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Lincoln Electric

343 hedge funds and large institutions have $5.42B invested in Lincoln Electric in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.43M

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 330343 (+13)

5% more capital invested

Capital invested by funds: $5.18B → $5.42B (+$246M)

0.9% less ownership

Funds ownership: 75.01%74.11% (-0.9%)

21% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 127

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
343
Holders Change
+13
Holders Change %
+3.94%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
100
Reduced
127
Closed
33
Calls
$6.28M
Puts
$1.43M
Net Calls
+$4.86M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gemmer Asset Management
California
$22K
AWA
302
Artemis Wealth Advisors
New York
$21.2K +$119 +1 +0.6%
MWM
303
Mascoma Wealth Management
New Hampshire
$20K +$19.8K +166 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$19K +$119 +1 +0.6%
SPIA
305
Steward Partners Investment Advisory
New York
$17.6K
TWM
306
Tradition Wealth Management
Minnesota
$15K +$119 +1 +0.8%
QCG
307
Quadrant Capital Group
Ohio
$14K
AIG
308
American International Group
New York
$13.3K +$92.1K +771 +0.7%
FF
309
FourThought Financial
Florida
$13K -$3.23K -27 -20%
Fuller & Thaler Asset Management
310
Fuller & Thaler Asset Management
California
$13K
FPS
311
Fieldpoint Private Securities
Connecticut
$11K +$597 +5 +6%
GWM
312
Geneos Wealth Management
Colorado
$10K
LC
313
Lindbrook Capital
California
$10K
GKIM
314
GW&K Investment Management
Massachusetts
$9K
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$9K +$1.43K +12 +20%
FHA
316
First Horizon Advisors
Tennessee
$8K
BCA
317
Berman Capital Advisors
Georgia
$7K +$2.03K +17 +39%
PK
318
Pflug Koory
Nebraska
$6K +$5.38K +45 New
DSC
319
Duncker Streett & Co
Missouri
$5K
AssetMark Inc
320
AssetMark Inc
California
$5K +$1.31K +11 +33%
SL
321
Savior LLC
Massachusetts
$4K
VCM
322
Versant Capital Management
Arizona
$4K
SC
323
Solstein Capital
California
$4K +$3.46K +29 New
APA
324
American Portfolios Advisors
New York
$3.07K +$2.99K +25 New
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$3K -$2.39K -20 -42%

LECO Hedge Fund Activity: Q1 2021 in Review

343 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2021, worth a combined $5.42B — up 4.8% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new LECO positions and 33 closed out — a net gain of 14 holders — while 100 added to existing stakes and 127 trimmed.

The largest buyer was BlackRock, adding an estimated $20.3M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $24.8M sold.

  • 343 institutional investors held Lincoln Electric (LECO) as of Q1 2021, up from 330 in Q4 2020.
  • Funds reported $5.42B of Lincoln Electric stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 47 funds opened new Lincoln Electric positions in Q1 2021 and 33 closed out, a net change of +14 holders.
  • The largest Lincoln Electric buyer in Q1 2021 was BlackRock, an estimated $20.3M added.
  • The largest Lincoln Electric seller in Q1 2021 was 1832 Asset Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2021.