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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
PAS
351
Park Avenue Securities
New York
$607K -$105K -443 -16%
CWM
352
CarsonAllaria Wealth Management
Illinois
$606K -$8.74K -37 -2%
NIM
353
NEOS Investment Management
Connecticut
$596K +$177K +748 +47%
HCA
354
Harbor Capital Advisors
Illinois
$595K +$550K +2,328 New
AF
355
Allworth Financial
California
$586K -$236 -1 -0%
NA
356
NewEdge Advisors
Louisiana
$586K +$3.31K +14 +0.6%
GT
357
Greenleaf Trust
Michigan
$582K +$1.65K +7 +0.3%
LFA
358
Legacy Financial Advisors
Kentucky
$579K +$29.1K +123 +6%
PA
359
Profund Advisors
Maryland
$578K +$95.7K +405 +22%
SWS
360
SYSTM Wealth Solutions
Illinois
$573K +$513K +2,172 +3,148%
CFM
361
Catalyst Funds Management
Australia
$562K +$520K +2,200 New
OAM
362
Oxford Asset Management
United Kingdom
$556K +$514K +2,176 New
IFS
363
Ifrah Financial Services
Arkansas
$544K -$6.38K -27 -1%
PTC
364
Petrus Trust Company
Texas
$543K +$90K +381 +22%
SWM
365
Sterling Wealth Management
Illinois
$531K
MP
366
McDonald Partners
Ohio
$515K
QC
367
Quadrature Capital
United Kingdom
$514K +$475K +2,012 New
HCM
368
HMS Capital Management
Tennessee
$511K -$945 -4 -0.2%
CWM
369
Cornerstone Wealth Management
Missouri
$511K -$84.8K -359 -15%
GAM
370
Griffin Asset Management
New York
$511K
MCM
371
MAI Capital Management
Ohio
$506K +$3.07K +13 +0.7%
AFA
372
Abacus FCF Advisors
Florida
$504K +$8.27K +35 +2%
RJT
373
Raymond James Trust
Florida
$474K +$11.8K +50 +3%
RA
374
Riversedge Advisors
Delaware
$473K
PP
375
Prudential plc
United Kingdom
$472K +$437K +1,848 New

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.