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Lincoln Electric

552 hedge funds and large institutions have $8.45B invested in Lincoln Electric in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 78.05%78.69% (+0.64%)

1% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $6.53M

6% less funds holding

Funds holding: 585552 (-33)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 214

25% less capital invested

Capital invested by funds: $11.3B → $8.45B (-$2.85B)

26% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 97

Holders
552
Holders Change
-33
Holders Change %
-5.64%
% of All Funds
7.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
72
Increased
180
Reduced
214
Closed
97
Calls
$6.45M
Puts
$6.53M
Net Calls
-$76K
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
326
Penobscot Investment Management
Massachusetts
$566K
SIC
327
Sigma Investment Counselors
Michigan
$566K
PP
328
Paloma Partners
Connecticut
$563K +$647K +2,982 New
VA
329
Vident Advisory
Georgia
$558K +$642K +2,958 New
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$547K
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$546K -$170K -781 -21%
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$539K -$1.74K -8 -0.3%
Janney Montgomery Scott
333
Janney Montgomery Scott
Pennsylvania
$524K -$21.7K -100 -3%
AWAU
334
Alliance Wealth Advisors (Utah)
Utah
$515K +$593K +2,732 New
Mackenzie Financial
335
Mackenzie Financial
Ontario, Canada
$511K +$588K +2,711 New
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$510K -$46.9K -216 -7%
SFA
337
Sequoia Financial Advisors
Ohio
$507K +$2.82K +13 +0.5%
PCM
338
Prelude Capital Management
New York
$502K +$578K +2,662 New
PTC
339
Private Trust Company
Ohio
$499K
MYIA
340
Mount Yale Investment Advisors
Colorado
$498K -$54.7K -252 -9%
CIA
341
Citadel Investment Advisory
Ohio
$489K -$86.8K -400 -13%
NPF
342
Norris Perne & French
Michigan
$487K
OR
343
Olympiad Research
Connecticut
$485K +$558K +2,572 New
AF
344
Allworth Financial
California
$484K +$21.9K +101 +4%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$482K +$18.4K +85 +3%
TPI
346
Trust Point Inc
Wisconsin
$479K -$20.2K -93 -4%
LCM
347
Laurion Capital Management
New York
$473K +$544K +2,505 New
UCI
348
Uncommon Cents Investing
Wisconsin
$467K
Corient Private Wealth
349
Corient Private Wealth
Florida
$465K +$15.2K +70 +3%
NA
350
NewEdge Advisors
Louisiana
$457K +$27.3K +126 +5%

LECO Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2024, worth a combined $8.45B — down 25% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LECO and 72 opened new positions — a net loss of 25 holders — while 214 trimmed existing stakes and 180 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $193M. The largest seller was Capital International Investors, cutting an estimated $158M.

  • 552 institutional investors held Lincoln Electric (LECO) as of Q2 2024, down from 585 in Q1 2024.
  • Funds reported $8.45B of Lincoln Electric stock for Q2 2024, down 25% quarter-over-quarter.
  • 72 funds opened new Lincoln Electric positions in Q2 2024 and 97 closed out, a net change of -25 holders.
  • The largest Lincoln Electric buyer in Q2 2024 was EdgePoint Investment Group, an estimated $193M added.
  • The largest Lincoln Electric seller in Q2 2024 was Capital International Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2024.