LECO icon

Lincoln Electric
LECO

Overview Fund Activity

501 hedge funds and large institutions have $8.35B invested in Lincoln Electric in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 179 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+13
Holders Change %
+2.66%
% of All Funds
7.99%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
71
Increased
179
Reduced
155
Closed
52
Calls
$16.2M
Puts
$6.02M
Net Calls
+$10.2M
Net Calls Change
+$4.54M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$307M
2
ZIG
2
Zurich Insurance Group
Switzerland
$36.7M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$34.8M
4
Invesco
4
Invesco
Georgia
$191M
5
RG
5
Renaissance Group
Kentucky
$28.4M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$69.8M
2
Bessemer Group
2
Bessemer Group
New Jersey
$117M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$105M
4
EIG
4
EdgePoint Investment Group
Ontario, Canada
$251M
5
Victory Capital Management
5
Victory Capital Management
Texas
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
326
Ritter Daniher Financial Advisory
Ohio
$527K – – –
WBC
327
Westpac Banking Corp
Australia
$527K +$527K +2,900 New
PAS
328
Park Avenue Securities
New York
$523K +$523K +2,878 New
AWM
329
Avior Wealth Management
Nebraska
$521K +$58.5K +322 +13%
Amundi
330
Amundi
France
$521K -$15.6K -85 -3%
SFA
331
Sequoia Financial Advisors
Ohio
$519K -$22.4K -123 -4%
CCM
332
Coldstream Capital Management
Washington
$519K -$545 -3 -0.1%
SCM
333
Shelton Capital Management
Colorado
$485K -$15.6K -86 -3%
BFA
334
Beacon Financial Advisory
Ohio
$480K – – –
PTC
335
Petrus Trust Company
Texas
$470K +$470K +2,588 New
NPF
336
Norris Perne & French
Michigan
$469K – – –
EFG
337
Everhart Financial Group
Ohio
$464K +$3.27K +18 +0.7%
GT
338
Greenleaf Trust
Michigan
$456K +$364 +2 +0.1%
CW
339
Connectus Wealth
Ohio
$454K – – –
QT
340
Quantamental Technologies
New York
$454K +$454K +2,500 New
UCI
341
Uncommon Cents Investing
Wisconsin
$450K – – –
RFC
342
Regions Financial Corp
Alabama
$443K +$36.9K +203 +9%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$440K – – –
PTC
344
Private Trust Company
Ohio
$438K +$12.2K +67 +3%
CWM
345
CarsonAllaria Wealth Management
Illinois
$437K -$49.5K -272 -10%
KLC
346
Knowledge Leaders Capital
Colorado
$430K +$430K +2,368 New
CWM
347
Cornerstone Wealth Management
Missouri
$429K – – –
AF
348
Allworth Financial
California
$415K -$3.09K -17 -0.7%
IFS
349
Ifrah Financial Services
Arkansas
$414K -$3.82K -21 -0.9%
OCM
350
Osterweis Capital Management
California
$400K – – –
12 13
14
15 16