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Lincoln Electric

441 hedge funds and large institutions have $6.43B invested in Lincoln Electric in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

102% more call options, than puts

Call options by funds: $3.68M | Put options by funds: $1.82M

24% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 127

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 407441 (+34)

2.26% more ownership

Funds ownership: 75.79%78.05% (+2.3%)

80% less capital invested

Capital invested by funds: $32.9B → $6.43B (-$26.5B)

Holders
441
Holders Change
+34
Holders Change %
+8.35%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
75
Increased
158
Reduced
127
Closed
31
Calls
$3.68M
Puts
$1.82M
Net Calls
+$1.86M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Ancora Advisors
Ohio
$271K -$7.01K -50 -3%
LFA
327
Legacy Financial Advisors
Kentucky
$270K +$3.37K +24 +1%
RA
328
Riversedge Advisors
Delaware
$267K
EP
329
Edgestream Partners
New Jersey
$263K +$256K +1,822 New
MP
330
McDonald Partners
Ohio
$262K -$3.51K -25 -1%
PTC
331
Private Trust Company
Ohio
$262K
TRCT
332
Tower Research Capital (TRC)
New York
$248K -$260K -1,851 -52%
Corient Private Wealth
333
Corient Private Wealth
Florida
$248K +$240K +1,713 New
SPA
334
Sherbrooke Park Advisers
New York
$246K +$238K +1,700 New
CB
335
Commerce Bank
Missouri
$244K -$20.8K -148 -8%
PNC
336
Park National Corp
Ohio
$242K
WSCM
337
Wellington Shields Capital Management
New York
$238K
SWP
338
Stratos Wealth Partners
Ohio
$236K -$42.2K -301 -16%
II
339
Inspire Investing
Idaho
$236K -$2.38K -17 -1%
CMI
340
Clare Market Investments
Texas
$231K +$224K +1,600 New
API
341
Advisor Partners II
California
$229K +$222K +1,585 New
PCM
342
Prelude Capital Management
New York
$227K -$232K -1,651 -51%
ASBI
343
American State Bank (Iowa)
Iowa
$217K
NGA
344
Naples Global Advisors
Florida
$214K +$208K +1,484 New
AWM
345
AE Wealth Management
Kansas
$214K -$564K -4,022 -73%
OCM
346
Orchard Capital Management
Illinois
$209K +$203K +1,445 New
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$206K -$88.1K -628 -31%
V
348
Veritable
Delaware
$204K +$198K +1,414 New
DFA
349
Delta Financial Advisors
Louisiana
$202K +$196K +1,400 New
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$199K -$45.2K -322 -19%

LECO Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2022, worth a combined $6.43B — down 80% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LECO positions and 31 closed out — a net gain of 44 holders — while 158 added to existing stakes and 127 trimmed.

The largest buyer was Macquarie Group, adding an estimated $52.4M. The largest seller was Janus Henderson Group, cutting an estimated $91.4M.

  • 441 institutional investors held Lincoln Electric (LECO) as of Q4 2022, up from 407 in Q3 2022.
  • Funds reported $6.43B of Lincoln Electric stock for Q4 2022, down 80% quarter-over-quarter.
  • 75 funds opened new Lincoln Electric positions in Q4 2022 and 31 closed out, a net change of +44 holders.
  • The largest Lincoln Electric buyer in Q4 2022 was Macquarie Group, an estimated $52.4M added.
  • The largest Lincoln Electric seller in Q4 2022 was Janus Henderson Group, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2022.