We are live on ! Find out more
LECO icon

Lincoln Electric
LECO

470 hedge funds and large institutions have $7.79B invested in Lincoln Electric in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 132 increasing their positions, 183 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.81M

76% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 41

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

21% more capital invested

Capital invested by funds: $6.43B → $7.79B (+$1.36B)

7% more funds holding

Funds holding: 441 → 470 (+29)

1.98% more ownership

Funds ownership: 78.05% → 80.03% (+2%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 183

Holders
470
Holders Change
+29
Holders Change %
+6.58%
% of All Funds
7.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
72
Increased
132
Reduced
183
Closed
41
Calls
$5.44M
Puts
$1.81M
Net Calls
+$3.63M
Net Calls Change
+$1.77M

Top Buyers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
+$268M
2
Capital International Investors
Capital International Investors
California
+$171M
3
Invesco
Invesco
Georgia
+$98.4M
4
Macquarie Group
Macquarie Group
Australia
+$44M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$33.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$73.4M
2
BTW
Boston Trust Walden
Massachusetts
-$43.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$37.2M
5
Bessemer Group
Bessemer Group
New Jersey
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
451
SJS Investment Consulting
Ohio
$2.54K +$494 +3 +25%
MIA
452
Milestone Investment Advisors
Wisconsin
$2.54K +$2.47K +15 New
Commonwealth Equity Services
453
Commonwealth Equity Services
Massachusetts
$2.09K -$12K -73 -0.6%
GFPC
454
Global Financial Private Client
Florida
$2.03K – – –
AAS
455
Ameritas Advisory Services
Nebraska
$1.89K +$1.81K +11 New
AF
456
Advisornet Financial
Minnesota
$1.86K +$330 +2 +22%
DI
457
Disciplined Investments
Oklahoma
$1.69K +$165 +1 +11%
TWA
458
TCI Wealth Advisors
Arizona
$1.52K – – –
TWD
459
True Wealth Design
Ohio
$1.35K +$1.32K +8 New
AFG
460
Albion Financial Group
Utah
$1.18K – – –
MFT
461
Moisand Fitzgerald Tamayo
Florida
$1.18K – – –
IA
462
IFP Advisors
Florida
$816 -$32.8K -199 -96%
CFGS
463
Concourse Financial Group Securities
Alabama
$678 +$659 +4 New
PWMG
464
Prestige Wealth Management Group
New Jersey
$510 -$3.46K -21 -88%
FFA
465
Farther Finance Advisors
California
$507 +$494 +3 New
HI
466
Horizon Investments
North Carolina
$507 +$494 +3 New
TFM
467
TFC Financial Management
Massachusetts
$170 +$165 +1 New
TWP
468
TFO Wealth Partners
Ohio
$169 -$1.15K -7 -88%
EBA
469
Eagle Bay Advisors
New York
$72 – – –
BA
470
Bellwether Advisors
Nebraska
$53 – – –
FGAM
471
Financial Gravity Asset Management
Texas
$1 +$4.12K +25 +17%
WP
472
Woodline Partners
California
– -$29.5M -204,342 Closed
Alyeska Investment Group
473
Alyeska Investment Group
Illinois
– -$11.6M -80,234 Closed
SSA
474
Schonfeld Strategic Advisors
New York
– -$5.46M -37,764 Closed
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
– -$4.99M -34,524 Closed
17 18
19
20 21

LECO Hedge Fund Activity: Q1 2023 in Review

470 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2023, worth a combined $7.79B — up 21% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new LECO positions and 41 closed out — a net gain of 31 holders — while 132 added to existing stakes and 183 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $268M. The largest seller was JP Morgan Chase, cutting an estimated $73.4M.

  • 470 institutional investors held Lincoln Electric (LECO) as of Q1 2023, up from 441 in Q4 2022.
  • Funds reported $7.79B of Lincoln Electric stock for Q1 2023, up 21% quarter-over-quarter.
  • 72 funds opened new Lincoln Electric positions in Q1 2023 and 41 closed out, a net change of +31 holders.
  • The largest Lincoln Electric buyer in Q1 2023 was EdgePoint Investment Group, an estimated $268M added.
  • The largest Lincoln Electric seller in Q1 2023 was JP Morgan Chase, an estimated $73.4M sold.

Based on aggregated 13F filings for Q1 2023.