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Lincoln Electric

363 hedge funds and large institutions have $5.71B invested in Lincoln Electric in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

101% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $4.28M

6% more funds holding

Funds holding: 342363 (+21)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 75%74.64% (-0.36%)

1% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 113

3% less capital invested

Capital invested by funds: $5.87B → $5.71B (-$153M)

Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
112
Reduced
113
Closed
23
Calls
$8.61M
Puts
$4.28M
Net Calls
+$4.33M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
51
Jennison Associates
New York
$12.9M -$6.95M -51,118 -34%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$12.4M -$492K -3,614 -4%
GI
53
GAMCO Investors
Connecticut
$12.3M -$204K -1,500 -2%
IECM
54
Intrinsic Edge Capital Management
Illinois
$11.7M +$12.3M +90,691 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$11.7M -$335K -2,466 -3%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$11.6M +$102K +747 +0.8%
RJA
57
Raymond James & Associates
Florida
$11.4M +$13.1K +96 +0.1%
Comerica Bank
58
Comerica Bank
Texas
$11.1M -$983K -7,230 -9%
CS
59
Credit Suisse
Switzerland
$10.9M +$128K +944 +1%
WF
60
Welch & Forbes
Massachusetts
$10.4M -$168K -1,237 -2%
Macquarie Group
61
Macquarie Group
Australia
$10.4M -$230K -1,691 -2%
Morgan Stanley
62
Morgan Stanley
New York
$9.81M -$12.7M -93,309 -55%
CI
63
Cambiar Investors
Colorado
$9.64M -$122K -899 -1%
LKIM
64
Lawson Kroeker Investment Management
Nebraska
$9.58M -$92.5K -680 -0.9%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$9.13M +$141K +1,036 +1%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$9.07M -$349K -2,564 -4%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.78M +$418K +3,073 +5%
CA
68
Clearstead Advisors
Ohio
$8.71M +$408 +3 +0%
JSA
69
Jacobson & Schmitt Advisors
Wisconsin
$8.68M +$763K +5,610 +9%
RR
70
Robotti Robert
$8.5M +$52.2K +384 +0.6%
SI
71
Sapience Investments
California
$8.03M -$2.02M -14,850 -19%
GIA
72
GHP Investment Advisors
Colorado
$8.03M +$363K +2,670 +4%
AQR Capital Management
73
AQR Capital Management
Connecticut
$7.61M +$497K +3,654 +7%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$7.4M +$4.63K +34 +0.1%
EVM
75
Eaton Vance Management
Massachusetts
$6.92M +$7.75K +57 +0.1%

LECO Hedge Fund Activity: Q3 2021 in Review

363 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2021, worth a combined $5.71B — down 2.6% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LECO positions and 23 closed out — a net gain of 25 holders — while 112 added to existing stakes and 113 trimmed.

The largest buyer was Bessemer Group, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $53.4M.

  • 363 institutional investors held Lincoln Electric (LECO) as of Q3 2021, up from 342 in Q2 2021.
  • Funds reported $5.71B of Lincoln Electric stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 48 funds opened new Lincoln Electric positions in Q3 2021 and 23 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2021 was Bessemer Group, an estimated $83.2M added.
  • The largest Lincoln Electric seller in Q3 2021 was JP Morgan Chase, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2021.