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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
MG
476
Mather Group
Illinois
$183K +$199K +843 New
HIIFS
477
Harel Insurance Investments & Financial Services
Israel
$176K -$2.08M -8,810 -93%
GEA
478
Glen Eagle Advisors
New Jersey
$169K +$73.9K +313 +89%
HT
479
Headlands Technologies
Illinois
$167K +$103K +435 +200%
SOW
480
State of Wyoming
Wyoming
$156K +$34.5K +146 +32%
ANBT
481
American National Bank & Trust
Texas
$152K
IPW
482
Impact Partnership Wealth
Georgia
$152K -$22.2K -94 -14%
CFD
483
Creative Financial Designs
Indiana
$146K
TIM
484
Tortoise Investment Management
New York
$142K +$472 +2 +0.4%
GBT
485
Grove Bank & Trust
Florida
$123K
IWA
486
Icon Wealth Advisors
Texas
$119K +$110K +464 New
PA
487
Parallel Advisors
California
$115K +$1.65K +7 +2%
Asset Management One
488
Asset Management One
Japan
$113K -$6.38K -27 -6%
SPIA
489
Steward Partners Investment Advisory
New York
$105K +$63.3K +268 +187%
BHWM
490
Bay Harbor Wealth Management
Maryland
$103K -$1.42K -6 -1%
WSC
491
Wellington Shields & Co
New York
$102K -$23.6K -100 -20%
FAM
492
Fred Alger Management
New York
$102K
BF
493
BOK Financial
Oklahoma
$102K
AIC
494
Archer Investment Corporation
Indiana
$97.1K +$89.8K +380 New
GRP
495
Global Retirement Partners
California
$93.7K -$5.2K -22 -6%
Simplex Trading
496
Simplex Trading
Illinois
$91K +$65.9K +279 +358%
UB
497
UMB Bank
Missouri
$90.2K -$47.7K -202 -36%
S
498
SignatureFD
Georgia
$88.1K +$2.13K +9 +3%
CT
499
Caldwell Trust
Florida
$86.8K
IGWM
500
ICA Group Wealth Management
Colorado
$81.5K -$22.7K -96 -23%

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.