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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
Wells Fargo
51
Wells Fargo
California
$169K +$416 +44 +0.3%
BRF
52
B. Riley Financial
California
$162K -$34.8K -3,680 -19%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$161K -$9 -1 -0%
AIG
54
American International Group
New York
$131K +$32.3K +3,414 +38%
EA
55
Evanston Advisors
Illinois
$105K +$94.7K +10,000 New
LWCFA
56
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
Legal & General Group
57
Legal & General Group
United Kingdom
$36K +$10.9K +1,150 +50%
Citigroup
58
Citigroup
New York
$22K -$3.1K -328 -14%
SEI Investments
59
SEI Investments
Pennsylvania
$22K +$19.8K +2,091 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$15.1K +$13.6K +1,434 +143,400%
AIP
61
Ameritas Investment Partners
Nebraska
$12K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$5K -$5.05K -534 -50%
TRCT
63
Tower Research Capital (TRC)
New York
$5K +$4.4K +465 New
Millennium Management
64
Millennium Management
New York
– -$318K -35,538 Closed
OAM
65
Oxford Asset Management
United Kingdom
– -$293K -32,717 Closed
JP Morgan Chase
66
JP Morgan Chase
New York
– -$95K -10,631 Closed
UBS Group
67
UBS Group
Switzerland
– -$6K -722 Closed
AWM
68
Avior Wealth Management
Nebraska
– -$4K -500 Closed
MAM
69
Meeder Asset Management
Ohio
– -$4K -481 Closed
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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.