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Lincoln Electric

552 hedge funds and large institutions have $8.45B invested in Lincoln Electric in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 78.05%78.69% (+0.64%)

1% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $6.53M

6% less funds holding

Funds holding: 585552 (-33)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 214

25% less capital invested

Capital invested by funds: $11.3B → $8.45B (-$2.85B)

26% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 97

Holders
552
Holders Change
-33
Holders Change %
-5.64%
% of All Funds
7.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
72
Increased
180
Reduced
214
Closed
97
Calls
$6.45M
Puts
$6.53M
Net Calls
-$76K
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
501
First Command Advisory Services
Texas
$14.1K
GLR
502
Great Lakes Retirement
Ohio
$12.9K +$14.8K +68 New
SWS
503
SYSTM Wealth Solutions
Illinois
$12.5K -$472K -2,175 -97%
MTC
504
Matrix Trust Company
Colorado
$12K +$8.68K +40 +154%
QC
505
Quent Capital
New York
$11.5K +$217 +1 +2%
GWM
506
Geneos Wealth Management
Colorado
$10.2K +$11.7K +54 New
FDCP
507
Foster Dykema Cabot & Partners
Massachusetts
$9.85K
SS
508
Sunbelt Securities
Texas
$9.62K
ATC
509
Adirondack Trust Company
New York
$9.43K
BWL
510
Bogart Wealth LLC
Virginia
$9.43K +$10.9K +50 New
CP
511
Castleview Partners
Texas
$9.05K +$4.34K +20 +71%
MAM
512
Meeder Asset Management
Ohio
$9.05K +$10.4K +48 New
PWMG
513
Private Wealth Management Group
New Jersey
$8.11K
DSC
514
Duncker Streett & Co
Missouri
$7.92K
SWM
515
Sugarloaf Wealth Management
Georgia
$6.98K
VCM
516
Versant Capital Management
Arizona
$6.6K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$6.04K +$1.52K +7 +28%
FRA
518
Front Row Advisors
California
$5.87K -$868 -4 -11%
CTC
519
Central Trust Company
Missouri
$5.66K
SC
520
Solstein Capital
California
$5.47K
MA
521
Montag & Associates
Georgia
$5.11K +$5.86K +27 New
FFA
522
Frazier Financial Advisors
Ohio
$4.36K
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$4.34K
Jones Financial Companies
524
Jones Financial Companies
Missouri
$4.34K +$4.99K +23 New
S
525
Sachetta
Massachusetts
$3.6K +$2.82K +13 +325%

LECO Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2024, worth a combined $8.45B — down 25% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LECO and 72 opened new positions — a net loss of 25 holders — while 214 trimmed existing stakes and 180 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $193M. The largest seller was Capital International Investors, cutting an estimated $158M.

  • 552 institutional investors held Lincoln Electric (LECO) as of Q2 2024, down from 585 in Q1 2024.
  • Funds reported $8.45B of Lincoln Electric stock for Q2 2024, down 25% quarter-over-quarter.
  • 72 funds opened new Lincoln Electric positions in Q2 2024 and 97 closed out, a net change of -25 holders.
  • The largest Lincoln Electric buyer in Q2 2024 was EdgePoint Investment Group, an estimated $193M added.
  • The largest Lincoln Electric seller in Q2 2024 was Capital International Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2024.