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Lincoln Electric

407 hedge funds and large institutions have $32.9B invested in Lincoln Electric in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more capital invested

Capital invested by funds: $5.37B → $32.9B (+$27.6B)

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 387407 (+20)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 127

0.81% more ownership

Funds ownership: 74.98%75.79% (+0.81%)

55% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $6.55M

Holders
407
Holders Change
+20
Holders Change %
+5.17%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
53
Increased
139
Reduced
127
Closed
28
Calls
$2.98M
Puts
$6.55M
Net Calls
-$3.57M
Net Calls Change
-$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
51
Quadrature Capital
United Kingdom
$13.3M +$10.4M +77,043 +268%
RJA
52
Raymond James & Associates
Florida
$13.3M +$2.01M +14,883 +16%
Macquarie Group
53
Macquarie Group
Australia
$13.1M -$1.23M -9,102 -8%
UBS AM
54
UBS AM
Illinois
$12.9M -$1.09M -8,102 -7%
GT
55
Glenmede Trust
Pennsylvania
$12.7M -$42.2K -313 -0.3%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$12.3M -$151K -1,120 -1%
GI
57
GAMCO Investors
Connecticut
$11.8M
AQR Capital Management
58
AQR Capital Management
Connecticut
$11.8M +$2.62M +19,417 +26%
AIG
59
American International Group
New York
$11.5M -$619K -4,584 -5%
Two Sigma Investments
60
Two Sigma Investments
New York
$11.1M -$3.5M -25,912 -23%
Wells Fargo
61
Wells Fargo
California
$11.1M -$1.13M -8,370 -9%
WF
62
Welch & Forbes
Massachusetts
$10.8M +$35.2K +261 +0.3%
AllianceBernstein
63
AllianceBernstein
Tennessee
$10.7M -$150K -1,115 -1%
Comerica Bank
64
Comerica Bank
Texas
$10.4M +$297K +2,198 +3%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$10.3M +$6.88M +51,000 +163%
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$10M +$284K +2,106 +3%
EVM
67
Eaton Vance Management
Massachusetts
$9.41M +$415K +3,074 +4%
Bank of America
68
Bank of America
North Carolina
$9.4M -$19M -141,076 -65%
LKIM
69
Lawson Kroeker Investment Management
Nebraska
$9.25M -$17.3K -128 -0.2%
GIA
70
GHP Investment Advisors
Colorado
$9.15M +$259K +1,920 +3%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$9.06M -$896K -6,638 -8%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$8.81M -$272K -2,016 -3%
CSS
73
Cubist Systematic Strategies
Connecticut
$8.56M +$1.75M +12,967 +24%
CA
74
Clearstead Advisors
Ohio
$8.31M +$405 +3 +0%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$8.03M

LECO Hedge Fund Activity: Q3 2022 in Review

407 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2022, worth a combined $32.9B — up 513% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LECO positions and 28 closed out — a net gain of 25 holders — while 139 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $66.9M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $83M sold.

  • 407 institutional investors held Lincoln Electric (LECO) as of Q3 2022, up from 387 in Q2 2022.
  • Funds reported $32.9B of Lincoln Electric stock for Q3 2022, up 513% quarter-over-quarter.
  • 53 funds opened new Lincoln Electric positions in Q3 2022 and 28 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2022 was Janus Henderson Group, an estimated $66.9M added.
  • The largest Lincoln Electric seller in Q3 2022 was Stratos Wealth Advisors, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2022.