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Lincoln Electric

585 hedge funds and large institutions have $11.3B invested in Lincoln Electric in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 178 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 29

167% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.88M

13% more capital invested

Capital invested by funds: $9.95B → $11.3B (+$1.34B)

10% more funds holding

Funds holding: 530585 (+55)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.94% less ownership

Funds ownership: 80%78.05% (-1.9%)

21% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 224

Holders
585
Holders Change
+55
Holders Change %
+10.38%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
84
Increased
178
Reduced
224
Closed
29
Calls
$10.4M
Puts
$3.88M
Net Calls
+$6.49M
Net Calls Change
+$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$742K -$492K -2,081 -40%
RDFA
327
Ritter Daniher Financial Advisory
Ohio
$741K
BRWA
328
B. Riley Wealth Advisors
Florida
$740K -$4.01K -17 -0.4%
MYIA
329
Mount Yale Investment Advisors
Colorado
$739K -$9.21K -39 -1%
SCA
330
Snowden Capital Advisors
New York
$737K +$241K +1,020 +55%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$735K -$56.9K -241 -8%
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$731K +$676K +2,863 New
CW
333
Connectus Wealth
Ohio
$715K -$94.5K -400 -13%
BCM
334
Bayesian Capital Management
New York
$715K +$661K +2,800 New
SFA
335
Sequoia Financial Advisors
Ohio
$683K -$14.2K -60 -2%
MS
336
Maven Securities
Jersey
$676K +$625K +2,646 New
PTC
337
Private Trust Company
Ohio
$676K -$3.78K -16 -0.6%
TPI
338
Trust Point Inc
Wisconsin
$672K -$12.3K -52 -2%
AIM
339
Aigen Investment Management
New York
$664K +$299K +1,265 +95%
BFA
340
Beacon Financial Advisory
Ohio
$663K -$10.6K -45 -2%
NPF
341
Norris Perne & French
Michigan
$659K
FFO
342
Fiduciary Family Office
Florida
$642K +$80.8K +342 +16%
Aviva
343
Aviva
United Kingdom
$635K -$121K -511 -17%
UCI
344
Uncommon Cents Investing
Wisconsin
$632K
EP
345
Edgestream Partners
New Jersey
$631K +$44.4K +188 +8%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$631K -$8.27K -35 -1%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$629K +$581K +2,461 New
GI
348
GLOBALT Investments
Georgia
$628K -$18.4K -78 -3%
SCM
349
Shelton Capital Management
Colorado
$617K -$12K -51 -2%
Corient Private Wealth
350
Corient Private Wealth
Florida
$612K +$36.4K +154 +7%

LECO Hedge Fund Activity: Q1 2024 in Review

585 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2024, worth a combined $11.3B — up 13% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LECO positions and 29 closed out — a net gain of 55 holders — while 178 added to existing stakes and 224 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $41.7M. The largest seller was Morgan Stanley, cutting an estimated $61.9M.

  • 585 institutional investors held Lincoln Electric (LECO) as of Q1 2024, up from 530 in Q4 2023.
  • Funds reported $11.3B of Lincoln Electric stock for Q1 2024, up 13% quarter-over-quarter.
  • 84 funds opened new Lincoln Electric positions in Q1 2024 and 29 closed out, a net change of +55 holders.
  • The largest Lincoln Electric buyer in Q1 2024 was First Trust Advisors, an estimated $41.7M added.
  • The largest Lincoln Electric seller in Q1 2024 was Morgan Stanley, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2024.