Lincoln Electric
LECO
493 hedge funds and large institutions have $8.95B invested in Lincoln Electric in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 135 increasing their positions, 207 reducing their positions, and 41 closing their positions.
175% more call options, than puts
Call options by funds: $8.84M | Put options by funds: $3.22M
56% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 41
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
15% more capital invested
Capital invested by funds: $7.79B → $8.95B (+$1.16B)
5% more funds holding
Funds holding: 470 → 493 (+23)
1.74% less ownership
Funds ownership: 80.03% → 78.29% (-1.7%)
35% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 207
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$122M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$88.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$36.1M |
| 4 |
Squarepoint
New York
|
+$23.1M |
| 5 |
Axa
Paris,
France
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$116M |
| 2 |
State Street
Boston,
Massachusetts
|
-$53.5M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$44.6M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$36M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$35.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTA
526
Washington Trust Advisors
Wellesley,
Massachusetts
| – | -$5.24K | -31 | Closed |
|
|
JFA
527
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$4.06K | -24 | Closed |
|
528
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$3.55K | -21 | Closed |
|
|
PP
529
PrairieView Partners
St. Paul,
Minnesota
| – | -$3K | -19 | Closed |
|
|
MIA
530
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$2.54K | -15 | Closed |
|
|
AAS
531
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.89K | -11 | Closed |
|
|
TWA
532
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1.52K | -9 | Closed |
|
|
TFM
533
TFC Financial Management
Boston,
Massachusetts
| – | -$170 | -1 | Closed |
|
LECO Hedge Fund Activity: Q2 2023 in Review
493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2023, worth a combined $8.95B — up 15% from $7.79B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new LECO positions and 41 closed out — a net gain of 23 holders — while 135 added to existing stakes and 207 trimmed.
The largest buyer was Norges Bank, adding an estimated $122M. The largest seller was William Blair Investment Management, cutting an estimated $116M.
- 493 institutional investors held Lincoln Electric (LECO) as of Q2 2023, up from 470 in Q1 2023.
- Funds reported $8.95B of Lincoln Electric stock for Q2 2023, up 15% quarter-over-quarter.
- 64 funds opened new Lincoln Electric positions in Q2 2023 and 41 closed out, a net change of +23 holders.
- The largest Lincoln Electric buyer in Q2 2023 was Norges Bank, an estimated $122M added.
- The largest Lincoln Electric seller in Q2 2023 was William Blair Investment Management, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2023.