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Lincoln Electric
LECO

Overview Fund Activity

580 hedge funds and large institutions have $11.3B invested in Lincoln Electric in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+54
Holders Change %
+10.27%
% of All Funds
8.41%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
83
Increased
178
Reduced
224
Closed
29
Calls
$10.4M
Puts
$3.88M
Net Calls
+$6.49M
Net Calls Change
+$8.8M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$71.5M
2
Capital International Investors
Capital International Investors
California
$474M
3
BlackRock
BlackRock
New York
$1.38B
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$276M

Top Sellers

1
State Street
State Street
Massachusetts
$581M
2
Morgan Stanley
Morgan Stanley
New York
$150M
3
Victory Capital Management
Victory Capital Management
Texas
$216M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$474M
5
Bessemer Group
Bessemer Group
New Jersey
$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
AllSquare Wealth Management
New York
$60K -$17.1K -67 -22%
SWC
502
Spectrum Wealth Counsel
Indiana
$57.5K -$2.04K -8 -3%
QL
503
Quarry LP
New York
$54.2K +$32.7K +128 +152%
JWA
504
JFS Wealth Advisors
Pennsylvania
$50.6K – – –
LFA
505
LGT Financial Advisors
Texas
$48.5K – – –
FCA
506
FinTrust Capital Advisors
South Carolina
$48.5K – – –
VAG
507
VisionPoint Advisory Group
Texas
$48K -$3.07K -12 -6%
LC
508
Lindbrook Capital
California
$48K – – –
O
509
Ossiam
France
$46.2K -$994K -3,891 -96%
Nomura Asset Management
510
Nomura Asset Management
Japan
$43.4K – – –
MWM
511
Mascoma Wealth Management
New Hampshire
$42.4K – – –
WTC
512
WhitTier Trust Company
Nevada
$42.4K – – –
CA
513
CoreCap Advisors
Michigan
$41.9K +$41.9K +164 New
UFF
514
USA Financial Formulas
Michigan
$41.6K +$39.1K +153 +1,530%
RS
515
Rakuten Securities
Japan
$41.1K +$35K +137 +571%
C
516
Covestor
United Kingdom
$40K -$38.2K -150 -49%
RA
517
Rise Advisors
New York
$35.3K +$35.3K +138 New
PS
518
Principal Securities
Iowa
$33.2K -$4.85K -19 -13%
CIM
519
Contravisory Investment Management
Massachusetts
$31.2K – – –
CAL
520
Capital Advisors Ltd
Ohio
$27K +$17.8K +70 +194%
RTC
521
Riverview Trust Company
Washington
$26.3K +$26.3K +103 New
TSWM
522
Tyler-Stone Wealth Management
Ohio
$25.5K – – –
CT
523
Cambridge Trust
Massachusetts
$24.5K – – –
EWA
524
EverSource Wealth Advisors
Alabama
$23.5K +$14.9K +68 +174%
TFA
525
Toth Financial Advisory
Virginia
$23.2K -$7.41K -29 -24%
19 20
21
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