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Lincoln Electric

249 hedge funds and large institutions have $2.76B invested in Lincoln Electric in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $407K

5% more capital invested

Capital invested by funds: $2.64B → $2.76B (+$121M)

3% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 96

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 267249 (-18)

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
249
Holders Change
-18
Holders Change %
-6.74%
% of All Funds
6.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
99
Reduced
96
Closed
36
Calls
$2.46M
Puts
$407K
Net Calls
+$2.06M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
226
Proficio Capital Partners
Massachusetts
$17K
PCM
227
Penserra Capital Management
California
$16K +$6.72K +108 +67%
CCM
228
Cribstone Capital Management
Maine
$14K
GWM
229
Geneos Wealth Management
Colorado
$13K
LWA
230
Lenox Wealth Advisors
New York
$13K
CAL
231
Capital Analysts LLC
Pennsylvania
$12.5K +$12.5K +200 New
CG
232
Cutler Group
California
$12K -$496K -7,962 -98%
GAM
233
Gemmer Asset Management
California
$11K
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$11K +$436 +7 +4%
RPG
235
Risk Paradigm Group
Texas
$10.6K
TCIM
236
TIAA CREF Investment Management
New York
$7.62K +$773K +12,416 +11%
AssetMark Inc
237
AssetMark Inc
California
$6K -$11.5K -184 -66%
DSC
238
Duncker Streett & Co
Missouri
$4K
FHA
239
First Horizon Advisors
Tennessee
$4K +$1.31K +21 +47%
WEC
240
Winslow Evans & Crocker
Massachusetts
$3.76K
VCM
241
Versant Capital Management
Arizona
$3K -$62 -1 -2%
QI
242
QS Investors
New York
$1K -$672K -10,800 -100%
CAW
243
Cornerstone Advisors (Washington)
Washington
$1K
IWMPD
244
Integrated Wealth Management (Palm Desert)
California
$1K
TWA
245
TCI Wealth Advisors
Arizona
$1K
WTB
246
Washington Trust Bank
Washington
$1K +$809 +13 New
ACS
247
Archford Capital Strategies
Illinois
$1K +$1.81K +29 New
Neuberger Berman Group
248
Neuberger Berman Group
New York
-$22.3M -377,899 Closed
LHC
249
Lodge Hill Capital
New York
-$18.9M -320,000 Closed
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
-$3.35M -56,775 Closed

LECO Hedge Fund Activity: Q3 2016 in Review

249 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2016, worth a combined $2.76B — up 4.6% from $2.64B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LECO and 21 opened new positions — a net loss of 15 holders — while 96 trimmed existing stakes and 99 added.

The largest buyer was State Street, adding an estimated $20.4M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $22.3M sold.

  • 249 institutional investors held Lincoln Electric (LECO) as of Q3 2016, down from 267 in Q2 2016.
  • Funds reported $2.76B of Lincoln Electric stock for Q3 2016, up 4.6% quarter-over-quarter.
  • 21 funds opened new Lincoln Electric positions in Q3 2016 and 36 closed out, a net change of -15 holders.
  • The largest Lincoln Electric buyer in Q3 2016 was State Street, an estimated $20.4M added.
  • The largest Lincoln Electric seller in Q3 2016 was Neuberger Berman Group, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2016.