We are live on ! Find out more
LECO icon

Lincoln Electric

470 hedge funds and large institutions have $7.79B invested in Lincoln Electric in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 132 increasing their positions, 183 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.81M

76% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 41

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

21% more capital invested

Capital invested by funds: $6.43B → $7.79B (+$1.36B)

7% more funds holding

Funds holding: 441470 (+29)

1.98% more ownership

Funds ownership: 78.05%80.03% (+2%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 183

Holders
470
Holders Change
+29
Holders Change %
+6.58%
% of All Funds
7.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
72
Increased
132
Reduced
183
Closed
41
Calls
$5.44M
Puts
$1.81M
Net Calls
+$3.63M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B -$1.58M -9,615 -0.2%
BlackRock
2
BlackRock
New York
$894M +$2.51M +15,200 +0.3%
State Street
3
State Street
Massachusetts
$475M -$6.08M -36,893 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$379M -$73.4M -445,191 -17%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$275M +$268M +1,624,012 New
Victory Capital Management
6
Victory Capital Management
Texas
$267M -$20.6M -124,759 -7%
KeyBank National Association
7
KeyBank National Association
Ohio
$216M -$6.33M -38,412 -3%
Capital International Investors
8
Capital International Investors
California
$197M +$171M +1,036,145 +792%
Invesco
9
Invesco
Georgia
$172M +$98.4M +597,184 +143%
Bessemer Group
10
Bessemer Group
New Jersey
$171M -$32.8M -198,907 -16%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$158M +$33.7M +204,296 +28%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$157M -$1.33M -8,089 -0.9%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$129M -$8.67M -52,603 -6%
Principal Financial Group
14
Principal Financial Group
Iowa
$128M +$18.9M +114,619 +18%
Macquarie Group
15
Macquarie Group
Australia
$126M +$44M +266,838 +56%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$125M -$42.2M -256,278 -26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$114M -$2.77M -16,826 -2%
PEA
18
Park Edge Advisors
Ohio
$113M -$79.1K -480 -0.1%
Norges Bank
19
Norges Bank
Norway
$104M -$9.33M -56,631 -8%
Fisher Asset Management
20
Fisher Asset Management
Washington
$103M -$4.44M -26,939 -4%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$94.4M -$4.36M -26,433 -5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$90.8M +$1.83M +11,105 +2%
Northern Trust
23
Northern Trust
Illinois
$87.5M +$1.14M +6,938 +1%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$86.4M -$7.95M -48,240 -9%
BTW
25
Boston Trust Walden
Massachusetts
$75.8M -$43.6M -264,775 -37%

LECO Hedge Fund Activity: Q1 2023 in Review

470 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2023, worth a combined $7.79B — up 21% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new LECO positions and 41 closed out — a net gain of 31 holders — while 132 added to existing stakes and 183 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $268M. The largest seller was JP Morgan Chase, cutting an estimated $73.4M.

  • 470 institutional investors held Lincoln Electric (LECO) as of Q1 2023, up from 441 in Q4 2022.
  • Funds reported $7.79B of Lincoln Electric stock for Q1 2023, up 21% quarter-over-quarter.
  • 72 funds opened new Lincoln Electric positions in Q1 2023 and 41 closed out, a net change of +31 holders.
  • The largest Lincoln Electric buyer in Q1 2023 was EdgePoint Investment Group, an estimated $268M added.
  • The largest Lincoln Electric seller in Q1 2023 was JP Morgan Chase, an estimated $73.4M sold.

Based on aggregated 13F filings for Q1 2023.