Lincoln Electric
LECO
551 hedge funds and large institutions have $8.5B invested in Lincoln Electric in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 189 increasing their positions, 216 reducing their positions, and 62 closing their positions.
45% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $7.41M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 62
1% more capital invested
Capital invested by funds: $8.45B → $8.5B (+$53.8M)
0% less funds holding
Funds holding: 552 → 551 (-1)
0.24% less ownership
Funds ownership: 78.69% → 78.45% (-0.24%)
13% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$94.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$53.8M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$49.3M |
| 4 |
AWM
Absher Wealth Management
Chapel Hill,
North Carolina
|
+$24.6M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$64.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$27M |
| 3 |
RG
Renaissance Group
Covington,
Kentucky
|
-$26.8M |
| 4 |
Goldman Sachs
New York
|
-$22.3M |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$16.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GLR
601
Great Lakes Retirement
Sandusky,
Ohio
| – | -$12.9K | -68 | Closed |
|
|
SWS
602
SYSTM Wealth Solutions
Chicago,
Illinois
| – | -$12.5K | -66 | Closed |
|
|
FDCP
603
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| – | -$9.85K | -52 | Closed |
|
|
MAM
604
Meeder Asset Management
Dublin,
Ohio
| – | -$9.05K | -48 | Closed |
|
|
FRA
605
Front Row Advisors
Tiburon,
California
| – | -$5.87K | -31 | Closed |
|
|
CTC
606
Central Trust Company
Jefferson City,
Missouri
| – | -$5.66K | -30 | Closed |
|
|
AFWM
607
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$3.02K | -16 | Closed |
|
|
TWP
608
Triad Wealth Partners
Lawrence,
Kansas
| – | -$3.02K | -16 | Closed |
|
609
Cohen & Steers
New York
| – | -$2K | -11 | Closed |
|
|
OWA
610
Opal Wealth Advisors
Jericho,
New York
| – | -$1.89K | -10 | Closed |
|
|
WT
611
Whittier Trust
South Pasadena,
California
| – | -$1.13K | -6 | Closed |
|
|
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$947 | -5 | Closed |
|
|
SSG
613
Summit Securities Group
New York
| – | +$192 | +1 | New |
|
LECO Hedge Fund Activity: Q3 2024 in Review
551 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2024, worth a combined $8.5B — up 0.64% from $8.45B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LECO positions and 62 closed out — a net gain of 1 holder — while 189 added to existing stakes and 216 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $94.9M. The largest seller was JP Morgan Chase, cutting an estimated $64.4M.
- 551 institutional investors held Lincoln Electric (LECO) as of Q3 2024, down from 552 in Q2 2024.
- Funds reported $8.5B of Lincoln Electric stock for Q3 2024, up 0.64% quarter-over-quarter.
- 63 funds opened new Lincoln Electric positions in Q3 2024 and 62 closed out, a net change of +1 holder.
- The largest Lincoln Electric buyer in Q3 2024 was Victory Capital Management, an estimated $94.9M added.
- The largest Lincoln Electric seller in Q3 2024 was JP Morgan Chase, an estimated $64.4M sold.
Based on aggregated 13F filings for Q3 2024.