We are live on ! Find out more
LIND icon

Lindblad Expeditions

75 hedge funds and large institutions have $238M invested in Lindblad Expeditions in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

19% more funds holding

Funds holding: 6375 (+12)

3% more capital invested

Capital invested by funds: $232M → $238M (+$6.88M)

0.55% more ownership

Funds ownership: 48.98%49.53% (+0.55%)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$191K -$23.4K -2,235 -11%
Barclays
52
Barclays
United Kingdom
$187K -$62.3K -5,953 -25%
CS
53
Credit Suisse
Switzerland
$187K +$182K +17,423 New
Bank of America
54
Bank of America
North Carolina
$179K -$4.33K -413 -2%
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$173K +$169K +16,184 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$164K
SG Americas Securities
57
SG Americas Securities
New York
$164K +$161K +15,373 New
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$162K +$159K +15,160 New
AIG
59
American International Group
New York
$144K +$10.5K +1,006 +8%
TI
60
Trexquant Investment
Connecticut
$128K +$126K +11,986 New
JG
61
Jefferies Group
New York
$118K +$115K +11,015 New
VF
62
Virtu Financial
New York
$118K +$116K +11,049 New
PA
63
Pinnacle Associates
New York
$114K -$129K -12,275 -53%
EA
64
Evanston Advisors
Illinois
$107K
TRCT
65
Tower Research Capital (TRC)
New York
$60K +$54.2K +5,172 +1,112%
LWCFA
66
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
Legal & General Group
67
Legal & General Group
United Kingdom
$37K
UBS Group
68
UBS Group
Switzerland
$35K +$34K +3,244 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$25K +$19K +1,812 +333%
SEI Investments
70
SEI Investments
Pennsylvania
$24K +$1.96K +187 +9%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$13.9K -$1.38K -132 -9%
AIP
72
Ameritas Investment Partners
Nebraska
$12K
Citigroup
73
Citigroup
New York
$11K -$11.2K -1,072 -52%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$11K +$11K +1,048 New
First Trust Advisors
75
First Trust Advisors
Illinois
-$189K -17,976 Closed

LIND Hedge Fund Activity: Q3 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2017, worth a combined $238M — up 3% from $232M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LIND positions and 2 closed out — a net gain of 12 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $9.78M.

  • 75 institutional investors held Lindblad Expeditions (LIND) as of Q3 2017, up from 63 in Q2 2017.
  • Funds reported $238M of Lindblad Expeditions stock for Q3 2017, up 3% quarter-over-quarter.
  • 14 funds opened new Lindblad Expeditions positions in Q3 2017 and 2 closed out, a net change of +12 holders.
  • The largest Lindblad Expeditions buyer in Q3 2017 was T. Rowe Price Associates, an estimated $11.6M added.
  • The largest Lindblad Expeditions seller in Q3 2017 was Putnam Investments, an estimated $9.78M sold.

Based on aggregated 13F filings for Q3 2017.