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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
EFG
301
Everhart Financial Group
Ohio
$967K +$86K +364 +11%
VIM
302
Vancity Investment Management
British Columbia, Canada
$964K +$112K +473 +14%
FHB
303
First Hawaiian Bank
Hawaii
$942K +$871K +3,688 New
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$939K -$130K -549 -13%
MML Investors Services
305
MML Investors Services
Massachusetts
$938K -$174K -736 -17%
QCM
306
Quantinno Capital Management
New York
$925K -$244K -1,035 -22%
MCP
307
Martin Capital Partners
Oregon
$911K -$19.8K -84 -2%
TCM
308
Telos Capital Management
California
$908K -$165K -697 -16%
CCIA
309
Campbell & Co Investment Adviser
Maryland
$899K +$329K +1,391 +65%
CAM
310
Cresset Asset Management
Illinois
$891K +$54.8K +232 +7%
LS
311
Livforsakringsbolaget Skandia
Sweden
$880K
SIA
312
Strategic Investment Advisors
Michigan
$879K -$92.1K -390 -10%
TRCT
313
Tower Research Capital (TRC)
New York
$861K -$244K -1,033 -23%
VF
314
Vest Financial
Virginia
$859K +$794K +3,362 New
AWM
315
Avior Wealth Management
Nebraska
$816K +$43.7K +185 +6%
OWA
316
Outlook Wealth Advisors
Texas
$814K -$82.7K -350 -10%
SCI
317
S&CO Inc
Massachusetts
$802K +$742K +3,140 New
PAM
318
Panagora Asset Management
Massachusetts
$788K -$218K -923 -23%
MIC
319
Meridian Investment Counsel
California
$779K
D.E. Shaw & Co
320
D.E. Shaw & Co
New York
$771K +$366K +1,548 +105%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$766K
PIM
322
Penobscot Investment Management
Massachusetts
$766K
SIC
323
Sigma Investment Counselors
Michigan
$766K
CIA
324
Citadel Investment Advisory
Ohio
$765K
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$745K -$79.4K -336 -10%

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.