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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
CAN
251
Cetera Advisor Networks
California
$1.58M -$77K -326 -5%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$1.57M
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$1.55M +$14.2K +60 +1%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$1.53M +$38K +161 +3%
DB
255
Danske Bank
Denmark
$1.5M +$1.39M +5,889 New
FNBOO
256
First National Bank of Omaha
Nebraska
$1.5M +$1.87M +7,924 New
OAM
257
Oppenheimer Asset Management
New York
$1.49M -$449K -1,899 -25%
II
258
Inspire Investing
Idaho
$1.48M -$1.16M -4,914 -46%
ADMI
259
Albert D. Mason Inc
Massachusetts
$1.46M +$10.4K +44 +0.8%
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$1.46M -$154K -650 -10%
IC
261
IEQ Capital
California
$1.45M +$945 +4 +0.1%
SYBT
262
Stock Yards Bank & Trust
Kentucky
$1.42M -$110K -465 -8%
VIM
263
VELA Investment Management
Ohio
$1.42M +$1.42K +6 +0.1%
AWM
264
AE Wealth Management
Kansas
$1.42M -$1.85M -7,830 -58%
TFP
265
Tilia Fiduciary Partners
North Carolina
$1.41M
Prudential Financial
266
Prudential Financial
New Jersey
$1.38M
GCM
267
Graham Capital Management
Connecticut
$1.37M +$1.27M +5,373 New
SLI
268
Sumitomo Life Insurance
Japan
$1.36M -$55.5K -235 -4%
US Bancorp
269
US Bancorp
Minnesota
$1.36M -$26.9K -114 -2%
DTL
270
Dynamic Technology Lab
Singapore
$1.35M +$1.25M +5,290 New
CP
271
Cumberland Partners
Ontario, Canada
$1.33M -$189K -800 -13%
LAM
272
Lifestyle Asset Management
Texas
$1.32M -$286K -1,209 -19%
AssetMark Inc
273
AssetMark Inc
California
$1.29M +$236K +998 +25%
VPIM
274
Vanguard Personalized Indexing Management
California
$1.26M -$255K -1,078 -18%
HNB
275
Huntington National Bank
Ohio
$1.26M +$16.1K +68 +1%

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.