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Lincoln Electric

343 hedge funds and large institutions have $5.42B invested in Lincoln Electric in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.43M

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 330343 (+13)

5% more capital invested

Capital invested by funds: $5.18B → $5.42B (+$246M)

0.9% less ownership

Funds ownership: 75.01%74.11% (-0.9%)

21% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 127

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
343
Holders Change
+13
Holders Change %
+3.94%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
100
Reduced
127
Closed
33
Calls
$6.28M
Puts
$1.43M
Net Calls
+$4.86M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
226
Ritter Daniher Financial Advisory
Ohio
$369K
SIC
227
Sigma Investment Counselors
Michigan
$369K
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369K
HighTower Advisors
229
HighTower Advisors
Illinois
$368K +$9.92K +83 +3%
WAM
230
World Asset Management
Michigan
$363K -$24.4K -204 -7%
QC
231
Quadrature Capital
United Kingdom
$357K -$285K -2,388 -45%
EGM
232
Engineers Gate Manager
New York
$342K +$332K +2,779 New
LIA
233
LS Investment Advisors
Michigan
$334K -$115K -966 -26%
IFS
234
Ifrah Financial Services
Arkansas
$331K -$14.5K -121 -4%
OCM
235
Orchard Capital Management
Illinois
$329K
DT
236
Diversified Trust
Tennessee
$324K +$64.1K +536 +26%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$320K +$61.4K +514 +25%
AF
238
Allworth Financial
California
$316K
HF
239
HRT Financial
New York
$315K +$307K +2,568 New
SWP
240
Stratos Wealth Partners
Ohio
$308K -$143K -1,195 -32%
GT
241
Greenleaf Trust
Michigan
$303K +$54.9K +459 +23%
PP
242
Paloma Partners
Connecticut
$298K +$289K +2,422 New
CB
243
Commerce Bank
Missouri
$295K
TPW
244
TL Private Wealth
Texas
$294K
CAN
245
Cetera Advisor Networks
California
$291K -$36.9K -309 -12%
CWM
246
Cornerstone Wealth Management
Missouri
$290K
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$282K +$50.4K +422 +23%
GAM
248
Gotham Asset Management
New York
$278K +$270K +2,260 New
CI
249
Cigna Investments
Connecticut
$268K +$12.4K +104 +5%
UCI
250
Uncommon Cents Investing
Wisconsin
$264K

LECO Hedge Fund Activity: Q1 2021 in Review

343 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2021, worth a combined $5.42B — up 4.8% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new LECO positions and 33 closed out — a net gain of 14 holders — while 100 added to existing stakes and 127 trimmed.

The largest buyer was BlackRock, adding an estimated $20.3M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $24.8M sold.

  • 343 institutional investors held Lincoln Electric (LECO) as of Q1 2021, up from 330 in Q4 2020.
  • Funds reported $5.42B of Lincoln Electric stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 47 funds opened new Lincoln Electric positions in Q1 2021 and 33 closed out, a net change of +14 holders.
  • The largest Lincoln Electric buyer in Q1 2021 was BlackRock, an estimated $20.3M added.
  • The largest Lincoln Electric seller in Q1 2021 was 1832 Asset Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2021.