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Lincoln Electric

305 hedge funds and large institutions have $3.95B invested in Lincoln Electric in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

11% more funds holding

Funds holding: 275305 (+30)

5% more capital invested

Capital invested by funds: $3.75B → $3.95B (+$200M)

0.24% less ownership

Funds ownership: 65.35%65.11% (-0.24%)

50% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $5.69M

Holders
305
Holders Change
+30
Holders Change %
+10.91%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
54
Increased
114
Reduced
97
Closed
20
Calls
$2.85M
Puts
$5.69M
Net Calls
-$2.84M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
251
Cubist Systematic Strategies
Connecticut
$227K +$168K +1,870 +312%
CI
252
Cigna Investments
Connecticut
$225K -$8.99K -100 -4%
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$224K +$21.9K +244 +11%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$219K -$74.1K -824 -26%
DTL
255
Dynamic Technology Lab
Singapore
$219K +$213K +2,373 New
PNC
256
Park National Corp
Ohio
$218K
Credit Agricole
257
Credit Agricole
France
$215K -$374K -4,156 -64%
CCB
258
Cutter & Co Brokerage
Missouri
$212K -$18K -200 -8%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$204K +$199K +2,215 New
MJP
260
Michael J. Puzo
$203K +$198K +2,200 New
GXMC
261
Global X Management Company
New York
$193K +$130K +1,441 +220%
AG
262
Advisor Group
Arizona
$184K -$19.2K -214 -10%
AIM
263
Assured Investment Management
New York
$179K +$175K +1,944 New
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
$138K +$135K +1,500 New
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$137K +$134K +1,487 New
RFA
266
Reilly Financial Advisors
California
$123K
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$103K -$5.58K -62 -5%
VIA
268
Vantage Investment Advisors
Pennsylvania
$97K
CTC
269
Central Trust Company
Missouri
$91K
HNB
270
Huntington National Bank
Ohio
$74K +$27.9K +310 +63%
IA
271
IFP Advisors
Florida
$70K +$13.9K +155 +25%
EWM
272
Evercore Wealth Management
New York
$64K
DBT
273
Dubuque Bank & Trust
Iowa
$53K +$52K +578 New
EMG
274
ETF Managers Group
New Jersey
$51K +$50.3K +559 New
PA
275
Parallel Advisors
California
$34K +$8.27K +92 +31%

LECO Hedge Fund Activity: Q2 2017 in Review

305 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2017, worth a combined $3.95B — up 5.3% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new LECO positions and 20 closed out — a net gain of 34 holders — while 114 added to existing stakes and 97 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $86.9M. The largest seller was Baillie Gifford & Co, cutting an estimated $53.3M.

  • 305 institutional investors held Lincoln Electric (LECO) as of Q2 2017, up from 275 in Q1 2017.
  • Funds reported $3.95B of Lincoln Electric stock for Q2 2017, up 5.3% quarter-over-quarter.
  • 54 funds opened new Lincoln Electric positions in Q2 2017 and 20 closed out, a net change of +34 holders.
  • The largest Lincoln Electric buyer in Q2 2017 was Janus Henderson Group, an estimated $86.9M added.
  • The largest Lincoln Electric seller in Q2 2017 was Baillie Gifford & Co, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2017.