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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
FMP
576
Financial Management Professionals
Texas
$1K
S
577
Sachetta
Massachusetts
$870
PWMG
578
Prestige Wealth Management Group
New Jersey
$769
TWD
579
True Wealth Design
Ohio
$511 +$236 +1 +100%
CAM
580
Creekmur Asset Management
Illinois
$511 +$472 +2 New
FGAM
581
Financial Gravity Asset Management
Texas
$402 +$472 +2 New
TFM
582
TFC Financial Management
Massachusetts
$256 +$236 +1 New
BTI
583
Blue Trust Inc
Georgia
$255 -$9.21K -39 -98%
RIL
584
Rothschild Investment LLC
Illinois
$255
TWP
585
TFO Wealth Partners
Ohio
$255
Swedbank
586
Swedbank
Sweden
-$16.3M -75,000 Closed
VA
587
Vident Advisory
Georgia
-$12M -54,953 Closed
JSA
588
Jacobson & Schmitt Advisors
Wisconsin
-$6.82M -31,376 Closed
Two Sigma Investments
589
Two Sigma Investments
New York
-$4.49M -20,648 Closed
MCM
590
Moore Capital Management
New York
-$3.87M -17,804 Closed
OQS
591
Occudo Quantitative Strategies
Florida
-$3.06M -14,050 Closed
PE
592
Point72 Europe
United Kingdom
-$2.51M -11,536 Closed
IIM
593
INTECH Investment Management
Florida
-$1.82M -8,385 Closed
HF
594
HRT Financial
New York
-$1.82M -8,382 Closed
Skandinaviska Enskilda Banken (SEB)
595
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.54M -7,100 Closed
NYLIM
596
New York Life Investment Management
New York
-$1.29M -5,944 Closed
RP
597
Riverwater Partners
Wisconsin
-$1.22M -5,606 Closed
Renaissance Technologies
598
Renaissance Technologies
New York
-$1.03M -4,738 Closed
WMSA
599
Weiss Multi-Strategy Advisers
New York
-$1.01M -4,669 Closed
Lido Advisors
600
Lido Advisors
California
-$805K -3,691 Closed

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.