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Lincoln Electric

407 hedge funds and large institutions have $32.9B invested in Lincoln Electric in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more capital invested

Capital invested by funds: $5.37B → $32.9B (+$27.6B)

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 387407 (+20)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 127

0.81% more ownership

Funds ownership: 74.98%75.79% (+0.81%)

55% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $6.55M

Holders
407
Holders Change
+20
Holders Change %
+5.17%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
53
Increased
139
Reduced
127
Closed
28
Calls
$2.98M
Puts
$6.55M
Net Calls
-$3.57M
Net Calls Change
-$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
251
LPL Financial
California
$491K -$206K -1,530 -28%
MCP
252
Martin Capital Partners
Oregon
$482K +$66K +489 +15%
JF
253
Jump Financial
Illinois
$478K -$459K -3,398 -47%
PTC
254
Petrus Trust Company
Texas
$472K +$259K +1,916 +104%
PAMS
255
Pictet Asset Management (Switzerland)
Switzerland
$458K
TRCT
256
Tower Research Capital (TRC)
New York
$449K -$79.5K -589 -14%
CWM
257
CarsonAllaria Wealth Management
Illinois
$449K +$2.29K +17 +0.5%
VPIM
258
Vanguard Personalized Indexing Management
California
$440K -$18.1K -134 -4%
BRWA
259
B. Riley Wealth Advisors
Florida
$429K +$460K +3,409 New
Amundi
260
Amundi
France
$418K +$6.75K +50 +2%
Walleye Trading
261
Walleye Trading
New York
$416K -$44.7K -331 -9%
PCM
262
Prelude Capital Management
New York
$405K +$434K +3,219 New
GC
263
Guggenheim Capital
Illinois
$396K -$348K -2,578 -45%
HighTower Advisors
264
HighTower Advisors
Illinois
$396K +$80.8K +599 +24%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$386K +$36.8K +273 +10%
SCM
266
Shelton Capital Management
Colorado
$384K -$12.7K -94 -3%
TCM
267
Teza Capital Management
Illinois
$383K +$157K +1,167 +62%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$377K
PIM
269
Penobscot Investment Management
Massachusetts
$377K
RDFA
270
Ritter Daniher Financial Advisory
Ohio
$377K
SIC
271
Sigma Investment Counselors
Michigan
$377K
FL
272
Fort LP
Maryland
$374K -$268K -1,987 -40%
CAN
273
Cetera Advisor Networks
California
$358K +$76.5K +567 +25%
AWM
274
Avior Wealth Management
Nebraska
$353K +$6.21K +46 +2%
Man Group
275
Man Group
United Kingdom
$349K +$375K +2,781 New

LECO Hedge Fund Activity: Q3 2022 in Review

407 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2022, worth a combined $32.9B — up 513% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LECO positions and 28 closed out — a net gain of 25 holders — while 139 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $66.9M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $83M sold.

  • 407 institutional investors held Lincoln Electric (LECO) as of Q3 2022, up from 387 in Q2 2022.
  • Funds reported $32.9B of Lincoln Electric stock for Q3 2022, up 513% quarter-over-quarter.
  • 53 funds opened new Lincoln Electric positions in Q3 2022 and 28 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2022 was Janus Henderson Group, an estimated $66.9M added.
  • The largest Lincoln Electric seller in Q3 2022 was Stratos Wealth Advisors, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2022.