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Lincoln Electric

343 hedge funds and large institutions have $5.42B invested in Lincoln Electric in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.43M

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 330343 (+13)

5% more capital invested

Capital invested by funds: $5.18B → $5.42B (+$246M)

0.9% less ownership

Funds ownership: 75.01%74.11% (-0.9%)

21% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 127

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
343
Holders Change
+13
Holders Change %
+3.94%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
100
Reduced
127
Closed
33
Calls
$6.28M
Puts
$1.43M
Net Calls
+$4.86M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
Athanor Capital
New York
-$581K -4,996 Closed
PI
352
PEAK6 Investments
Illinois
-$503K -4,212 Closed
CAL
353
Capital Analysts LLC
Pennsylvania
-$465K -4,000 Closed
Alyeska Investment Group
354
Alyeska Investment Group
Illinois
-$391K -3,365 Closed
P
355
Pitcairn
Pennsylvania
-$253K -2,180 Closed
BAM
356
Blueshift Asset Management
New Jersey
-$224K -1,927 Closed
D.E. Shaw & Co
357
D.E. Shaw & Co
New York
-$224K -1,926 Closed
Walleye Trading
358
Walleye Trading
New York
-$200K -1,717 Closed
LIM
359
Longfellow Investment Management
Massachusetts
-$112K -959 Closed
PWPS
360
Pinnacle Wealth Planning Services
Ohio
-$59K -509 Closed
ICP
361
Interchange Capital Partners
Pennsylvania
-$30K -264 Closed
Lazard Asset Management
362
Lazard Asset Management
New York
-$24K -213 Closed
ETC
363
Exchange Traded Concepts
Oklahoma
-$20K -172 Closed
GI
364
Gradient Investments
Minnesota
-$10K -106 Closed
VCG
365
Vantage Consulting Group
Virginia
-$9K -76 Closed
VAIA
366
Virtus Alternative Investment Advisers
Connecticut
-$7K -63 Closed
ASN
367
Advisory Services Network
Georgia
-$6K -55 Closed
SIAG
368
Safeguard Investment Advisory Group
California
-$4K -42 Closed
CCA
369
Childress Capital Advisors
Texas
-$3K -30 Closed
FMTCOCP
370
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$2K -19 Closed
CAAS
371
Capital Asset Advisory Services
Michigan
-$2K -14 Closed
Jones Financial Companies
372
Jones Financial Companies
Missouri
-$1K -12 Closed
RPWA
373
Regent Peak Wealth Advisors
Georgia
-$1K -6 Closed
HI
374
Harbour Investments
Wisconsin
+$119 +1 New
NFG
375
Next Financial Group
Texas
+$478 +4 New

LECO Hedge Fund Activity: Q1 2021 in Review

343 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2021, worth a combined $5.42B — up 4.8% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new LECO positions and 33 closed out — a net gain of 14 holders — while 100 added to existing stakes and 127 trimmed.

The largest buyer was BlackRock, adding an estimated $20.3M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $24.8M sold.

  • 343 institutional investors held Lincoln Electric (LECO) as of Q1 2021, up from 330 in Q4 2020.
  • Funds reported $5.42B of Lincoln Electric stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 47 funds opened new Lincoln Electric positions in Q1 2021 and 33 closed out, a net change of +14 holders.
  • The largest Lincoln Electric buyer in Q1 2021 was BlackRock, an estimated $20.3M added.
  • The largest Lincoln Electric seller in Q1 2021 was 1832 Asset Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2021.