Lindblad Expeditions
LIND
115 hedge funds and large institutions have $372M invested in Lindblad Expeditions in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.
218% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $389K
65% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 31
11% more capital invested
Capital invested by funds: $336M → $372M (+$35.7M)
1.51% less ownership
Funds ownership: 66.18% → 64.66% (-1.5%)
5% less funds holding
Funds holding: 121 → 115 (-6)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| 1 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$8.87M |
| 2 |
PA
Pinnacle Associates
New York
|
+$5.62M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$5.38M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$3.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.81M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Invesco
Atlanta,
Georgia
| – | -$102K | -10,688 | Closed |
|
|
ASRS
127
Arizona State Retirement System
Phoenix,
Arizona
| – | -$95.7K | -10,008 | Closed |
|
|
QT
128
Quantbot Technologies
New York
| – | -$74.1K | -7,755 | Closed |
|
|
PA
129
Parallel Advisors
San Francisco,
California
| – | -$2.46K | -257 | Closed |
|
130
Comerica Bank
Dallas,
Texas
| – | +$2.09M | +203,265 | New |
|
LIND Hedge Fund Activity: Q2 2023 in Review
115 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2023, worth a combined $372M — up 11% from $336M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of LIND and 10 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 51 added.
The largest buyer was Black Diamond Financial, adding an estimated $8.87M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.
- 115 institutional investors held Lindblad Expeditions (LIND) as of Q2 2023, down from 121 in Q1 2023.
- Funds reported $372M of Lindblad Expeditions stock for Q2 2023, up 11% quarter-over-quarter.
- 10 funds opened new Lindblad Expeditions positions in Q2 2023 and 16 closed out, a net change of -6 holders.
- The largest Lindblad Expeditions buyer in Q2 2023 was Black Diamond Financial, an estimated $8.87M added.
- The largest Lindblad Expeditions seller in Q2 2023 was Fidelity Investments, an estimated $20.1M sold.
Based on aggregated 13F filings for Q2 2023.