asset Management
Ontario, Canada
$972K +$152K +16,100 +21%
OA
27
Outfitter Advisors
Virginia
$941K – – –
Citadel Advisors
28
Citadel Advisors
Florida
$820K -$161K -16,978 -18%
CCA
29
Covey Capital Advisors
Georgia
$766K – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$766K +$70.1K +7,401 +11%
MCC
31
Malaga Cove Capital
California
$747K – – –
KMC
32
Kirr Marbach & Co
Indiana
$539K +$183K +19,350 +60%
TCIM
33
TIAA CREF Investment Management
New York
$521K +$106K +11,248 +29%
SC
34
Scholtz & Company
Connecticut
$494K +$445K +47,063 New
Renaissance Technologies
35
Renaissance Technologies
New York
$461K +$253K +26,700 +155%
LPL Financial
36
LPL Financial
California
$440K – – –
TA
37
Teachers Advisors
New York
$379K +$130K +13,748 +62%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$373K +$54K +5,700 +19%
Swiss National Bank
39
Swiss National Bank
Switzerland
$356K – – –
MPAM
40
Monarch Partners Asset Management
Massachusetts
$317K +$286K +30,210 New
Barclays
41
Barclays
United Kingdom
$246K +$7.28K +769 +3%
PA
42
Pinnacle Associates
New York
$241K -$8.07K -853 -4%
Deutsche Bank
43
Deutsche Bank
Germany
$241K +$184K +19,426 +526%
Charles Schwab
44
Charles Schwab
California
$239K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$234K +$84.6K +8,936 +67%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$214K – – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211K +$53.9K +5,694 +40%
Morgan Stanley
48
Morgan Stanley
New York
$204K +$1.64K +173 +0.9%
First Trust Advisors
49
First Trust Advisors
Illinois
$189K +$29.9K +3,161 +21%
Bank of America
50
Bank of America
North Carolina
$180K -$14.4K -1,519 -8%
1
2
3

LIND Hedge Fund Activity: Q2 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2017, worth a combined $232M — up 26% from $184M a quarter earlier.

Fund positioning in LIND was balanced in Q2 2017: 6 funds opened new positions, 6 closed out, 33 added to existing stakes and 10 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $3.9M. The largest seller was TD Asset Management, cutting an estimated $1.84M.

  • 63 institutional investors held Lindblad Expeditions (LIND) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $232M of Lindblad Expeditions stock for Q2 2017, up 26% quarter-over-quarter.
  • 6 funds opened new Lindblad Expeditions positions in Q2 2017 and 6 closed out, a net change of 0 holders.
  • The largest Lindblad Expeditions buyer in Q2 2017 was Epoch Investment Partners, an estimated $3.9M added.
  • The largest Lindblad Expeditions seller in Q2 2017 was TD Asset Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2017.