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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
SWP
376
Stratos Wealth Partners
Ohio
$349K +$2.39K +11 +0.6%
RA
377
Riversedge Advisors
Delaware
$349K
PP
378
Prudential plc
United Kingdom
$349K
RJT
379
Raymond James Trust
Florida
$348K -$2.6K -12 -0.6%
MAS
380
Meeder Advisory Services
Ohio
$347K +$148K +682 +59%
RFC
381
Regions Financial Corp
Alabama
$344K -$2.17K -10 -0.5%
Bessemer Group
382
Bessemer Group
New Jersey
$342K -$78M -359,610 -99%
GAM
383
Griffin Asset Management
New York
$340K -$43.4K -200 -10%
OCM
384
Osterweis Capital Management
California
$340K
WSCM
385
Wellington Shields Capital Management
New York
$338K
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$337K +$139K +641 +56%
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$333K +$4.56K +21 +1%
GIA
388
Gateway Investment Advisers
Ohio
$325K +$193K +889 +106%
SWA
389
Stratos Wealth Advisors
Ohio
$324K +$110K +506 +42%
MML Investors Services
390
MML Investors Services
Massachusetts
$324K -$424K -1,955 -53%
Mitsubishi UFJ Asset Management
391
Mitsubishi UFJ Asset Management
Japan
$322K +$5.86K +27 +2%
PA
392
Profund Advisors
Maryland
$311K -$133K -612 -27%
GCM
393
Gallacher Capital Management
Colorado
$311K +$24.5K +113 +7%
RFN
394
Redwood Financial Network
Ohio
$308K -$15K -69 -4%
RWPA
395
Richard W. Paul & Associates
Michigan
$302K -$24.5K -113 -7%
CAS
396
CTC Alternative Strategies
Illinois
$302K +$347K +1,600 New
AWM
397
Avior Wealth Management
Nebraska
$301K -$347K -1,597 -50%
CIBC Asset Management
398
CIBC Asset Management
Ontario, Canada
$301K
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$292K -$8.46K -39 -2%
DIA
400
Dana Investment Advisors
Wisconsin
$291K -$19.2M -88,633 -98%

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.