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Lincoln Electric

363 hedge funds and large institutions have $5.71B invested in Lincoln Electric in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

101% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $4.28M

6% more funds holding

Funds holding: 342363 (+21)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 75%74.64% (-0.36%)

1% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 113

3% less capital invested

Capital invested by funds: $5.87B → $5.71B (-$153M)

Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
112
Reduced
113
Closed
23
Calls
$8.61M
Puts
$4.28M
Net Calls
+$4.33M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Mascoma Wealth Management
New Hampshire
$21K +$22.6K +166 New
JWA
327
JFS Wealth Advisors
Pennsylvania
$20K +$136 +1 +0.6%
SPIA
328
Steward Partners Investment Advisory
New York
$18K
TWM
329
Tradition Wealth Management
Minnesota
$16K +$136 +1 +0.8%
MA
330
MUFG Americas
New York
$15K +$15.8K +116 New
FF
331
FourThought Financial
Florida
$13K
FPS
332
Fieldpoint Private Securities
Connecticut
$12K
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$11K +$3.94K +29 +49%
GWM
334
Geneos Wealth Management
Colorado
$10K
LC
335
Lindbrook Capital
California
$10K
FHA
336
First Horizon Advisors
Tennessee
$10K +$1.36K +10 +14%
GKIM
337
GW&K Investment Management
Massachusetts
$9K
BCA
338
Berman Capital Advisors
Georgia
$7K
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$6K -$1.36K -10 -14%
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
$6K
PK
341
Pflug Koory
Nebraska
$6K
ETC
342
Exchange Traded Concepts
Oklahoma
$6K +$6.12K +45 New
DSC
343
Duncker Streett & Co
Missouri
$5K
VCM
344
Versant Capital Management
Arizona
$5K
GRP
345
Global Retirement Partners
California
$5K +$5.03K +37 New
EARNEST Partners
346
EARNEST Partners
Georgia
$4K
SC
347
Solstein Capital
California
$4K
APA
348
American Portfolios Advisors
New York
$3.22K
CWC
349
Carolinas Wealth Consulting
North Carolina
$3K
PFBT
350
Parkside Financial Bank & Trust
Missouri
$3K +$680 +5 +29%

LECO Hedge Fund Activity: Q3 2021 in Review

363 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2021, worth a combined $5.71B — down 2.6% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LECO positions and 23 closed out — a net gain of 25 holders — while 112 added to existing stakes and 113 trimmed.

The largest buyer was Bessemer Group, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $53.4M.

  • 363 institutional investors held Lincoln Electric (LECO) as of Q3 2021, up from 342 in Q2 2021.
  • Funds reported $5.71B of Lincoln Electric stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 48 funds opened new Lincoln Electric positions in Q3 2021 and 23 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2021 was Bessemer Group, an estimated $83.2M added.
  • The largest Lincoln Electric seller in Q3 2021 was JP Morgan Chase, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2021.