Lindblad Expeditions
LIND
75 hedge funds and large institutions have $234M invested in Lindblad Expeditions in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 11 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
8% more capital invested
Capital invested by funds: $216M → $234M (+$17.4M)
1.07% more ownership
Funds ownership: 48.74% → 49.8% (+1.1%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 76 → 75 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMFAT
76
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$2.4M | -245,631 | Closed |
|
77
Russell Investments Group
London,
United Kingdom
| – | -$736K | -76,474 | Closed |
|
|
CCMLC
78
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| – | -$487K | -49,792 | Closed |
|
|
JG
79
Jefferies Group
New York
| – | -$153K | -15,634 | Closed |
|
|
PA
80
Pinnacle Associates
New York
| – | -$105K | -10,694 | Closed |
|
|
SCM
81
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$101K | -10,268 | Closed |
|
|
TRCT
82
Tower Research Capital (TRC)
New York
| – | -$66K | -6,779 | Closed |
|
83
Parallax Volatility Advisers
San Francisco,
California
| – | -$30K | -3,108 | Closed |
|
84
UBS Group
Zurich,
Switzerland
| – | -$12K | -1,185 | Closed |
|
|
DCM
85
Delpha Capital Management
New York
| – | -$3K | -303 | Closed |
|
LIND Hedge Fund Activity: Q1 2018 in Review
75 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q1 2018, worth a combined $234M — up 8.1% from $216M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of LIND and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 30 added.
The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $14.8M. The largest seller was Rovida Advisors, exiting entirely with an estimated $10.2M sold.
- 75 institutional investors held Lindblad Expeditions (LIND) as of Q1 2018, down from 76 in Q4 2017.
- Funds reported $234M of Lindblad Expeditions stock for Q1 2018, up 8.1% quarter-over-quarter.
- 10 funds opened new Lindblad Expeditions positions in Q1 2018 and 11 closed out, a net change of -1 holder.
- The largest Lindblad Expeditions buyer in Q1 2018 was Rutabaga Capital Management, an estimated $14.8M added.
- The largest Lindblad Expeditions seller in Q1 2018 was Rovida Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2018.