We are live on ! Find out more
LECO icon

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
SGC
451
Slocum, Gordon & Co
Rhode Island
$255K
SWP
452
Strategic Wealth Partners
Ohio
$255K
PCMH
453
Polymer Capital Management (HK)
Hong Kong
$255K +$236K +1,000 New
VFA
454
Voya Financial Advisors
Connecticut
$255K -$70.6K -299 -23%
BWG
455
Berry Wealth Group
Texas
$254K +$235K +994 New
Fuller & Thaler Asset Management
456
Fuller & Thaler Asset Management
California
$253K +$138K +585 +144%
FTDI
457
First Trust Direct Indexing
Massachusetts
$247K +$228K +966 New
AFG
458
Atomi Financial Group
New York
$242K +$224K +948 New
BSW
459
Buckingham Strategic Wealth
Missouri
$241K +$945 +4 +0.4%
WANY
460
Wealthspire Advisors (New York)
New York
$235K
PFPT
461
Pinnacle Financial Partners (Tennessee)
Tennessee
$234K +$216K +916 New
MAM
462
Madison Asset Management
Wisconsin
$232K +$214K +908 New
QEI
463
QSV Equity Investors
Illinois
$230K +$212K +899 New
HAG
464
HighPoint Advisor Group
Illinois
$228K +$5.2K +22 +2%
SIG
465
Stonegate Investment Group
Alabama
$222K +$205K +870 New
B
466
Bailard
California
$219K +$203K +858 New
OCM
467
Orchard Capital Management
Illinois
$218K +$202K +855 New
WB
468
WesBanco Bank
West Virginia
$217K +$201K +850 New
GIA
469
Gateway Investment Advisers
Ohio
$214K +$197K +836 New
CWP
470
Cyndeo Wealth Partners
Florida
$212K +$196K +829 New
FPAS
471
Focus Partners Advisor Solutions
Missouri
$210K +$194K +823 New
SWM
472
Shakespeare Wealth Management
Wisconsin
$207K +$192K +812 New
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$202K -$82K -347 -30%
IA
474
IFP Advisors
Florida
$198K -$709 -3 -0.4%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$191K -$25.5K -108 -13%

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.