Lindblad Expeditions
LIND
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.
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: 63 → 75 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.6M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$2.39M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$2.37M |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
+$1.94M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$958K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$9.78M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$8.77M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$2.29M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.23M |
| 5 |
GC
Gratia Capital
Los Angeles,
California
|
-$972K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRF
76
B. Riley Financial
Los Angeles,
California
| – | -$162K | -15,420 | Closed |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$356 | +34 | New |
|
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.