Lincoln Electric
LECO
530 hedge funds and large institutions have $9.95B invested in Lincoln Electric in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 197 reducing their positions, and 39 closing their positions.
90% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 39
19% more capital invested
Capital invested by funds: $8.35B → $9.95B (+$1.6B)
5% more funds holding
Funds holding: 505 → 530 (+25)
0.74% more ownership
Funds ownership: 79.26% → 80% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
16% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 197
30% less call options, than puts
Call options by funds: $5.46M | Put options by funds: $7.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$128M |
| 2 |
Morgan Stanley
New York
|
+$86.5M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$40.2M |
| 5 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$64.2M |
| 2 |
JP Morgan Chase
New York
|
-$33.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.6M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$30.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$27M |
LECO Hedge Fund Activity: Q4 2023 in Review
530 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2023, worth a combined $9.95B — up 19% from $8.35B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new LECO positions and 39 closed out — a net gain of 35 holders — while 166 added to existing stakes and 197 trimmed.
The largest buyer was EdgePoint Investment Group, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $64.2M.
- 530 institutional investors held Lincoln Electric (LECO) as of Q4 2023, up from 505 in Q3 2023.
- Funds reported $9.95B of Lincoln Electric stock for Q4 2023, up 19% quarter-over-quarter.
- 74 funds opened new Lincoln Electric positions in Q4 2023 and 39 closed out, a net change of +35 holders.
- The largest Lincoln Electric buyer in Q4 2023 was EdgePoint Investment Group, an estimated $128M added.
- The largest Lincoln Electric seller in Q4 2023 was Invesco, an estimated $64.2M sold.
Based on aggregated 13F filings for Q4 2023.