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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
QCG
426
Quadrant Capital Group
Ohio
$308K +$1.89K +8 +0.7%
LFG
427
Larson Financial Group
Missouri
$307K +$150K +636 +112%
CGIM
428
Cannon Global Investment Management
Florida
$307K +$283K +1,200 New
P
429
Pitcairn
Pennsylvania
$306K -$11.3K -48 -4%
FFA
430
Farther Finance Advisors
California
$300K
HFM
431
Harvest Fund Management
China
$298K +$163K +689 +144%
VF
432
Virtu Financial
New York
$297K -$66.1K -280 -19%
MAS
433
Meeder Advisory Services
Ohio
$296K -$8.74K -37 -3%
KBC Group
434
KBC Group
Belgium
$293K +$17.7K +75 +7%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$292K -$242K -1,025 -47%
LWM
436
Lakeridge Wealth Management
Ohio
$290K -$35.4K -150 -12%
LGA
437
Lebenthal Global Advisors
New York
$288K +$33.1K +140 +14%
GI
438
GAMMA Investing
California
$288K +$25K +106 +10%
CI Investments Inc
439
CI Investments Inc
Ontario, Canada
$287K +$44.4K +188 +20%
SCM
440
Stevens Capital Management
Pennsylvania
$285K +$264K +1,117 New
CCA
441
Checchi Capital Advisers
California
$282K +$1.42K +6 +0.5%
ST
442
Smithfield Trust
Pennsylvania
$281K -$60K -254 -19%
GM
443
GeoWealth Management
Illinois
$278K +$211K +894 +463%
SRL
444
Scientech Research LLC
New Jersey
$268K +$248K +1,048 New
SAM
445
Shell Asset Management
Netherlands
$267K -$33.8K -143 -9%
1WM
446
1858 Wealth Management
Ohio
$266K
SI
447
Seeds Investor
New York
$265K +$20.3K +86 +9%
MAM
448
Martingale Asset Management
Massachusetts
$263K +$709 +3 +0.3%
PRC
449
Pearl River Capital
Michigan
$259K +$240K +1,015 New
ASN
450
Advisory Services Network
Georgia
$259K -$268K -1,134 -53%

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.