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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
JCM
126
Jag Capital Management
Missouri
$8.08M +$7.09M +30,015 +1,841%
Robeco Institutional Asset Management
127
Robeco Institutional Asset Management
Netherlands
$8.07M -$141K -599 -2%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$7.98M +$4.94M +20,911 +203%
HVIA
129
Hudson Valley Investment Advisors
New York
$7.83M +$1.93M +8,178 +36%
M&T Bank
130
M&T Bank
New York
$7.75M -$311K -1,316 -4%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$7.6M +$413K +1,748 +6%
CB
132
Commerce Bank
Missouri
$7.29M -$940K -3,980 -12%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$7.16M -$281K -1,188 -4%
Squarepoint
134
Squarepoint
New York
$7.04M -$29.5M -124,914 -82%
WP
135
WealthPLAN Partners
Nebraska
$7.01M -$2.03M -8,575 -24%
Jane Street
136
Jane Street
New York
$6.84M +$2.16M +9,164 +52%
Truist Financial
137
Truist Financial
North Carolina
$6.8M -$881K -3,729 -12%
ACA
138
Aptus Capital Advisors
Alabama
$6.79M +$659K +2,788 +12%
YCM
139
Yousif Capital Management
Michigan
$6.79M -$192K -814 -3%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$6.74M +$681K +2,882 +12%
AIP
141
Ameritas Investment Partners
Nebraska
$6.73M -$742K -3,140 -11%
TC
142
TwinBeech Capital
New York
$6.71M +$6.2M +26,263 New
FCI
143
Financial Counselors Inc
Kansas
$6.67M +$16.8K +71 +0.3%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$6.57M +$40.4K +171 +0.7%
GAM
145
Garrison Asset Management
Arkansas
$6.4M -$83.1K -352 -1%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$6.29M -$95.2K -403 -2%
VanEck Associates
147
VanEck Associates
New York
$6.12M +$1.55M +6,565 +38%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$6.09M -$830K -3,516 -13%
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$6.04M -$1.18K -5 -0%
CSPAM
150
Cary Street Partners Asset Management
Virginia
$6.04M

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.