We are live on ! Find out more
LECO icon

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
SFS
326
Sowell Financial Services
Arkansas
$3K -$1.43K -12 -34%
EARNEST Partners
327
EARNEST Partners
Georgia
$3K
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$2K
TWA
329
TCI Wealth Advisors
Arizona
$2K
MWP
330
Meridian Wealth Partners
Pennsylvania
$2K +$1.55K +13 New
SCA
331
Stonebridge Capital Advisors
Minnesota
$2K +$1.67K +14 New
CWC
332
Carolinas Wealth Consulting
North Carolina
$2K +$2.39K +20 New
Nisa Investment Advisors
333
Nisa Investment Advisors
Missouri
$1.98K
GFPC
334
Global Financial Private Client
Florida
$1.49K
CFGS
335
Concourse Financial Group Securities
Alabama
$1K -$10K -84 -88%
FHC
336
First Horizon Corporation
Tennessee
$1K
IA
337
IFP Advisors
Florida
$1K
PFBT
338
Parkside Financial Bank & Trust
Missouri
$1K
FGAM
339
Financial Gravity Asset Management
Texas
$28
SWM
340
Sugarloaf Wealth Management
Georgia
$5
BBHC
341
Brown Brothers Harriman & Co
New York
$1 +$717 +6 New
1832 Asset Management
342
1832 Asset Management
Ontario, Canada
-$24.8M -212,100 Closed
ADEF
343
Adams Diversified Equity Fund
Maryland
-$11.9M -102,300 Closed
MSA
344
Mason Street Advisors
Wisconsin
-$3.69M -31,762 Closed
NISOA
345
National Investment Services of America
Wisconsin
-$1.41M -12,132 Closed
SM
346
Sciencast Management
New Jersey
-$1.17M -9,648 Closed
RIM
347
Redwood Investment Management
Arizona
-$913K -7,852 Closed
DTL
348
Dynamic Technology Lab
Singapore
-$855K -7,357 Closed
BA
349
Bridgewater Associates
Connecticut
-$701K -6,031 Closed
SAM
350
Shell Asset Management
Netherlands
-$619K -5,325 Closed

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.