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Lincoln Electric
LECO

551 hedge funds and large institutions have $8.5B invested in Lincoln Electric in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 189 increasing their positions, 216 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.41M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% more capital invested

Capital invested by funds: $8.45B → $8.5B (+$53.8M)

0% less funds holding

Funds holding: 552 → 551 (-1)

0.24% less ownership

Funds ownership: 78.69% → 78.45% (-0.24%)

13% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 216

Holders
551
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
63
Increased
189
Reduced
216
Closed
62
Calls
$10.7M
Puts
$7.41M
Net Calls
+$3.3M
Net Calls Change
+$3.38M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$94.9M
2
State Street
State Street
Massachusetts
+$53.8M
3
IAIM
International Assets Investment Management
Florida
+$49.3M
4
AWM
Absher Wealth Management
North Carolina
+$24.6M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$23.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$64.4M
2
Invesco
Invesco
Georgia
-$27M
3
RG
Renaissance Group
Kentucky
-$26.8M
4
Goldman Sachs
Goldman Sachs
New York
-$22.3M
5
HW
Hancock Whitney
Mississippi
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$68.4M +$10.4K +54 +0%
BTW
27
Boston Trust Walden
Massachusetts
$61.8M +$32.6K +170 +0.1%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$55.5M +$2.18M +11,367 +4%
American Century Companies
29
American Century Companies
Missouri
$54.6M +$9.35M +48,724 +21%
SC
30
Saturna Capital
Washington
$53.8M -$382K -1,991 -0.7%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$52.2M -$12M -62,334 -19%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$49.5M +$376K +1,961 +0.8%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$49.1M +$8.04M +41,913 +20%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$47.6M -$10.3M -53,817 -18%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$45.7M +$1.53M +7,962 +3%
RA
36
Royce & Associates
New York
$43.6M +$557K +2,906 +1%
VDI
37
Vaughan David Investments
Illinois
$43.5M +$619K +3,228 +1%
UBS Group
38
UBS Group
Switzerland
$43.5M +$664K +3,460 +2%
GKIM
39
GW&K Investment Management
Massachusetts
$42.2M -$481K -2,508 -1%
WF
40
Welch & Forbes
Massachusetts
$38.8M +$1.06M +5,505 +3%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$38.2M +$3.02M +15,745 +9%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$37.3M -$1.25M -6,527 -3%
BHIA
43
Birch Hill Investment Advisors
Massachusetts
$36.7M +$1.47M +7,685 +4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$31.7M -$362K -1,887 -1%
ProShare Advisors
45
ProShare Advisors
Maryland
$31.4M +$6.18M +32,192 +25%
CWA
46
CM Wealth Advisors
Ohio
$31.2M – – –
N
47
Nuveen
North Carolina
$29.4M -$4.34M -22,646 -13%
GAM
48
Gotham Asset Management
New York
$29.3M +$3.01M +15,674 +11%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$25.1M -$672K -3,501 -3%
Axa
50
Axa
France
$25.1M -$274K -1,426 -1%
1
2
3 4 5

LECO Hedge Fund Activity: Q3 2024 in Review

551 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2024, worth a combined $8.5B — up 0.64% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LECO positions and 62 closed out — a net gain of 1 holder — while 189 added to existing stakes and 216 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $94.9M. The largest seller was JP Morgan Chase, cutting an estimated $64.4M.

  • 551 institutional investors held Lincoln Electric (LECO) as of Q3 2024, down from 552 in Q2 2024.
  • Funds reported $8.5B of Lincoln Electric stock for Q3 2024, up 0.64% quarter-over-quarter.
  • 63 funds opened new Lincoln Electric positions in Q3 2024 and 62 closed out, a net change of +1 holder.
  • The largest Lincoln Electric buyer in Q3 2024 was Victory Capital Management, an estimated $94.9M added.
  • The largest Lincoln Electric seller in Q3 2024 was JP Morgan Chase, an estimated $64.4M sold.

Based on aggregated 13F filings for Q3 2024.