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Lincoln Electric

585 hedge funds and large institutions have $11.3B invested in Lincoln Electric in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 178 increasing their positions, 224 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 29

167% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.88M

13% more capital invested

Capital invested by funds: $9.95B → $11.3B (+$1.34B)

10% more funds holding

Funds holding: 530585 (+55)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.94% less ownership

Funds ownership: 80%78.05% (-1.9%)

21% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 224

Holders
585
Holders Change
+55
Holders Change %
+10.38%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
84
Increased
178
Reduced
224
Closed
29
Calls
$10.4M
Puts
$3.88M
Net Calls
+$6.49M
Net Calls Change
+$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.46B +$3.56M +15,062 +0.3%
BlackRock
2
BlackRock
New York
$1.38B +$15.3M +64,684 +1%
State Street
3
State Street
Massachusetts
$581M -$61.8M -261,763 -10%
Capital International Investors
4
Capital International Investors
California
$474M +$28.8M +121,914 +7%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$474M -$43.6M -184,489 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$473M -$24.2M -102,267 -5%
Norges Bank
7
Norges Bank
Norway
$390M -$5.13M -21,705 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$276M +$13.1M +55,592 +5%
Victory Capital Management
9
Victory Capital Management
Texas
$216M -$51.2M -216,552 -20%
KeyBank National Association
10
KeyBank National Association
Ohio
$205M -$12.1M -51,404 -6%
Invesco
11
Invesco
Georgia
$195M +$10.8M +45,642 +6%
Macquarie Group
12
Macquarie Group
Australia
$181M -$13.9M -58,967 -8%
PEA
13
Park Edge Advisors
Ohio
$171M -$66.1K -280 -0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$166M -$8.01M -33,912 -5%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$165M -$9.78M -41,399 -6%
Morgan Stanley
16
Morgan Stanley
New York
$150M -$61.9M -262,220 -31%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$147M +$860K +3,640 +0.6%
Principal Financial Group
18
Principal Financial Group
Iowa
$128M -$4.86M -20,563 -4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$125M -$17.5M -74,195 -13%
Fisher Asset Management
20
Fisher Asset Management
Washington
$123M -$855K -3,619 -0.7%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$116M -$3.71M -15,707 -3%
Goldman Sachs
22
Goldman Sachs
New York
$115M -$1.04M -4,393 -1%
EAM
23
Eagle Asset Management
Florida
$111M -$150K -636 -0.1%
Northern Trust
24
Northern Trust
Illinois
$101M -$12.7M -53,623 -12%
Bessemer Group
25
Bessemer Group
New Jersey
$92.3M -$42.8M -181,398 -33%

LECO Hedge Fund Activity: Q1 2024 in Review

585 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2024, worth a combined $11.3B — up 13% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LECO positions and 29 closed out — a net gain of 55 holders — while 178 added to existing stakes and 224 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $41.7M. The largest seller was Morgan Stanley, cutting an estimated $61.9M.

  • 585 institutional investors held Lincoln Electric (LECO) as of Q1 2024, up from 530 in Q4 2023.
  • Funds reported $11.3B of Lincoln Electric stock for Q1 2024, up 13% quarter-over-quarter.
  • 84 funds opened new Lincoln Electric positions in Q1 2024 and 29 closed out, a net change of +55 holders.
  • The largest Lincoln Electric buyer in Q1 2024 was First Trust Advisors, an estimated $41.7M added.
  • The largest Lincoln Electric seller in Q1 2024 was Morgan Stanley, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2024.