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Lincoln Electric

276 hedge funds and large institutions have $3.31B invested in Lincoln Electric in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 275276 (+1)

5% less capital invested

Capital invested by funds: $3.49B → $3.31B (-$178M)

28% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 116

77% less call options, than puts

Call options by funds: $629K | Put options by funds: $2.68M

Holders
276
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
8.01%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
27
Increased
83
Reduced
116
Closed
25
Calls
$629K
Puts
$2.68M
Net Calls
-$2.05M
Net Calls Change
-$704K
Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
Dearborn Partners
Illinois
$265K
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$263K +$13.9K +200 +6%
SB
228
Suntrust Banks
Georgia
$256K -$33.1K -475 -11%
BUB
229
BBVA USA Bancshares
Texas
$235K -$98.1K -1,410 -29%
HIM
230
Hillsdale Investment Management
Ontario, Canada
$235K +$237K +3,400 New
PP
231
Paloma Partners
Connecticut
$230K -$479K -6,882 -67%
B
232
Barings
North Carolina
$221K
V
233
Veritable
Delaware
$218K +$4.94K +71 +2%
QT
234
Quantbot Technologies
New York
$215K +$217K +3,112 New
ARTA
235
A.R.T. Advisors
New York
$214K +$216K +3,107 New
CS
236
Comerica Securities
Michigan
$212K +$213K +3,065 New
PIM
237
Penobscot Investment Management
Massachusetts
$207K
CCM
238
Cullen Capital Management
New York
$203K -$49.4K -710 -20%
CB
239
Commerce Bank
Missouri
$203K +$204K +2,933 New
PHIMC
240
Private Harbour Investment Management & Counsel
Ohio
$202K -$52.2K -750 -20%
CIM
241
Calvert Investment Management
Maryland
$202K +$203K +2,917 New
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$191K -$6.68K -96 -3%
BAM
243
Barrett Asset Management
New York
$138K
Citigroup
244
Citigroup
New York
$133K +$29K +416 +28%
OMCS
245
Old Mutual Customised Solutions
South Africa
$131K
VFA
246
Virtus Fund Advisers
Connecticut
$121K -$591K -8,487 -83%
Fuller & Thaler Asset Management
247
Fuller & Thaler Asset Management
California
$111K -$41.8K -600 -27%
FHA
248
First Horizon Advisors
Tennessee
$108K -$3.41K -49 -3%
Walleye Trading
249
Walleye Trading
New York
$101K +$102K +1,459 New
PAM
250
Panagora Asset Management
Massachusetts
$76K -$189K -2,720 -71%

LECO Hedge Fund Activity: Q3 2014 in Review

276 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2014, worth a combined $3.31B — down 5.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LECO positions and 25 closed out — a net gain of 2 holders — while 83 added to existing stakes and 116 trimmed.

The largest buyer was Lodge Hill Capital, opening a new position worth an estimated $23.7M. The largest seller was Norges Bank, cutting an estimated $46.6M.

  • 276 institutional investors held Lincoln Electric (LECO) as of Q3 2014, up from 275 in Q2 2014.
  • Funds reported $3.31B of Lincoln Electric stock for Q3 2014, down 5.1% quarter-over-quarter.
  • 27 funds opened new Lincoln Electric positions in Q3 2014 and 25 closed out, a net change of +2 holders.
  • The largest Lincoln Electric buyer in Q3 2014 was Lodge Hill Capital, an estimated $23.7M added.
  • The largest Lincoln Electric seller in Q3 2014 was Norges Bank, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2014.