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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
Retirement Systems of Alabama
51
Retirement Systems of Alabama
Alabama
$32.8M -$574K -2,432 -2%
Wells Fargo
52
Wells Fargo
California
$32.2M +$2.59M +10,961 +10%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$32.2M -$1.07M -4,542 -3%
Legal & General Group
54
Legal & General Group
United Kingdom
$31.1M -$3.51M -14,867 -11%
RJA
55
Raymond James & Associates
Florida
$30.3M -$718K -3,040 -2%
Cerity Partners
56
Cerity Partners
New York
$30.2M +$12.3M +51,896 +78%
Comerica Bank
57
Comerica Bank
Texas
$29.8M -$2.38M -10,058 -8%
Swiss National Bank
58
Swiss National Bank
Switzerland
$28.8M -$47.2K -200 -0.2%
CGPCS
59
Capital Group Private Client Services
California
$27.6M +$4.05M +17,163 +19%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$27.5M -$416K -1,762 -2%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$26.7M +$3.96M +16,763 +19%
UBS AM
62
UBS AM
Illinois
$25.8M -$251K -1,063 -1%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$24.2M -$2.05M -8,699 -8%
HW
64
Hancock Whitney
Mississippi
$23.9M +$76.1K +322 +0.3%
GI
65
GAMCO Investors
Connecticut
$23.5M
DIA
66
Dana Investment Advisors
Wisconsin
$23M -$4.22M -17,856 -17%
SC
67
Sapient Capital
Indiana
$22.7M -$89.3K -378 -0.4%
William Blair Investment Management
68
William Blair Investment Management
Illinois
$22.5M -$2.02M -8,549 -9%
GT
69
Glenmede Trust
Pennsylvania
$22.3M -$4.06M -17,179 -16%
PP
70
Patten & Patten
Tennessee
$22.2M +$8.84M +37,442 +76%
CS
71
Credit Suisse
Switzerland
$21.5M +$371K +1,571 +2%
Ameriprise
72
Ameriprise
Minnesota
$21.5M -$1.23M -5,192 -6%
GIA
73
GHP Investment Advisors
Colorado
$20.1M -$217K -919 -1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$19.8M +$484K +2,047 +3%
AIG
75
American International Group
New York
$19.5M -$369K -1,562 -2%

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.