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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
OCM
251
Orchard Capital Management
Illinois
$345K
Amundi
252
Amundi
France
$340K
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$337K +$2.72K +20 +0.8%
WAM
254
World Asset Management
Michigan
$336K -$13.5K -99 -4%
CMI
255
Clare Market Investments
Texas
$335K +$10.2K +75 +3%
XT
256
XTX Topco
Cayman Islands
$334K -$108K -797 -23%
GT
257
Greenleaf Trust
Michigan
$332K +$14.4K +106 +4%
IFS
258
Ifrah Financial Services
Arkansas
$329K -$1.36K -10 -0.4%
CFG
259
Citizens Financial Group
Rhode Island
$324K +$343K +2,519 New
SWP
260
Stratos Wealth Partners
Ohio
$323K +$544 +4 +0.2%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$322K +$4.08K +30 +1%
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$322K +$341K +2,504 New
AF
263
Allworth Financial
California
$321K -$5.99K -44 -2%
UCI
264
Uncommon Cents Investing
Wisconsin
$319K +$81.6K +600 +32%
CB
265
Commerce Bank
Missouri
$315K +$6.26K +46 +2%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$308K +$326K +2,393 New
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$305K +$4.22K +31 +1%
CWM
268
Cornerstone Wealth Management
Missouri
$304K
BRWM
269
B. Riley Wealth Management
Tennessee
$303K +$320K +2,353 New
BU
270
BBVA USA
Alabama
$301K -$2.72K -20 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
271
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K +$317K +2,333 New
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$294K
Jane Street
273
Jane Street
New York
$286K +$302K +2,217 New
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$284K +$12.8K +94 +4%
JGUA
275
John G. Ullman & Associates
New York
$283K +$299K +2,200 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.