We are live on ! Find out more
LECO icon

Lincoln Electric

363 hedge funds and large institutions have $5.71B invested in Lincoln Electric in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

101% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $4.28M

6% more funds holding

Funds holding: 342363 (+21)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 75%74.64% (-0.36%)

1% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 113

3% less capital invested

Capital invested by funds: $5.87B → $5.71B (-$153M)

Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
112
Reduced
113
Closed
23
Calls
$8.61M
Puts
$4.28M
Net Calls
+$4.33M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
226
LPL Financial
California
$482K +$12.9K +95 +3%
VI
227
Versor Investments
New York
$480K +$276K +2,029 +119%
D
228
Diversified
Delaware
$473K
William Blair & Company
229
William Blair & Company
Illinois
$468K
VPIM
230
Vanguard Personalized Indexing Management
California
$464K +$9.79K +72 +2%
DT
231
Diversified Trust
Tennessee
$440K +$57.9K +426 +14%
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$440K +$465K +3,419 New
SCM
233
Shelton Capital Management
Colorado
$438K
BCI
234
Brinker Capital Investments
Pennsylvania
$436K
EP
235
Edgestream Partners
New Jersey
$431K +$455K +3,346 New
PA
236
Profund Advisors
Maryland
$421K -$39.3K -289 -8%
HighTower Advisors
237
HighTower Advisors
Illinois
$418K +$31.1K +229 +8%
PAM
238
Panagora Asset Management
Massachusetts
$417K
KFA
239
Krane Funds Advisors
New York
$394K -$160K -1,173 -28%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$386K
PIM
241
Penobscot Investment Management
Massachusetts
$386K
RDFA
242
Ritter Daniher Financial Advisory
Ohio
$386K
SIC
243
Sigma Investment Counselors
Michigan
$386K
OC
244
Oppenheimer & Co
New York
$362K +$382K +2,807 New
PAMP
245
Polar Asset Management Partners
Ontario, Canada
$359K -$7.39M -54,301 -95%
AA
246
ALPS Advisors
Colorado
$356K +$376K +2,766 New
IP
247
Innovative Portfolios
Indiana
$352K +$38.6K +284 +13%
TPW
248
TL Private Wealth
Texas
$349K
MCP
249
Martin Capital Partners
Oregon
$348K +$117K +859 +47%
UFF
250
USA Financial Formulas
Michigan
$348K +$367K +2,701 New

LECO Hedge Fund Activity: Q3 2021 in Review

363 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2021, worth a combined $5.71B — down 2.6% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LECO positions and 23 closed out — a net gain of 25 holders — while 112 added to existing stakes and 113 trimmed.

The largest buyer was Bessemer Group, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $53.4M.

  • 363 institutional investors held Lincoln Electric (LECO) as of Q3 2021, up from 342 in Q2 2021.
  • Funds reported $5.71B of Lincoln Electric stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 48 funds opened new Lincoln Electric positions in Q3 2021 and 23 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2021 was Bessemer Group, an estimated $83.2M added.
  • The largest Lincoln Electric seller in Q3 2021 was JP Morgan Chase, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2021.