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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
SWP
376
Stratos Wealth Partners
Ohio
$470K +$3.54K +15 +0.8%
RFC
377
Regions Financial Corp
Alabama
$468K -$120K -510 -22%
OTL
378
Oak Thistle LLC
New York
$460K -$157K -664 -27%
OCM
379
Osterweis Capital Management
California
$460K -$94.5K -400 -18%
NS
380
NBC Securities
Alabama
$459K -$3.31K -14 -0.8%
WSCM
381
Wellington Shields Capital Management
New York
$457K
CB
382
CNB Bank
Pennsylvania
$456K +$73.9K +313 +21%
TCM
383
Teza Capital Management
Illinois
$451K +$115K +485 +38%
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$445K -$43.2K -183 -10%
RWPA
385
Richard W. Paul & Associates
Michigan
$438K -$18K -76 -4%
RFN
386
Redwood Financial Network
Ohio
$435K -$13K -55 -3%
AAS
387
Avantax Advisory Services
Texas
$434K +$159K +673 +66%
Mitsubishi UFJ Asset Management
388
Mitsubishi UFJ Asset Management
Japan
$429K -$18K -76 -4%
PNC
389
Park National Corp
Ohio
$428K
BFM
390
Boothbay Fund Management
New York
$428K +$396K +1,675 New
FA
391
FDx Advisors
Illinois
$420K -$278K -1,179 -42%
Lazard Asset Management
392
Lazard Asset Management
New York
$417K +$384K +1,627 +20,338%
AC
393
AXQ Capital
New Jersey
$414K +$383K +1,620 New
HI
394
Handelsinvest Investeringsforvaltning
Denmark
$413K -$198K -839 -34%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$407K
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$406K
RCM
397
Raleigh Capital Management
North Carolina
$403K +$31.7K +134 +9%
AA
398
Ancora Advisors
Ohio
$395K +$4.01K +17 +1%
GCM
399
Gallacher Capital Management
Colorado
$392K +$363K +1,535 New
TI
400
Tidal Investments
Wisconsin
$385K +$356K +1,508 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.