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Lincoln Electric
LECO

306 hedge funds and large institutions have $3.9B invested in Lincoln Electric in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 305 → 306 (+1)

0.57% less ownership

Funds ownership: 65.11% → 64.54% (-0.57%)

1% less capital invested

Capital invested by funds: $3.95B → $3.9B (-$45.6M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $4.63M

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
134
Reduced
84
Closed
30
Calls
$2.99M
Puts
$4.63M
Net Calls
-$1.64M
Net Calls Change
+$1.21M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$52.7M
2
JIM
Jupiter Investment Management
United Kingdom
+$25M
3
BlackRock
BlackRock
New York
+$20.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$13.9M
5
Millennium Management
Millennium Management
New York
+$13.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$193M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.7M
3
State Street
State Street
Massachusetts
-$14M
4
SAM
Scopus Asset Management
New York
-$12.1M
5
RA
Royce & Associates
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
QSS
226
Quantitative Systematic Strategies
Florida
$402K -$44.6K -499 -10%
GCA
227
Gideon Capital Advisors
New York
$383K +$125K +1,396 +50%
Balyasny Asset Management
228
Balyasny Asset Management
Illinois
$380K +$370K +4,148 New
NIT
229
NumerixS Investment Technologies
British Columbia, Canada
$376K +$366K +4,100 New
EIM
230
Essex Investment Management
Massachusetts
$353K – – –
Los Angeles Capital Management
231
Los Angeles Capital Management
California
$345K +$336K +3,762 New
BF
232
BOK Financial
Oklahoma
$337K – – –
Neuberger Berman Group
233
Neuberger Berman Group
New York
$329K +$5.09K +57 +2%
GT
234
Greenleaf Trust
Michigan
$319K – – –
JG
235
Jefferies Group
New York
$318K -$225K -2,515 -42%
AAM
236
Azzad Asset Management
Virginia
$315K – – –
GS
237
GAM Systematic
United Kingdom
$308K -$221K -2,470 -42%
FA
238
FDx Advisors
Illinois
$307K +$4.73K +53 +2%
MCIM
239
Meadow Creek Investment Management
Georgia
$302K +$35.7K +400 +14%
PAM
240
Panagora Asset Management
Massachusetts
$297K – – –
FRM
241
Fox Run Management
Connecticut
$293K -$71.4K -800 -20%
TG
242
TLP Group
Illinois
$292K +$37K +414 +15%
William Blair & Company
243
William Blair & Company
Illinois
$287K -$30K -336 -10%
BRF
244
B. Riley Financial
California
$286K +$279K +3,122 New
V
245
Veritable
Delaware
$277K +$17.9K +200 +7%
PIM
246
Penobscot Investment Management
Massachusetts
$275K – – –
RFC
247
Regions Financial Corp
Alabama
$266K – – –
SI
248
SII Investments
Wisconsin
$256K -$24.6K -275 -9%
CB
249
Commerce Bank
Missouri
$253K – – –
Credit Agricole
250
Credit Agricole
France
$249K +$33.8K +379 +16%
8 9
10
11 12

LECO Hedge Fund Activity: Q3 2017 in Review

306 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2017, worth a combined $3.9B — down 1.2% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LECO positions and 30 closed out — a net gain of 3 holders — while 134 added to existing stakes and 84 trimmed.

The largest buyer was Prudential Financial, adding an estimated $52.7M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 306 institutional investors held Lincoln Electric (LECO) as of Q3 2017, up from 305 in Q2 2017.
  • Funds reported $3.9B of Lincoln Electric stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 33 funds opened new Lincoln Electric positions in Q3 2017 and 30 closed out, a net change of +3 holders.
  • The largest Lincoln Electric buyer in Q3 2017 was Prudential Financial, an estimated $52.7M added.
  • The largest Lincoln Electric seller in Q3 2017 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2017.