We are live on ! Find out more
LECO icon

Lincoln Electric

346 hedge funds and large institutions have $4.03B invested in Lincoln Electric in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

24% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.51M

13% more funds holding

Funds holding: 306346 (+40)

2.38% more ownership

Funds ownership: 64.54%66.92% (+2.4%)

3% more capital invested

Capital invested by funds: $3.9B → $4.03B (+$122M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
+40
Holders Change %
+13.07%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
127
Reduced
101
Closed
22
Calls
$1.87M
Puts
$1.51M
Net Calls
+$358K
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
226
BB&T Securities
Virginia
$460K +$53.5K +585 +13%
FCI
227
Financial Counselors Inc
Kansas
$458K
AAM
228
Azzad Asset Management
Virginia
$457K +$143K +1,561 +45%
TD Asset Management
229
TD Asset Management
Ontario, Canada
$455K +$454K +4,971 New
MC
230
Moors & Cabot
Massachusetts
$446K
OC
231
Oppenheimer & Co
New York
$445K -$14.7K -161 -3%
SCM
232
Shelton Capital Management
Colorado
$445K
GXMC
233
Global X Management Company
New York
$421K +$181K +1,976 +75%
GCP
234
GSA Capital Partners
United Kingdom
$421K +$420K +4,597 New
WAM
235
World Asset Management
Michigan
$418K -$23.5K -257 -5%
PCM
236
Piermont Capital Management
Missouri
$410K
JMPWA
237
JP Morgan Private Wealth Advisors
California
$409K +$1.46K +16 +0.4%
GT
238
Glenmede Trust
Pennsylvania
$397K -$7.41K -81 -2%
SOADOR
239
State of Alaska Department of Revenue
Alaska
$393K +$393K +4,300 New
Asset Management One
240
Asset Management One
Japan
$374K +$372K +4,070 New
MCIM
241
Meadow Creek Investment Management
Georgia
$368K +$65.8K +720 +22%
CCIA
242
Campbell & Co Investment Adviser
Maryland
$363K +$144K +1,578 +66%
LIA
243
LS Investment Advisors
Michigan
$358K -$92.6K -1,013 -21%
EIM
244
Essex Investment Management
Massachusetts
$348K -$4.57K -50 -1%
BF
245
BOK Financial
Oklahoma
$330K -$6.67K -73 -2%
IFS
246
Ifrah Financial Services
Arkansas
$326K +$326K +3,564 New
Neuberger Berman Group
247
Neuberger Berman Group
New York
$323K -$5.76K -63 -2%
Zurich Cantonal Bank
248
Zurich Cantonal Bank
Switzerland
$320K +$97K +1,061 +44%
GT
249
Greenleaf Trust
Michigan
$319K
QC
250
Quadrature Capital
United Kingdom
$312K +$311K +3,406 New

LECO Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2017, worth a combined $4.03B — up 3.1% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LECO positions and 22 closed out — a net gain of 41 holders — while 127 added to existing stakes and 101 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $79.2M. The largest seller was Prudential Financial, cutting an estimated $32.2M.

  • 346 institutional investors held Lincoln Electric (LECO) as of Q4 2017, up from 306 in Q3 2017.
  • Funds reported $4.03B of Lincoln Electric stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 63 funds opened new Lincoln Electric positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Lincoln Electric buyer in Q4 2017 was Citadel Advisors, an estimated $79.2M added.
  • The largest Lincoln Electric seller in Q4 2017 was Prudential Financial, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.