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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
MCM
251
Manchester Capital Management
Vermont
$74K
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$66K -$4.87K -70 -7%
Envestnet Asset Management
253
Envestnet Asset Management
Illinois
$66K +$7.66K +110 +13%
EWM
254
Evercore Wealth Management
New York
$48K
PMFA
255
Plante Moran Financial Advisors
Michigan
$32K
TFA
256
Transamerica Financial Advisors
Florida
$23K -$4.94K -71 -18%
RNS
257
Robert N. Shapiro
$15K
TRCT
258
Tower Research Capital (TRC)
New York
$14K -$584K -8,393 -98%
JWA
259
JFS Wealth Advisors
Pennsylvania
$14K
CAL
260
Capital Analysts LLC
Pennsylvania
$13.8K
MA
261
MCF Advisors
Kentucky
$13K
BFEC
262
Benjamin F. Edwards & Company
Missouri
$12K -$6.96K -100 -37%
WCBA
263
Weaver C. Barksdale & Associates
Tennessee
$12K -$766 -11 -6%
BCMIO
264
Beacon Capital Management Inc (Ohio)
Ohio
$10K
CFSG
265
Community Financial Services Group
Vermont
$10K
GAM
266
Gemmer Asset Management
California
$10K
PHK
267
Point72 Hong Kong
Hong Kong
$8K +$8.14K +117 New
Manulife (Manufacturers Life Insurance)
268
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.24K +$50.5K +725 +0.7%
DSC
269
Duncker Streett & Co
Missouri
$5K -$4.87K -70 -50%
HR
270
Howe & Rusling
New York
$5K
WEC
271
Winslow Evans & Crocker
Massachusetts
$4.15K
LNB
272
Ledyard National Bank
$4K
ACS
273
Archford Capital Strategies
Illinois
$2K
CAW
274
Cornerstone Advisors (Washington)
Washington
$1K
TWA
275
TCI Wealth Advisors
Arizona
$1K

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.