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Lindblad Expeditions

137 hedge funds and large institutions have $316M invested in Lindblad Expeditions in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $671K | Put options by funds: $566K

5% more funds holding

Funds holding: 130137 (+7)

1% more capital invested

Capital invested by funds: $314M → $316M (+$2.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.41% less ownership

Funds ownership: 62.61%61.2% (-1.4%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
57
Reduced
33
Closed
17
Calls
$671K
Puts
$566K
Net Calls
+$105K
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$89.1K +$11.8K +1,521 +20%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$60K
NECFA
103
New England Capital Financial Advisors
Connecticut
$53.1K
TRCT
104
Tower Research Capital (TRC)
New York
$49.5K +$37.7K +4,864 +1,829%
A
105
AlphaQuest
New York
$47.4K -$177K -22,853 -82%
AssetMark Inc
106
AssetMark Inc
California
$33.5K -$5.98K -772 -18%
AIP
107
Ameritas Investment Partners
Nebraska
$33.3K
Simplex Trading
108
Simplex Trading
Illinois
$31K +$7.24K +935 +39%
Osaic Holdings
109
Osaic Holdings
Arizona
$30.1K -$2.72K -351 -10%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$29.7K -$323K -41,712 -93%
QL
111
Quarry LP
New York
$22.6K +$18.2K +2,343 New
Point72 Asset Management
112
Point72 Asset Management
Connecticut
$20.2K +$16.2K +2,095 New
QT
113
Quantbot Technologies
New York
$19K +$15.3K +1,973 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$17.2K +$1.46K +189 +12%
PAS
115
Point72 Asia (Singapore)
Singapore
$14K +$11.2K +1,450 New
MCM
116
Manchester Capital Management
Vermont
$13.4K +$10.8K +1,390 New
Canada Life
117
Canada Life
Manitoba, Canada
$12K
AB
118
Amalgamated Bank
New York
$10K
EC
119
EntryPoint Capital
New York
$8.29K -$139K -17,999 -95%
QCG
120
Quadrant Capital Group
Ohio
$6.07K -$2.26K -292 -32%
CHA
121
Carmichael Hill & Associates
Maryland
$6.02K
PS
122
Principal Securities
Iowa
$2.15K
LFA
123
Legend Financial Advisors
Pennsylvania
$1.75K +$1.4K +181 New
S
124
SignatureFD
Georgia
$1.63K +$1.18K +152 +894%
SAM
125
Smartleaf Asset Management
Massachusetts
$1.18K +$968 +125 New

LIND Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2024, worth a combined $316M — up 0.83% from $314M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LIND positions and 17 closed out — a net gain of 8 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Anchor Capital Management Company, adding an estimated $3.48M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $7.79M.

  • 137 institutional investors held Lindblad Expeditions (LIND) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $316M of Lindblad Expeditions stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 25 funds opened new Lindblad Expeditions positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest Lindblad Expeditions buyer in Q2 2024 was Anchor Capital Management Company, an estimated $3.48M added.
  • The largest Lindblad Expeditions seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.