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Lincoln Electric

441 hedge funds and large institutions have $6.43B invested in Lincoln Electric in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

102% more call options, than puts

Call options by funds: $3.68M | Put options by funds: $1.82M

24% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 127

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 407441 (+34)

2.26% more ownership

Funds ownership: 75.79%78.05% (+2.3%)

80% less capital invested

Capital invested by funds: $32.9B → $6.43B (-$26.5B)

Holders
441
Holders Change
+34
Holders Change %
+8.35%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
75
Increased
158
Reduced
127
Closed
31
Calls
$3.68M
Puts
$1.82M
Net Calls
+$1.86M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$465K -$28.5K -203 -6%
Millennium Management
277
Millennium Management
New York
$460K -$33.3M -237,567 -99%
SFA
278
Sequoia Financial Advisors
Ohio
$443K +$66.8K +476 +18%
Fidelity Investments
279
Fidelity Investments
Massachusetts
$442K -$982 -7 -0.2%
PAS
280
Park Avenue Securities
New York
$439K +$175K +1,248 +70%
FC
281
FORA Capital
Florida
$439K +$426K +3,036 New
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$433K
PIM
283
Penobscot Investment Management
Massachusetts
$433K
SIC
284
Sigma Investment Counselors
Michigan
$433K
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$430K +$188K +1,337 +81%
SCM
286
Shelton Capital Management
Colorado
$423K -$17.3K -123 -4%
RDFA
287
Ritter Daniher Financial Advisory
Ohio
$419K -$14K -100 -3%
AWM
288
Avior Wealth Management
Nebraska
$406K
ACM
289
Acrisure Capital Management
Texas
$400K +$389K +2,770 New
FL
290
Fort LP
Maryland
$397K -$31.1K -222 -7%
CCM
291
Coldstream Capital Management
Washington
$394K +$382K +2,726 New
VI
292
Vestcor Inc
New Brunswick, Canada
$391K
PTC
293
Petrus Trust Company
Texas
$389K -$149K -1,061 -28%
HCM
294
HMS Capital Management
Tennessee
$388K -$3.37K -24 -0.9%
William Blair & Company
295
William Blair & Company
Illinois
$383K +$97.5K +695 +35%
LA
296
Lane & Associates
New Jersey
$381K +$370K +2,638 New
BFA
297
Beacon Financial Advisory
Ohio
$378K +$5.61K +40 +2%
NPF
298
Norris Perne & French
Michigan
$373K
TPW
299
TL Private Wealth
Texas
$370K
GT
300
Greenleaf Trust
Michigan
$367K -$7.57K -54 -2%

LECO Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2022, worth a combined $6.43B — down 80% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LECO positions and 31 closed out — a net gain of 44 holders — while 158 added to existing stakes and 127 trimmed.

The largest buyer was Macquarie Group, adding an estimated $52.4M. The largest seller was Janus Henderson Group, cutting an estimated $91.4M.

  • 441 institutional investors held Lincoln Electric (LECO) as of Q4 2022, up from 407 in Q3 2022.
  • Funds reported $6.43B of Lincoln Electric stock for Q4 2022, down 80% quarter-over-quarter.
  • 75 funds opened new Lincoln Electric positions in Q4 2022 and 31 closed out, a net change of +44 holders.
  • The largest Lincoln Electric buyer in Q4 2022 was Macquarie Group, an estimated $52.4M added.
  • The largest Lincoln Electric seller in Q4 2022 was Janus Henderson Group, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2022.