Lincoln Electric
LECO
531 hedge funds and large institutions have $9.88B invested in Lincoln Electric in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 167 increasing their positions, 196 reducing their positions, and 39 closing their positions.
90% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 39
18% more capital invested
Capital invested by funds: $8.34B → $9.88B (+$1.54B)
5% more funds holding
Funds holding: 506 → 531 (+25)
0.27% more ownership
Funds ownership: 79.14% → 79.41% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
15% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 196
30% less call options, than puts
Call options by funds: $5.46M | Put options by funds: $7.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$128M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$40.2M |
| 4 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$34.4M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$64.2M |
| 2 |
JP Morgan Chase
New York
|
-$33.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.6M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$30.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$27M |
LECO Hedge Fund Activity: Q4 2023 in Review
531 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2023, worth a combined $9.88B — up 18% from $8.34B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new LECO positions and 39 closed out — a net gain of 35 holders — while 167 added to existing stakes and 196 trimmed.
The largest buyer was EdgePoint Investment Group, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $64.2M.
- 531 institutional investors held Lincoln Electric (LECO) as of Q4 2023, up from 506 in Q3 2023.
- Funds reported $9.88B of Lincoln Electric stock for Q4 2023, up 18% quarter-over-quarter.
- 74 funds opened new Lincoln Electric positions in Q4 2023 and 39 closed out, a net change of +35 holders.
- The largest Lincoln Electric buyer in Q4 2023 was EdgePoint Investment Group, an estimated $128M added.
- The largest Lincoln Electric seller in Q4 2023 was Invesco, an estimated $64.2M sold.
Based on aggregated 13F filings for Q4 2023.