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Lincoln Electric

363 hedge funds and large institutions have $5.71B invested in Lincoln Electric in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

101% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $4.28M

6% more funds holding

Funds holding: 342363 (+21)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 75%74.64% (-0.36%)

1% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 113

3% less capital invested

Capital invested by funds: $5.87B → $5.71B (-$153M)

Holders
363
Holders Change
+21
Holders Change %
+6.14%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
112
Reduced
113
Closed
23
Calls
$8.61M
Puts
$4.28M
Net Calls
+$4.33M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$765M +$15M +110,361 +2%
BlackRock
2
BlackRock
New York
$682M -$16.6M -121,675 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$433M -$53.4M -392,285 -10%
State Street
4
State Street
Massachusetts
$338M -$17.3M -127,268 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M -$34.7M -255,406 -12%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$187M
Victory Capital Management
7
Victory Capital Management
Texas
$185M -$620K -4,557 -0.3%
KeyBank National Association
8
KeyBank National Association
Ohio
$176M -$654K -4,806 -0.4%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$155M -$3.19M -23,422 -2%
Bessemer Group
10
Bessemer Group
New Jersey
$138M +$83.2M +611,348 +134%
Principal Financial Group
11
Principal Financial Group
Iowa
$107M -$12.6M -92,681 -10%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$105M -$7.12M -52,320 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$99.4M +$587K +4,317 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$93.2M -$757K -5,565 -0.8%
RA
15
Royce & Associates
New York
$91.2M +$3.72M +27,379 +4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$90.5M -$658K -4,840 -0.7%
Fisher Asset Management
17
Fisher Asset Management
Washington
$88.8M -$2.13M -15,674 -2%
BTW
18
Boston Trust Walden
Massachusetts
$87.4M -$134K -982 -0.1%
SWA
19
Stratos Wealth Advisors
Ohio
$86.6M +$8.03K +59 +0%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$84.7M +$2.61M +19,217 +3%
Norges Bank
21
Norges Bank
Norway
$72M -$573K -4,210 -0.7%
First Trust Advisors
22
First Trust Advisors
Illinois
$67.7M +$1.88M +13,829 +3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$67.5M +$285K +2,093 +0.4%
Northern Trust
24
Northern Trust
Illinois
$66.4M -$1.19M -8,770 -2%
Invesco
25
Invesco
Georgia
$46.8M +$9.24M +67,932 +23%

LECO Hedge Fund Activity: Q3 2021 in Review

363 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2021, worth a combined $5.71B — down 2.6% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LECO positions and 23 closed out — a net gain of 25 holders — while 112 added to existing stakes and 113 trimmed.

The largest buyer was Bessemer Group, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $53.4M.

  • 363 institutional investors held Lincoln Electric (LECO) as of Q3 2021, up from 342 in Q2 2021.
  • Funds reported $5.71B of Lincoln Electric stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 48 funds opened new Lincoln Electric positions in Q3 2021 and 23 closed out, a net change of +25 holders.
  • The largest Lincoln Electric buyer in Q3 2021 was Bessemer Group, an estimated $83.2M added.
  • The largest Lincoln Electric seller in Q3 2021 was JP Morgan Chase, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2021.