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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$6.39K
FFA
552
Frazier Financial Advisors
Ohio
$5.9K
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$5.88K
FFC
554
First Financial Corp
Indiana
$4.6K
AFWM
555
Abich Financial Wealth Management
Virginia
$4.09K +$236 +1 +7%
HI
556
Harbour Investments
Wisconsin
$4.09K +$1.18K +5 +45%
PA
557
Pineridge Advisors
Missouri
$3.85K -$945 -4 -21%
AS
558
Altshuler Shaham
Israel
$3.83K +$3.54K +15 New
AFG
559
Albion Financial Group
Utah
$3.58K +$1.65K +7 +100%
GFPC
560
Global Financial Private Client
Florida
$3.03K
DJSG
561
D.J. St. Germain
Massachusetts
$2.55K +$2.36K +10 New
HCP
562
Hexagon Capital Partners
Arkansas
$2.3K +$2.13K +9 New
DPW
563
DiNuzzo Private Wealth
Pennsylvania
$2.04K -$236 -1 -11%
PWA
564
Provenance Wealth Advisors
Florida
$2.04K
AW
565
Avion Wealth
Texas
$2K
MFT
566
Moisand Fitzgerald Tamayo
Florida
$1.79K
CAC
567
Core Alternative Capital
Georgia
$1.79K -$17.7K -75 -91%
PPC
568
Park Place Capital
Alabama
$1.79K
AF
569
Advisornet Financial
Minnesota
$1.53K -$124K -524 -99%
HI
570
Horizon Investments
North Carolina
$1.53K +$1.42K +6 New
WT
571
Whittier Trust
California
$1.53K
MCM
572
Manchester Capital Management
Vermont
$1.28K
LSA
573
Leonteq Securities AG
Switzerland
$1.28K
CA
574
Continuum Advisory
Idaho
$1.16K +$1.18K +5 New
CJ
575
Caitlin John
Michigan
$1.07K -$1.42K -6 -60%

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.