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Lincoln Electric

441 hedge funds and large institutions have $6.43B invested in Lincoln Electric in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

102% more call options, than puts

Call options by funds: $3.68M | Put options by funds: $1.82M

24% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 127

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 407441 (+34)

2.26% more ownership

Funds ownership: 75.79%78.05% (+2.3%)

80% less capital invested

Capital invested by funds: $32.9B → $6.43B (-$26.5B)

Holders
441
Holders Change
+34
Holders Change %
+8.35%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
75
Increased
158
Reduced
127
Closed
31
Calls
$3.68M
Puts
$1.82M
Net Calls
+$1.86M
Net Calls Change
+$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$871M +$9.86M +70,312 +1%
BlackRock
2
BlackRock
New York
$762M +$26M +185,725 +4%
State Street
3
State Street
Massachusetts
$412M -$17.1M -121,973 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$388M -$35.1M -250,367 -9%
Victory Capital Management
5
Victory Capital Management
Texas
$247M -$19.4M -138,551 -8%
KeyBank National Association
6
KeyBank National Association
Ohio
$190M -$1.32M -9,421 -0.7%
Bessemer Group
7
Bessemer Group
New Jersey
$175M -$873K -6,222 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$144M -$45.7M -325,598 -25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$136M +$2.5M +17,846 +2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$118M +$20.2M +144,084 +21%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$106M +$25.9M +184,477 +34%
BTW
12
Boston Trust Walden
Massachusetts
$103M -$7.34M -52,309 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$99.5M -$290K -2,066 -0.3%
PEA
14
Park Edge Advisors
Ohio
$97M +$94.2M +671,649 New
Norges Bank
15
Norges Bank
Norway
$96.7M +$2.53M +18,026 +3%
Principal Financial Group
16
Principal Financial Group
Iowa
$92.9M +$4.38M +31,245 +5%
Fisher Asset Management
17
Fisher Asset Management
Washington
$91.5M -$534K -3,810 -0.6%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$84.5M +$1.59M +11,314 +2%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$80.8M -$91.4M -651,339 -54%
Northern Trust
20
Northern Trust
Illinois
$73.7M +$6.33M +45,155 +10%
RA
21
Royce & Associates
New York
$73.7M +$192K +1,366 +0.3%
Macquarie Group
22
Macquarie Group
Australia
$69M +$52.4M +373,730 +360%
Ameriprise
23
Ameriprise
Minnesota
$64.2M -$4.05M -28,881 -6%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$62.5M +$27M +192,833 +80%
Invesco
25
Invesco
Georgia
$60.4M +$23.6M +167,989 +67%

LECO Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2022, worth a combined $6.43B — down 80% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LECO positions and 31 closed out — a net gain of 44 holders — while 158 added to existing stakes and 127 trimmed.

The largest buyer was Macquarie Group, adding an estimated $52.4M. The largest seller was Janus Henderson Group, cutting an estimated $91.4M.

  • 441 institutional investors held Lincoln Electric (LECO) as of Q4 2022, up from 407 in Q3 2022.
  • Funds reported $6.43B of Lincoln Electric stock for Q4 2022, down 80% quarter-over-quarter.
  • 75 funds opened new Lincoln Electric positions in Q4 2022 and 31 closed out, a net change of +44 holders.
  • The largest Lincoln Electric buyer in Q4 2022 was Macquarie Group, an estimated $52.4M added.
  • The largest Lincoln Electric seller in Q4 2022 was Janus Henderson Group, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2022.