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Lincoln Electric

552 hedge funds and large institutions have $8.45B invested in Lincoln Electric in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 78.05%78.69% (+0.64%)

1% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $6.53M

6% less funds holding

Funds holding: 585552 (-33)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 214

25% less capital invested

Capital invested by funds: $11.3B → $8.45B (-$2.85B)

26% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 97

Holders
552
Holders Change
-33
Holders Change %
-5.64%
% of All Funds
7.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
72
Increased
180
Reduced
214
Closed
97
Calls
$6.45M
Puts
$6.53M
Net Calls
-$76K
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
301
Marcum Wealth
Ohio
$737K
CGH
302
Crossmark Global Holdings
Texas
$729K -$128K -590 -13%
Lido Advisors
303
Lido Advisors
California
$696K +$797K +3,674 New
CAM
304
Cresset Asset Management
Illinois
$684K +$29.3K +135 +4%
AC
305
AXQ Capital
New Jersey
$681K +$432K +1,990 +123%
TI
306
Tidal Investments
Wisconsin
$676K +$450K +2,075 +138%
EFG
307
Everhart Financial Group
Ohio
$671K -$49.3K -227 -6%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$657K -$293K -1,352 -28%
ET
309
Entropy Technologies
New York
$656K +$754K +3,475 New
MCP
310
Martin Capital Partners
Oregon
$651K -$25.2K -116 -3%
LS
311
Livforsakringsbolaget Skandia
Sweden
$651K
NG
312
Norden Group
Utah
$649K +$747K +3,440 New
AFA
313
Abacus FCF Advisors
Florida
$641K +$310K +1,428 +72%
VI
314
Versor Investments
New York
$630K -$1.26M -5,822 -64%
ANBT
315
American National Bank & Trust
Texas
$629K +$594K +2,736 +459%
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$623K -$521K -2,400 -42%
BAM
317
Blueshift Asset Management
New Jersey
$618K +$711K +3,278 New
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$611K +$488K +2,250 +227%
HIM
319
Hillsdale Investment Management
Ontario, Canada
$609K +$701K +3,230 New
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$608K -$176K -810 -20%
TCM
321
Telos Capital Management
California
$599K -$82.5K -380 -11%
Aviva
322
Aviva
United Kingdom
$592K +$141K +651 +26%
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$585K -$337K -1,551 -33%
MIC
324
Meridian Investment Counsel
California
$575K
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$566K

LECO Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2024, worth a combined $8.45B — down 25% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LECO and 72 opened new positions — a net loss of 25 holders — while 214 trimmed existing stakes and 180 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $193M. The largest seller was Capital International Investors, cutting an estimated $158M.

  • 552 institutional investors held Lincoln Electric (LECO) as of Q2 2024, down from 585 in Q1 2024.
  • Funds reported $8.45B of Lincoln Electric stock for Q2 2024, down 25% quarter-over-quarter.
  • 72 funds opened new Lincoln Electric positions in Q2 2024 and 97 closed out, a net change of -25 holders.
  • The largest Lincoln Electric buyer in Q2 2024 was EdgePoint Investment Group, an estimated $193M added.
  • The largest Lincoln Electric seller in Q2 2024 was Capital International Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2024.