Lincoln Electric
LECO
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.
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: 585 → 552 (-33)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$193M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$127M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$81.2M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$77.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$59.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$158M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$90.4M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$78M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$57.9M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$55.5M |
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.