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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
ASBI
401
American State Bank (Iowa)
Iowa
$383K
GSC
402
Ground Swell Capital
South Carolina
$377K +$349K +1,476 New
RCM
403
Radnor Capital Management
Pennsylvania
$377K
Calamos Advisors
404
Calamos Advisors
Illinois
$376K +$347K +1,471 New
RWM
405
Ritholtz Wealth Management
New York
$374K -$9.21K -39 -3%
ADIM
406
Alpha DNA Investment Management
Maryland
$372K +$62.4K +264 +22%
PAG
407
Private Advisor Group
New Jersey
$367K -$5.2K -22 -2%
DFA
408
Delta Financial Advisors
Louisiana
$358K
SM
409
Southport Management
Wyoming
$358K
HH
410
Hilltop Holdings
Texas
$356K +$54.8K +232 +20%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$354K +$5.91K +25 +2%
IAIM
412
International Assets Investment Management
Florida
$353K +$330K +1,395 New
I
413
InceptionR
California
$348K +$322K +1,362 New
Los Angeles Capital Management
414
Los Angeles Capital Management
California
$343K
BFEC
415
Benjamin F. Edwards & Company
Missouri
$336K +$23.1K +98 +8%
ATC
416
Argent Trust Co
Tennessee
$332K -$70.9K -300 -19%
AWM
417
Apollon Wealth Management
South Carolina
$327K +$13K +55 +4%
BP
418
Ballentine Partners
Massachusetts
$325K -$9.21K -39 -3%
TF
419
Threadgill Financial
Texas
$324K +$15.8K +67 +6%
Walleye Capital
420
Walleye Capital
New York
$323K +$299K +1,265 New
SAM
421
Smartleaf Asset Management
Massachusetts
$315K -$6.85K -29 -2%
MGIA
422
Moneta Group Investment Advisors
Missouri
$315K +$291K +1,231 New
GC
423
Globeflex Capital
California
$312K
SWA
424
Stratos Wealth Advisors
Ohio
$310K +$6.61K +28 +2%
AO
425
Advisor OS
Illinois
$308K +$285K +1,207 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.