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Lincoln Electric

549 hedge funds and large institutions have $9.77B invested in Lincoln Electric in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $7.14M | Put options by funds: $5.08M

15% more capital invested

Capital invested by funds: $8.5B → $9.77B (+$1.27B)

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

0.35% less ownership

Funds ownership: 78.45%78.1% (-0.35%)

0% less funds holding

Funds holding: 551549 (-2)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
549
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
74
Increased
176
Reduced
206
Closed
65
Calls
$7.14M
Puts
$5.08M
Net Calls
+$2.06M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$73.7M -$1.46M -7,238 -2%
Capital International Investors
27
Capital International Investors
California
$71.4M -$150M -745,455 -66%
Charles Schwab
28
Charles Schwab
California
$67.2M +$421K +2,088 +0.6%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$63.1M +$67.4M +334,582 +15,932%
Goldman Sachs
30
Goldman Sachs
New York
$62.4M -$15.1M -74,914 -18%
BTW
31
Boston Trust Walden
Massachusetts
$61.6M +$1.39M +6,912 +2%
SC
32
Saturna Capital
Washington
$52.5M
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$51.4M -$3.02M -15,000 -5%
VNIM
34
Vaughan Nelson Investment Management
Texas
$50.3M +$29.7M +147,239 +122%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$44.3M -$327K -1,623 -0.7%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$43.5M +$6.65M +32,993 +17%
American Century Companies
37
American Century Companies
Missouri
$43.1M -$10.9M -54,153 -19%
VDI
38
Vaughan David Investments
Illinois
$42.7M +$238K +1,182 +0.5%
GKIM
39
GW&K Investment Management
Massachusetts
$41.6M +$427K +2,121 +1%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$41.6M -$10.1M -50,234 -18%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$38.7M -$10.4M -51,377 -20%
WF
42
Welch & Forbes
Massachusetts
$38.2M +$296K +1,467 +0.7%
RA
43
Royce & Associates
New York
$38.1M -$4.84M -24,016 -11%
BHIA
44
Birch Hill Investment Advisors
Massachusetts
$36.3M +$497K +2,465 +1%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$34.6M -$1.99M -9,874 -5%
ProShare Advisors
46
ProShare Advisors
Maryland
$32.7M +$2.17M +10,784 +7%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$32.4M -$16.7M -82,899 -32%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$31.2M +$254K +1,260 +0.8%
CWA
49
CM Wealth Advisors
Ohio
$30.1M -$371K -1,840 -1%
AWM
50
Absher Wealth Management
North Carolina
$29.8M +$6.22M +30,896 +24%

LECO Hedge Fund Activity: Q4 2024 in Review

549 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2024, worth a combined $9.77B — up 15% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new LECO positions and 65 closed out — a net gain of 9 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $118M. The largest seller was Capital International Investors, cutting an estimated $150M.

  • 549 institutional investors held Lincoln Electric (LECO) as of Q4 2024, down from 551 in Q3 2024.
  • Funds reported $9.77B of Lincoln Electric stock for Q4 2024, up 15% quarter-over-quarter.
  • 74 funds opened new Lincoln Electric positions in Q4 2024 and 65 closed out, a net change of +9 holders.
  • The largest Lincoln Electric buyer in Q4 2024 was Champlain Investment Partners, an estimated $118M added.
  • The largest Lincoln Electric seller in Q4 2024 was Capital International Investors, an estimated $150M sold.

Based on aggregated 13F filings for Q4 2024.