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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
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$14.5M +$438K +2,016 +3%
Comerica Bank
77
Comerica Bank
Texas
$14.4M -$8.68M -39,986 -34%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$14.2M +$15.7M +72,432 +2,398%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$14M
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$13.7M +$2.27M +10,439 +17%
DCP
81
Distillate Capital Partners
Illinois
$13.6M +$15.7M +72,187 New
CF
82
Corebridge Financial
Texas
$13.6M +$15.7M +72,156 New
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$13.3M +$244K +1,124 +2%
CA
84
Clearstead Advisors
Ohio
$12.8M +$309K +1,424 +2%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$12.6M +$14.5M +66,974 New
AQR Capital Management
86
AQR Capital Management
Connecticut
$12.2M -$2.26M -10,396 -14%
LCM
87
Logan Capital Management
Pennsylvania
$12.2M -$211K -970 -1%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$12.1M +$1.35M +6,200 +11%
Franklin Resources
89
Franklin Resources
California
$11.8M +$5.64M +25,968 +71%
AA
90
ALPS Advisors
Colorado
$11.8M +$1.82M +8,393 +16%
CI
91
Cambiar Investors
Colorado
$11.6M -$21.7K -100 -0.2%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$11.5M +$7.48M +34,457 +131%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$11.3M -$7.57M -34,857 -37%
BFS
94
Bradley Foster & Sargent
Connecticut
$11.1M +$285K +1,315 +2%
TI
95
Trexquant Investment
Connecticut
$10.8M +$7.41M +34,121 +146%
Marshall Wace
96
Marshall Wace
United Kingdom
$10.7M +$7.95M +36,609 +180%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$10.5M -$378K -1,743 -3%
Squarepoint
98
Squarepoint
New York
$10.4M +$6.04M +27,816 +101%
LKIM
99
Lawson Kroeker Investment Management
Nebraska
$10.1M -$77K -355 -0.7%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$9.77M -$2.61M -12,038 -19%

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.