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Lincoln Electric

407 hedge funds and large institutions have $32.9B invested in Lincoln Electric in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more capital invested

Capital invested by funds: $5.37B → $32.9B (+$27.6B)

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: 45 (+1)

5% more funds holding

Funds holding: 387407 (+20)

9% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 127

0.81% more ownership

Funds ownership: 74.98%75.79% (+0.81%)

55% less call options, than puts

Call options by funds: $2.98M | Put options by funds: $6.55M

Holders
407
Holders Change
+20
Holders Change %
+5.17%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
53
Increased
139
Reduced
127
Closed
28
Calls
$2.98M
Puts
$6.55M
Net Calls
-$3.57M
Net Calls Change
-$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1
CM Wealth Advisors
Ohio
$27.5B -$1.53M -11,372 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$749M +$8.5M +63,007 +1%
BlackRock
3
BlackRock
New York
$640M -$53.7K -398 -0%
State Street
4
State Street
Massachusetts
$374M +$8.1M +59,991 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$369M -$16.5M -122,087 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$232M +$9.48M +70,254 +4%
KeyBank National Association
7
KeyBank National Association
Ohio
$167M -$1.97M -14,575 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$166M -$5.42M -40,192 -3%
Bessemer Group
9
Bessemer Group
New Jersey
$153M +$106K +784 +0.1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$152M +$66.9M +495,957 +69%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$116M +$2.01M +14,883 +2%
BTW
12
Boston Trust Walden
Massachusetts
$96.2M +$1.38M +10,194 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$86.8M -$489K -3,621 -0.5%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$84.6M -$63.8M -472,775 -41%
Norges Bank
15
Norges Bank
Norway
$81.9M +$16.3M +121,137 +23%
Fisher Asset Management
16
Fisher Asset Management
Washington
$80.1M -$4.21M -31,225 -5%
Principal Financial Group
17
Principal Financial Group
Iowa
$76.9M -$14M -103,584 -14%
First Trust Advisors
18
First Trust Advisors
Illinois
$76.8M +$210K +1,557 +0.3%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$72.1M -$144K -1,069 -0.2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$68.7M +$2.81M +20,800 +4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$66M +$117K +867 +0.2%
RA
22
Royce & Associates
New York
$63.9M -$7.4M -54,832 -10%
Ameriprise
23
Ameriprise
Minnesota
$59.5M +$11M +81,555 +21%
Northern Trust
24
Northern Trust
Illinois
$58.5M -$766K -5,673 -1%
Charles Schwab
25
Charles Schwab
California
$42.4M +$787K +5,829 +2%

LECO Hedge Fund Activity: Q3 2022 in Review

407 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2022, worth a combined $32.9B — up 513% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LECO positions and 28 closed out — a net gain of 25 holders — while 139 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $66.9M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $83M sold.

  • 407 institutional investors held Lincoln Electric (LECO) as of Q3 2022, up from 387 in Q2 2022.
  • Funds reported $32.9B of Lincoln Electric stock for Q3 2022, up 513% 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 Janus Henderson Group, an estimated $66.9M 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.