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Lincoln Electric

407 hedge funds and large institutions have $32.9B invested in Lincoln Electric in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more capital invested

Capital invested by funds: $5.37B → $32.9B (+$27.6B)

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 387407 (+20)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 127

0.81% more ownership

Funds ownership: 74.98%75.79% (+0.81%)

55% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $6.55M

Holders
407
Holders Change
+20
Holders Change %
+5.17%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
53
Increased
139
Reduced
127
Closed
28
Calls
$2.98M
Puts
$6.55M
Net Calls
-$3.57M
Net Calls Change
-$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$9K +$10.1K +75 New
TFA
377
Toth Financial Advisory
Virginia
$7K -$498K -3,690 -98%
Pacer Advisors
378
Pacer Advisors
Pennsylvania
$7K -$221K -1,639 -97%
PK
379
Pflug Koory
Nebraska
$6K
DSC
380
Duncker Streett & Co
Missouri
$5K
SWM
381
Sugarloaf Wealth Management
Georgia
$5K
WTA
382
Washington Trust Advisors
Massachusetts
$5K
EARNEST Partners
383
EARNEST Partners
Georgia
$4K
SC
384
Solstein Capital
California
$4K
VCM
385
Versant Capital Management
Arizona
$4K
SC
386
Schubert & Co
Texas
$4K +$540 +4 +15%
EWA
387
EverSource Wealth Advisors
Alabama
$4K +$4.32K +32 New
GWS
388
Glassman Wealth Services
Virginia
$3K
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$3K
PFBT
390
Parkside Financial Bank & Trust
Missouri
$3K
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$3K +$540 +4 +22%
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.64K +27 New
FRA
393
Front Row Advisors
California
$3K +$3.64K +27 New
MOS
394
MGO One Seven
Ohio
$2.97K -$8.1K -60 -0.3%
TPCW
395
TD Private Client Wealth
New York
$2.01K
GAG
396
Goodman Advisory Group
Massachusetts
$2K
CAL
397
Capital Advisors Ltd
Ohio
$2K +$2.16K +16 New
CYG
398
Clean Yield Group
Vermont
$2K +$2.16K +16 New
EWM
399
Executive Wealth Management
Michigan
$1.93K -$1.8M -13,323 -87%
GFPC
400
Global Financial Private Client
Florida
$1.53K

LECO Hedge Fund Activity: Q3 2022 in Review

407 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2022, worth a combined $32.9B — up 513% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LECO positions and 28 closed out — a net gain of 25 holders — while 139 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $66.9M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $83M sold.

  • 407 institutional investors held Lincoln Electric (LECO) as of Q3 2022, up from 387 in Q2 2022.
  • Funds reported $32.9B of Lincoln Electric stock for Q3 2022, up 513% quarter-over-quarter.
  • 53 funds opened new Lincoln Electric positions in Q3 2022 and 28 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2022 was Janus Henderson Group, an estimated $66.9M added.
  • The largest Lincoln Electric seller in Q3 2022 was Stratos Wealth Advisors, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2022.