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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
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$9.5M -$3.2M -14,743 -23%
RR
102
Robotti Robert
$9.37M +$9.33K +43 +0.1%
Canada Life
103
Canada Life
Manitoba, Canada
$9.28M +$820K +3,780 +8%
SEI Investments
104
SEI Investments
Pennsylvania
$9.04M +$1.4M +6,456 +16%
CWG
105
Cornerstone Wealth Group
North Carolina
$8.74M -$47.1K -217 -0.5%
EP
106
Edgestream Partners
New Jersey
$8.65M +$9.41M +43,378 +1,755%
KCM
107
Kennedy Capital Management
Missouri
$8.28M -$528K -2,433 -5%
TC
108
TwinBeech Capital
New York
$7.96M +$3.45M +15,910 +61%
Nordea Investment Management
109
Nordea Investment Management
Sweden
$7.88M +$2.06M +9,506 +30%
CAM
110
Congress Asset Management
Massachusetts
$7.81M +$8.98M +41,379 New
M&T Bank
111
M&T Bank
New York
$7.78M +$2.37M +10,917 +36%
WIM
112
WealthPlan Investment Management
Nebraska
$7.66M -$152K -702 -2%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$7.6M +$3.57M +16,460 +69%
GF
114
Gabelli Funds
New York
$7.55M
WOSD
115
WFA of San Diego
California
$7.55M +$8.68M +40,000 New
TAM
116
Trillium Asset Management
Massachusetts
$7.34M +$551K +2,541 +7%
BFO
117
Boston Family Office
Massachusetts
$7.33M -$101K -465 -1%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.26M -$299K -1,378 -3%
LNB
119
Ledyard National Bank
$6.45M -$1.2M -5,537 -14%
NC
120
Nicholas Company
Wisconsin
$6.29M
MOACM
121
Mutual of America Capital Management
New York
$6.15M -$325K -1,497 -4%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$6.11M -$648K -2,986 -8%
JIC
123
Johnson Investment Counsel
Ohio
$6M -$7.54M -34,753 -52%
Barclays
124
Barclays
United Kingdom
$5.99M -$7.76M -35,763 -53%
AB
125
Amalgamated Bank
New York
$5.96M -$22.6K -104 -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.