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Lincoln Electric

379 hedge funds and large institutions have $6.06B invested in Lincoln Electric in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $1.34M

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $5.71B → $6.06B (+$351M)

4% more funds holding

Funds holding: 363379 (+16)

0.85% less ownership

Funds ownership: 74.64%73.79% (-0.85%)

6% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 129

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
379
Holders Change
+16
Holders Change %
+4.41%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
60
Increased
121
Reduced
129
Closed
40
Calls
$3.66M
Puts
$1.34M
Net Calls
+$2.32M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$823M -$4.92M -35,323 -0.6%
BlackRock
2
BlackRock
New York
$720M -$18.1M -129,682 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$471M +$1.74M +12,461 +0.4%
State Street
4
State Street
Massachusetts
$358M -$7.58M -54,397 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$245M -$12.5M -89,447 -5%
Victory Capital Management
6
Victory Capital Management
Texas
$202M +$1.97M +14,164 +1%
KeyBank National Association
7
KeyBank National Association
Ohio
$190M -$469K -3,370 -0.2%
Bessemer Group
8
Bessemer Group
New Jersey
$172M +$22.8M +163,826 +15%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$166M -$1.96M -14,104 -1%
ATO
10
Alecta Tjanstepension Omsesidigt
Sweden
$157M -$45.3M -325,000 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$110M +$1.85M +13,264 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$109M -$5.24M -37,653 -5%
Principal Financial Group
13
Principal Financial Group
Iowa
$101M -$14.2M -101,676 -12%
BTW
14
Boston Trust Walden
Massachusetts
$96.7M +$2.05M +14,727 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$96.1M -$1.91M -13,698 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$95.5M -$5.4M -38,790 -5%
Fisher Asset Management
17
Fisher Asset Management
Washington
$95M -$1.11M -7,974 -1%
RA
18
Royce & Associates
New York
$94M -$4.74M -34,036 -5%
SWA
19
Stratos Wealth Advisors
Ohio
$93.8M -$418 -3 -0%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$77.3M -$14.5M -104,114 -16%
Norges Bank
21
Norges Bank
Norway
$76.3M -$1.76M -12,640 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$73.2M +$161K +1,154 +0.2%
First Trust Advisors
23
First Trust Advisors
Illinois
$72.6M -$674K -4,841 -0.9%
Northern Trust
24
Northern Trust
Illinois
$70M -$1.91M -13,680 -3%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$49.7M +$7.77M +55,767 +19%

LECO Hedge Fund Activity: Q4 2021 in Review

379 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2021, worth a combined $6.06B — up 6.1% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LECO positions and 40 closed out — a net gain of 20 holders — while 121 added to existing stakes and 129 trimmed.

The largest buyer was Bessemer Group, adding an estimated $22.8M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $45.3M.

  • 379 institutional investors held Lincoln Electric (LECO) as of Q4 2021, up from 363 in Q3 2021.
  • Funds reported $6.06B of Lincoln Electric stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 60 funds opened new Lincoln Electric positions in Q4 2021 and 40 closed out, a net change of +20 holders.
  • The largest Lincoln Electric buyer in Q4 2021 was Bessemer Group, an estimated $22.8M added.
  • The largest Lincoln Electric seller in Q4 2021 was Alecta Tjanstepension Omsesidigt, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2021.