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Lincoln Electric

380 hedge funds and large institutions have $5.94B invested in Lincoln Electric in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $3.53M

15% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 117

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% more funds holding

Funds holding: 379380 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 73.79%73.71% (-0.08%)

2% less capital invested

Capital invested by funds: $6.06B → $5.94B (-$124M)

Holders
380
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
135
Reduced
117
Closed
39
Calls
$4.51M
Puts
$3.53M
Net Calls
+$984K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$805M -$7.91M -60,433 -1%
BlackRock
2
BlackRock
New York
$717M +$4.98M +38,059 +0.7%
JP Morgan Chase
3
JP Morgan Chase
New York
$446M -$18.3M -139,396 -4%
State Street
4
State Street
Massachusetts
$396M +$39.5M +302,002 +12%
Victory Capital Management
5
Victory Capital Management
Texas
$250M +$47.9M +366,053 +25%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$225M -$16.3M -124,619 -7%
Bessemer Group
7
Bessemer Group
New Jersey
$197M +$25.9M +197,976 +16%
KeyBank National Association
8
KeyBank National Association
Ohio
$187M -$1.3M -9,944 -0.7%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$163M -$1.13M -8,644 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$114M +$5.08M +38,824 +5%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$107M +$24.5K +187 +0%
BTW
12
Boston Trust Walden
Massachusetts
$100M +$4.5M +34,339 +5%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$97.9M +$2.8M +21,418 +3%
Principal Financial Group
14
Principal Financial Group
Iowa
$97.4M -$2.72M -20,739 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$94.2M -$208K -1,587 -0.2%
SWA
16
Stratos Wealth Advisors
Ohio
$92.7M +$655 +5 +0%
Fisher Asset Management
17
Fisher Asset Management
Washington
$92.6M -$1.26M -9,633 -1%
RA
18
Royce & Associates
New York
$88.8M -$3.84M -29,293 -4%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$76.6M +$296K +2,257 +0.4%
Norges Bank
20
Norges Bank
Norway
$75.3M
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$73.1M +$683K +5,213 +1%
First Trust Advisors
22
First Trust Advisors
Illinois
$68.9M -$2.7M -20,642 -4%
Northern Trust
23
Northern Trust
Illinois
$68.5M -$692K -5,286 -1%
Charles Schwab
24
Charles Schwab
California
$46M +$1.4M +10,691 +3%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$44.6M -$4.29M -32,733 -9%

LECO Hedge Fund Activity: Q1 2022 in Review

380 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2022, worth a combined $5.94B — down 2% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LECO positions and 39 closed out — a net gain of 3 holders — while 135 added to existing stakes and 117 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $47.9M. The largest seller was Alecta Tjanstepension Omsesidigt, exiting entirely with an estimated $157M sold.

  • 380 institutional investors held Lincoln Electric (LECO) as of Q1 2022, up from 379 in Q4 2021.
  • Funds reported $5.94B of Lincoln Electric stock for Q1 2022, down 2% quarter-over-quarter.
  • 42 funds opened new Lincoln Electric positions in Q1 2022 and 39 closed out, a net change of +3 holders.
  • The largest Lincoln Electric buyer in Q1 2022 was Victory Capital Management, an estimated $47.9M added.
  • The largest Lincoln Electric seller in Q1 2022 was Alecta Tjanstepension Omsesidigt, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2022.