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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
PCP
276
Proficio Capital Partners
Massachusetts
$18K -$2.88K -32 -14%
GWM
277
Geneos Wealth Management
Colorado
$18K
PHK
278
Point72 Hong Kong
Hong Kong
$18K +$17.7K +197 New
AIM
279
Acrospire Investment Management
Illinois
$18K +$17.8K +198 New
CCM
280
Cribstone Capital Management
Maine
$16K
GAM
281
Gemmer Asset Management
California
$16K
RPG
282
Risk Paradigm Group
Texas
$15.7K
JWA
283
JFS Wealth Advisors
Pennsylvania
$13K +$90 +1 +0.7%
WCBA
284
Weaver C. Barksdale & Associates
Tennessee
$12K -$719 -8 -6%
NA
285
NewEdge Advisors
Louisiana
$10.7K +$10.3K +115 New
AIL
286
AGF Investments LLC
Ontario, Canada
$10K
LF
287
Lee Financial
Texas
$10K
OIA
288
OneDigital Investment Advisors
Kansas
$10K +$9.62K +107 New
SIAS
289
Shine Investment Advisory Services
Colorado
$8K +$7.73K +86 New
IUHSA
290
Itau Unibanco Holding S.A.
Brazil
$7K -$899 -10 -11%
AssetMark Inc
291
AssetMark Inc
California
$6K -$899 -10 -13%
DSC
292
Duncker Streett & Co
Missouri
$6K
WT
293
Whittier Trust
California
$6K
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$6K +$4.77K +53 +663%
WEC
295
Winslow Evans & Crocker
Massachusetts
$5.53K
VCM
296
Versant Capital Management
Arizona
$5K
WA
297
Winfield Associates
Ohio
$5K +$4.5K +50 New
FHA
298
First Horizon Advisors
Tennessee
$4K
WTC
299
WhitTier Trust Company
Nevada
$4K
QCG
300
Quadrant Capital Group
Ohio
$3K

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.