Lincoln Electric
LECO
408 hedge funds and large institutions have $5.45B invested in Lincoln Electric in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 129 reducing their positions, and 28 closing their positions.
89% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 28
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 388 → 408 (+20)
6% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 129
1% more capital invested
Capital invested by funds: $5.38B → $5.45B (+$70.1M)
0.25% less ownership
Funds ownership: 74.98% → 74.73% (-0.25%)
55% less call options, than puts
Call options by funds: $2.98M | Put options by funds: $6.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$32M |
| 2 |
Millennium Management
New York
|
+$26.6M |
| 3 |
Morgan Stanley
New York
|
+$18.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$16.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$83M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$63.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19M |
| 4 |
JP Morgan Chase
New York
|
-$16.5M |
| 5 |
Janus Henderson Group
London,
|
-$14.7M |
LECO Hedge Fund Activity: Q3 2022 in Review
408 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2022, worth a combined $5.45B — up 1.3% from $5.38B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new LECO positions and 28 closed out — a net gain of 25 holders — while 137 added to existing stakes and 129 trimmed.
The largest buyer was GW&K Investment Management, opening a new position worth an estimated $32M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $83M sold.
- 408 institutional investors held Lincoln Electric (LECO) as of Q3 2022, up from 388 in Q2 2022.
- Funds reported $5.45B of Lincoln Electric stock for Q3 2022, up 1.3% quarter-over-quarter.
- 53 funds opened new Lincoln Electric positions in Q3 2022 and 28 closed out, a net change of +25 holders.
- The largest Lincoln Electric buyer in Q3 2022 was GW&K Investment Management, an estimated $32M added.
- The largest Lincoln Electric seller in Q3 2022 was Stratos Wealth Advisors, an estimated $83M sold.
Based on aggregated 13F filings for Q3 2022.