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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
TSWM
526
Tyler-Stone Wealth Management
Ohio
$25.5K
CT
527
Cambridge Trust
Massachusetts
$24.5K
EWA
528
EverSource Wealth Advisors
Alabama
$23.5K +$16.1K +68 +174%
TFA
529
Toth Financial Advisory
Virginia
$23.2K -$6.85K -29 -24%
TFA
530
Transamerica Financial Advisors
Florida
$23K
AGWCA
531
Annis Gardner Whiting Capital Advisors
Florida
$22K +$20.3K +86 New
SIC
532
SJS Investment Consulting
Ohio
$20.9K +$15.8K +67 +447%
CFGS
533
Concourse Financial Group Securities
Alabama
$19.2K -$1.89K -8 -10%
FCAS
534
First Command Advisory Services
Texas
$19.2K
QC
535
Quent Capital
New York
$15.5K +$1.42K +6 +11%
NCTC
536
New Covenant Trust Company
Indiana
$14.8K +$13.7K +58 New
FDCP
537
Foster Dykema Cabot & Partners
Massachusetts
$13.3K
SS
538
Sunbelt Securities
Texas
$13K
ATC
539
Adirondack Trust Company
New York
$12.8K
PK
540
Pflug Koory
Nebraska
$11.5K
PWMG
541
Private Wealth Management Group
New Jersey
$11K
DSC
542
Duncker Streett & Co
Missouri
$10.7K
SWM
543
Sugarloaf Wealth Management
Georgia
$9.45K
FRA
544
Front Row Advisors
California
$8.96K +$8.27K +35 New
VCM
545
Versant Capital Management
Arizona
$8.94K
CTC
546
Central Trust Company
Missouri
$7.66K
SC
547
Solstein Capital
California
$7.41K
CP
548
Castleview Partners
Texas
$7.15K +$2.6K +11 +65%
MTC
549
Matrix Trust Company
Colorado
$7K +$6.14K +26 New
VF
550
VitalStone Financial
Texas
$7K +$6.85K +29 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.