We are live on ! Find out more
LECO icon

Lincoln Electric

505 hedge funds and large institutions have $8.35B invested in Lincoln Electric in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $6.02M

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

15% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 156

2% more funds holding

Funds holding: 493505 (+12)

0.96% more ownership

Funds ownership: 78.29%79.26% (+0.96%)

7% less capital invested

Capital invested by funds: $8.95B → $8.35B (-$595M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
505
Holders Change
+12
Holders Change %
+2.43%
% of All Funds
8.01%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
71
Increased
179
Reduced
156
Closed
53
Calls
$16.2M
Puts
$6.02M
Net Calls
+$10.2M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B -$28.8M -150,889 -3%
BlackRock
2
BlackRock
New York
$963M +$6.55M +34,269 +0.7%
State Street
3
State Street
Massachusetts
$443M -$12.5M -65,284 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$387M -$4.35M -22,778 -1%
Capital International Investors
5
Capital International Investors
California
$313M +$8.84M +46,249 +3%
Norges Bank
6
Norges Bank
Norway
$307M +$71.4M +373,549 +28%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$251M -$34.3M -179,788 -12%
Victory Capital Management
8
Victory Capital Management
Texas
$211M -$31.3M -163,626 -12%
Invesco
9
Invesco
Georgia
$191M +$33.3M +174,278 +20%
KeyBank National Association
10
KeyBank National Association
Ohio
$184M -$11.6M -60,654 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$181M +$3.8M +19,913 +2%
Macquarie Group
12
Macquarie Group
Australia
$140M -$2.34M -12,270 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$131M +$11.2M +58,695 +9%
PEA
14
Park Edge Advisors
Ohio
$122M
Bessemer Group
15
Bessemer Group
New Jersey
$117M -$54.4M -284,578 -31%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$116M -$8.18M -42,811 -6%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$113M +$11.1M +58,254 +10%
Fisher Asset Management
18
Fisher Asset Management
Washington
$107M -$3.93M -20,593 -3%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$105M -$51.7M -270,400 -32%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$101M +$1.12M +5,856 +1%
Principal Financial Group
21
Principal Financial Group
Iowa
$99.8M -$31.2M -163,538 -23%
Goldman Sachs
22
Goldman Sachs
New York
$95.6M +$15.7M +82,126 +19%
Northern Trust
23
Northern Trust
Illinois
$86M +$444K +2,326 +0.5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$82.1M -$6.28M -32,884 -7%
Morgan Stanley
25
Morgan Stanley
New York
$72.9M +$5.58M +29,212 +8%

LECO Hedge Fund Activity: Q3 2023 in Review

505 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2023, worth a combined $8.35B — down 6.7% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LECO positions and 53 closed out — a net gain of 18 holders — while 179 added to existing stakes and 156 trimmed.

The largest buyer was Norges Bank, adding an estimated $71.4M. The largest seller was Bessemer Group, cutting an estimated $54.4M.

  • 505 institutional investors held Lincoln Electric (LECO) as of Q3 2023, up from 493 in Q2 2023.
  • Funds reported $8.35B of Lincoln Electric stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 71 funds opened new Lincoln Electric positions in Q3 2023 and 53 closed out, a net change of +18 holders.
  • The largest Lincoln Electric buyer in Q3 2023 was Norges Bank, an estimated $71.4M added.
  • The largest Lincoln Electric seller in Q3 2023 was Bessemer Group, an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2023.