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Lincoln Electric

552 hedge funds and large institutions have $8.45B invested in Lincoln Electric in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 78.05%78.69% (+0.64%)

1% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $6.53M

6% less funds holding

Funds holding: 585552 (-33)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 214

25% less capital invested

Capital invested by funds: $11.3B → $8.45B (-$2.85B)

26% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 97

Holders
552
Holders Change
-33
Holders Change %
-5.64%
% of All Funds
7.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
72
Increased
180
Reduced
214
Closed
97
Calls
$6.45M
Puts
$6.53M
Net Calls
-$76K
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gotham Asset Management
New York
$25.8M +$20.4M +93,902 +218%
Bank of America
52
Bank of America
North Carolina
$25.6M +$834K +3,843 +3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$25.3M -$4.68M -21,542 -14%
Axa
54
Axa
France
$24.9M -$550K -2,536 -2%
Two Sigma Investments
55
Two Sigma Investments
New York
$24.8M +$28.5M +131,333 New
ProShare Advisors
56
ProShare Advisors
Maryland
$24.8M -$1.26M -5,802 -4%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$24.4M +$198K +912 +0.7%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$23.7M -$39.7K -183 -0.1%
RJA
59
Raymond James & Associates
Florida
$22.6M +$220K +1,015 +0.9%
Swiss National Bank
60
Swiss National Bank
Switzerland
$21.1M -$239K -1,100 -1%
Man Group
61
Man Group
United Kingdom
$21.1M +$7.8M +35,959 +48%
Legal & General Group
62
Legal & General Group
United Kingdom
$20.4M -$3.01M -13,886 -11%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$19.9M -$439K -2,021 -2%
CGPCS
64
Capital Group Private Client Services
California
$19.7M -$749K -3,449 -3%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$19.3M -$430K -1,983 -2%
HW
66
Hancock Whitney
Mississippi
$17.6M -$47.5K -219 -0.2%
Citadel Advisors
67
Citadel Advisors
Florida
$17.1M -$18.7M -86,315 -49%
GI
68
GAMCO Investors
Connecticut
$17.1M -$326K -1,500 -2%
SC
69
Sapient Capital
Indiana
$16.7M -$72.9K -336 -0.4%
PP
70
Patten & Patten
Tennessee
$16.3M -$22.8K -105 -0.1%
Cerity Partners
71
Cerity Partners
New York
$15.7M -$7.58M -34,941 -30%
AllianceBernstein
72
AllianceBernstein
Tennessee
$15.4M +$861K +3,969 +5%
GT
73
Glenmede Trust
Pennsylvania
$15.3M -$1.31M -6,034 -7%
Ameriprise
74
Ameriprise
Minnesota
$15.1M -$899K -4,142 -5%
GIA
75
GHP Investment Advisors
Colorado
$14.9M +$50.6K +233 +0.3%

LECO Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2024, worth a combined $8.45B — down 25% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LECO and 72 opened new positions — a net loss of 25 holders — while 214 trimmed existing stakes and 180 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $193M. The largest seller was Capital International Investors, cutting an estimated $158M.

  • 552 institutional investors held Lincoln Electric (LECO) as of Q2 2024, down from 585 in Q1 2024.
  • Funds reported $8.45B of Lincoln Electric stock for Q2 2024, down 25% quarter-over-quarter.
  • 72 funds opened new Lincoln Electric positions in Q2 2024 and 97 closed out, a net change of -25 holders.
  • The largest Lincoln Electric buyer in Q2 2024 was EdgePoint Investment Group, an estimated $193M added.
  • The largest Lincoln Electric seller in Q2 2024 was Capital International Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2024.