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Lincoln Electric

585 hedge funds and large institutions have $11.3B invested in Lincoln Electric in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 178 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 29

167% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.88M

13% more capital invested

Capital invested by funds: $9.95B → $11.3B (+$1.34B)

10% more funds holding

Funds holding: 530585 (+55)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.94% less ownership

Funds ownership: 80%78.05% (-1.9%)

21% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 224

Holders
585
Holders Change
+55
Holders Change %
+10.38%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
84
Increased
178
Reduced
224
Closed
29
Calls
$10.4M
Puts
$3.88M
Net Calls
+$6.49M
Net Calls Change
+$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$2.13M +$154K +650 +8%
FF
227
Farrow Financial
Vermont
$2.1M -$497K -2,104 -20%
CRC
228
Curi RMB Capital
Illinois
$2.08M +$304K +1,286 +19%
AWS
229
Atria Wealth Solutions
New York
$2.05M -$224K -948 -11%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$2.02M -$1.44M -6,097 -43%
Russell Investments Group
231
Russell Investments Group
United Kingdom
$2M -$35.4K -150 -2%
JF
232
Jump Financial
Illinois
$1.99M -$2.58M -10,924 -58%
AAM
233
Azzad Asset Management
Virginia
$1.99M +$1.89K +8 +0.1%
CAM
234
Councilmark Asset Management
Tennessee
$1.94M +$1.8M +7,606 New
SO
235
STRS Ohio
Ohio
$1.88M +$1.74M +7,378 New
Amundi
236
Amundi
France
$1.87M +$655K +2,773 +55%
Pictet Asset Management
237
Pictet Asset Management
Switzerland
$1.85M +$141K +595 +9%
CIP
238
Chartwell Investment Partners
Pennsylvania
$1.83M -$176K -745 -9%
NGA
239
Naples Global Advisors
Florida
$1.82M -$5.91K -25 -0.4%
FB
240
Fulton Bank
Pennsylvania
$1.74M +$38.3K +162 +2%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$1.73M +$47.7K +202 +3%
CWA
242
CM Wealth Advisors
Ohio
$1.72M -$40.5M -171,443 -96%
CM
243
Castleark Management
Illinois
$1.71M
AC
244
Arjuna Capital
North Carolina
$1.67M +$67.8K +287 +5%
PGCM
245
Prescott Group Capital Management
Oklahoma
$1.66M
Brown Advisory
246
Brown Advisory
Maryland
$1.64M -$3.74M -15,842 -71%
Mariner
247
Mariner
Kansas
$1.64M -$355K -1,502 -19%
EI
248
Ethic Inc
New York
$1.61M +$19.6K +83 +1%
PD
249
Point72 (DIFC)
United Arab Emirates
$1.61M +$1.49M +6,293 New
Federated Hermes
250
Federated Hermes
Pennsylvania
$1.58M -$87.6K -371 -6%

LECO Hedge Fund Activity: Q1 2024 in Review

585 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2024, worth a combined $11.3B — up 13% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LECO positions and 29 closed out — a net gain of 55 holders — while 178 added to existing stakes and 224 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $41.7M. The largest seller was Morgan Stanley, cutting an estimated $61.9M.

  • 585 institutional investors held Lincoln Electric (LECO) as of Q1 2024, up from 530 in Q4 2023.
  • Funds reported $11.3B of Lincoln Electric stock for Q1 2024, up 13% quarter-over-quarter.
  • 84 funds opened new Lincoln Electric positions in Q1 2024 and 29 closed out, a net change of +55 holders.
  • The largest Lincoln Electric buyer in Q1 2024 was First Trust Advisors, an estimated $41.7M added.
  • The largest Lincoln Electric seller in Q1 2024 was Morgan Stanley, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2024.