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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
FBT
176
First Bankers Trust
Kentucky
$2.78M +$243K +1,118 +8%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$2.77M -$155K -716 -5%
PI
178
PineBridge Investments
New York
$2.68M +$3.09M +14,230 New
BCI
179
Brinker Capital Investments
Pennsylvania
$2.64M -$213K -983 -7%
OPS
180
Orion Portfolio Solutions
Nebraska
$2.64M -$213K -983 -7%
SOMRS
181
State of Michigan Retirement System
Michigan
$2.58M -$86.8K -400 -3%
Russell Investments Group
182
Russell Investments Group
United Kingdom
$2.56M +$1.25M +5,776 +74%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$2.53M -$568K -2,615 -16%
Jane Street
184
Jane Street
New York
$2.49M -$2.94M -13,545 -51%
MWM
185
Moran Wealth Management
Florida
$2.48M -$9.54M -43,945 -77%
MAM
186
Martingale Asset Management
Massachusetts
$2.47M +$2.62M +12,080 +1,172%
Creative Planning
187
Creative Planning
Kansas
$2.41M +$36.7K +169 +1%
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$2.4M -$12.2K -56 -0.4%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.38M -$8.68K -40 -0.3%
LAM
190
LECAP Asset Management
United Kingdom
$2.37M +$2.73M +12,581 New
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$2.36M +$201K +924 +8%
FC
192
FORA Capital
Florida
$2.32M +$2.66M +12,277 New
TC
193
TownSquare Capital
Utah
$2.3M +$2.65M +12,200 New
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$2.23M -$499K -2,300 -16%
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$2.23M
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$342K +1,576 +16%
SI
197
Sapience Investments
California
$2.13M -$1.24M -5,705 -34%
BHCM
198
Brevan Howard Capital Management
Jersey
$2.13M +$2.45M +11,280 New
SEIA
199
Signature Estate & Investment Advisors
California
$2.13M +$2.45M +11,279 New
MIP
200
Marietta Investment Partners
Wisconsin
$2.08M

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.