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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
HH
426
Hilltop Holdings
Texas
$229K -$39.5K -182 -13%
GCM
427
Graham Capital Management
Connecticut
$227K -$905K -4,169 -78%
LFG
428
Larson Financial Group
Missouri
$226K -$1.52K -7 -0.6%
IPW
429
Impact Partnership Wealth
Georgia
$223K +$128K +589 +99%
SAM
430
Smartleaf Asset Management
Massachusetts
$219K -$10.2K -47 -4%
MGIA
431
Moneta Group Investment Advisors
Missouri
$219K -$15.6K -72 -6%
CI Investments Inc
432
CI Investments Inc
Ontario, Canada
$217K +$6.08K +28 +2%
MG
433
Mather Group
Illinois
$215K
FFO
434
Fiduciary Family Office
Florida
$212K -$301K -1,389 -55%
CCA
435
Checchi Capital Advisers
California
$208K
QCG
436
Quadrant Capital Group
Ohio
$207K -$23.4K -108 -9%
HAG
437
HighPoint Advisor Group
Illinois
$206K -$3.04K -14 -1%
GI
438
GAMMA Investing
California
$200K -$14.5K -67 -6%
IWA
439
IBEX Wealth Advisors
New Jersey
$192K +$221K +1,017 New
SGC
440
Slocum, Gordon & Co
Rhode Island
$189K
BFEC
441
Benjamin F. Edwards & Company
Missouri
$176K -$84K -387 -29%
GEA
442
Glen Eagle Advisors
New Jersey
$171K +$53.2K +245 +37%
IA
443
IFP Advisors
Florida
$147K +$651 +3 +0.4%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$135K -$146K -674 -49%
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$132K -$20K -92 -11%
O
446
Ossiam
France
$125K +$104K +481 +266%
CFD
447
Creative Financial Designs
Indiana
$108K
TIM
448
Tortoise Investment Management
New York
$105K +$217 +1 +0.2%
SOW
449
State of Wyoming
Wyoming
$97.3K -$20.2K -93 -15%
GBT
450
Grove Bank & Trust
Florida
$90.7K

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.