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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
Charles Schwab
26
Charles Schwab
California
$89.8M +$523K +2,213 +0.6%
BTW
27
Boston Trust Walden
Massachusetts
$88.3M -$3.76M -15,906 -4%
RA
28
Royce & Associates
New York
$82.9M -$11.1M -47,113 -13%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$78.9M -$19M -80,299 -21%
First Trust Advisors
30
First Trust Advisors
Illinois
$71.5M +$41.7M +176,693 +171%
SC
31
Saturna Capital
Washington
$70M
American Century Companies
32
American Century Companies
Missouri
$69.5M +$7.31M +30,964 +13%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$68M -$1.58M -6,700 -2%
ZIG
34
Zurich Insurance Group
Switzerland
$57.9M +$141K +598 +0.3%
VDI
35
Vaughan David Investments
Illinois
$57M -$525K -2,223 -1%
GKIM
36
GW&K Investment Management
Massachusetts
$56M -$13.1M -55,358 -20%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$50.7M +$1.49M +6,329 +3%
WF
38
Welch & Forbes
Massachusetts
$49.8M +$2.6M +11,016 +6%
BHIA
39
Birch Hill Investment Advisors
Massachusetts
$46.3M +$38.3K +162 +0.1%
Fayez Sarofim & Co
40
Fayez Sarofim & Co
Texas
$45.6M
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$45.3M -$1.63M -6,890 -4%
Citadel Advisors
42
Citadel Advisors
Florida
$45.2M -$13.9M -58,990 -25%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$42.2M -$11.5M -48,845 -16%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$39.8M +$450K +1,904 +1%
UBS Group
45
UBS Group
Switzerland
$36.6M +$7.73M +32,737 +30%
ProShare Advisors
46
ProShare Advisors
Maryland
$35M -$9.55M -40,428 -23%
RG
47
Renaissance Group
Kentucky
$34.7M -$4.53M -19,179 -12%
Axa
48
Axa
France
$34.4M +$11.4M +48,459 +56%
Bank of America
49
Bank of America
North Carolina
$33.7M +$3.57M +15,102 +13%
N
50
Nuveen
North Carolina
$33.5M -$1.42K -6 -0%

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.