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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
Charles Schwab
26
Charles Schwab
California
$67.2M +$1.04M +4,773 +1%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$63.1M +$59.2M +272,849 +443%
BTW
28
Boston Trust Walden
Massachusetts
$60.7M -$5.22M -24,070 -7%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$56.9M -$33.1M -152,483 -34%
SC
30
Saturna Capital
Washington
$53.2M +$1.82M +8,370 +3%
Fayez Sarofim & Co
31
Fayez Sarofim & Co
Texas
$52.4M +$21.6M +99,397 +56%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$48.2M -$2.28M -10,497 -4%
American Century Companies
33
American Century Companies
Missouri
$44.4M -$7.98M -36,790 -14%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$43.4M -$90.4M -416,469 -64%
RA
35
Royce & Associates
New York
$42.3M -$21.7M -100,170 -31%
VDI
36
Vaughan David Investments
Illinois
$42.1M +$41.7K +192 +0.1%
UBS Group
37
UBS Group
Switzerland
$42M +$17.3M +79,506 +55%
GKIM
38
GW&K Investment Management
Massachusetts
$42M +$669K +3,084 +1%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$40.3M +$36.6M +168,645 +374%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$37.9M +$502K +2,311 +1%
WF
41
Welch & Forbes
Massachusetts
$36.9M +$389K +1,794 +0.9%
BHIA
42
Birch Hill Investment Advisors
Massachusetts
$34.6M +$471K +2,172 +1%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$34.6M -$27.3M -125,671 -41%
Wells Fargo
44
Wells Fargo
California
$33.6M +$11.3M +52,266 +41%
N
45
Nuveen
North Carolina
$33.2M +$9.66M +44,527 +34%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$31.5M -$2.27M -10,439 -6%
CWA
47
CM Wealth Advisors
Ohio
$30.6M +$33.5M +154,195 +2,056%
UBS AM
48
UBS AM
Illinois
$28.8M +$11.3M +51,856 +51%
RG
49
Renaissance Group
Kentucky
$26.6M +$1.11M +5,112 +4%
Millennium Management
50
Millennium Management
New York
$26.1M +$20.1M +92,820 +204%

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.