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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
AS
526
Altshuler Shaham
Israel
$3.58K +$868 +4 +27%
CYG
527
Clean Yield Group
Vermont
$3.21K +$3.69K +17 New
AFWM
528
Abich Financial Wealth Management
Virginia
$3.02K
TWP
529
Triad Wealth Partners
Kansas
$3.02K +$3.47K +16 New
SIC
530
SJS Investment Consulting
Ohio
$2.64K -$14.8K -68 -83%
HI
531
Harbour Investments
Wisconsin
$2.64K -$434 -2 -13%
AFG
532
Albion Financial Group
Utah
$2.64K
GFPC
533
Global Financial Private Client
Florida
$2.26K
Cohen & Steers
534
Cohen & Steers
New York
$2K +$2.39K +11 New
OWA
535
Opal Wealth Advisors
New York
$1.89K +$2.17K +10 New
DJSG
536
D.J. St. Germain
Massachusetts
$1.89K
DPW
537
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$217 +1 +13%
PWA
538
Provenance Wealth Advisors
Florida
$1.51K
MFT
539
Moisand Fitzgerald Tamayo
Florida
$1.32K
CAC
540
Core Alternative Capital
Georgia
$1.32K
PPC
541
Park Place Capital
Alabama
$1.32K
WT
542
Whittier Trust
California
$1.13K
AW
543
Avion Wealth
Texas
$1K
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$947 +$1.08K +5 New
TWD
545
True Wealth Design
Ohio
$944 +$651 +3 +150%
CA
546
Continuum Advisory
Idaho
$943
FNWA
547
Financial Network Wealth Advisors
Utah
$943 +$1.08K +5 New
PWMG
548
Prestige Wealth Management Group
New Jersey
$569
MCM
549
Manchester Capital Management
Vermont
$566 -$434 -2 -40%
VWA
550
Valued Wealth Advisors
Utah
$190 +$217 +1 New

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.