Lindblad Expeditions
LIND
163 hedge funds and large institutions have $415M invested in Lindblad Expeditions in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 12 closing their positions.
233% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 12
53% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 40
36% more capital invested
Capital invested by funds: $306M → $415M (+$109M)
19% more funds holding
Funds holding: 137 → 163 (+26)
3.6% more ownership
Funds ownership: 60.54% → 64.14% (+3.6%)
8% more call options, than puts
Call options by funds: $355K | Put options by funds: $328K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$5.16M |
| 2 |
PA
Pinnacle Associates
New York
|
+$4.57M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.46M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$3.69M |
| 5 |
BlackRock
New York
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$8.22M |
| 2 |
AI
Aperture Investors
New York
|
-$5.28M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$2.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.06M |
| 5 |
RA
Royce & Associates
New York
|
-$1.81M |
LIND Hedge Fund Activity: Q4 2024 in Review
163 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2024, worth a combined $415M — up 36% from $306M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LIND positions and 12 closed out — a net gain of 28 holders — while 61 added to existing stakes and 40 trimmed.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $5.16M. The largest seller was Ariel Investments, cutting an estimated $8.22M.
- 163 institutional investors held Lindblad Expeditions (LIND) as of Q4 2024, up from 137 in Q3 2024.
- Funds reported $415M of Lindblad Expeditions stock for Q4 2024, up 36% quarter-over-quarter.
- 40 funds opened new Lindblad Expeditions positions in Q4 2024 and 12 closed out, a net change of +28 holders.
- The largest Lindblad Expeditions buyer in Q4 2024 was Penn Capital Management, an estimated $5.16M added.
- The largest Lindblad Expeditions seller in Q4 2024 was Ariel Investments, an estimated $8.22M sold.
Based on aggregated 13F filings for Q4 2024.