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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
SWM
501
Spire Wealth Management
Virginia
$79.4K -$709 -3 -1%
Allspring Global Investments
502
Allspring Global Investments
North Carolina
$74.8K -$92.6K -392 -57%
FHA
503
First Horizon Advisors
Tennessee
$66.7K -$1.89K -8 -3%
BBHC
504
Brown Brothers Harriman & Co
New York
$62.3K
AWM
505
AllSquare Wealth Management
New York
$60K -$15.8K -67 -22%
SWC
506
Spectrum Wealth Counsel
Indiana
$57.5K -$1.89K -8 -3%
QL
507
Quarry LP
New York
$54.2K +$30.2K +128 +152%
JWA
508
JFS Wealth Advisors
Pennsylvania
$50.6K
FCA
509
FinTrust Capital Advisors
South Carolina
$48.5K
LFA
510
LGT Financial Advisors
Texas
$48.5K
VAG
511
VisionPoint Advisory Group
Texas
$48K -$2.83K -12 -6%
LC
512
Lindbrook Capital
California
$48K
O
513
Ossiam
France
$46.2K -$919K -3,891 -96%
Nomura Asset Management
514
Nomura Asset Management
Japan
$43.4K
MWM
515
Mascoma Wealth Management
New Hampshire
$42.4K
WTC
516
WhitTier Trust Company
Nevada
$42.4K
CA
517
CoreCap Advisors
Michigan
$41.9K +$38.7K +164 New
UFF
518
USA Financial Formulas
Michigan
$41.6K +$36.1K +153 +1,530%
RS
519
Rakuten Securities
Japan
$41.1K +$32.4K +137 +571%
C
520
Covestor
United Kingdom
$40K -$35.4K -150 -49%
RA
521
Rise Advisors
New York
$35.3K +$32.6K +138 New
PS
522
Principal Securities
Iowa
$33.2K -$4.49K -19 -13%
CIM
523
Contravisory Investment Management
Massachusetts
$31.2K
CAL
524
Capital Advisors Ltd
Ohio
$27K +$16.5K +70 +194%
RTC
525
Riverview Trust Company
Washington
$26.3K +$24.3K +103 New

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.