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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
William Blair & Company
276
William Blair & Company
Illinois
$219K -$68.1K -745 -24%
PNC
277
Park National Corp
Ohio
$217K
EMB
278
Elefante Mark B
$211K +$211K +2,305 New
CI
279
Cigna Investments
Connecticut
$208K
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$203K
N
281
Natixis
France
$202K -$210K -2,302 -51%
MOS
282
MGO One Seven
Ohio
$196K +$195K +2,135 New
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$143K -$3.66K -40 -2%
DCM
284
Delpha Capital Management
New York
$143K +$143K +1,563 New
RFA
285
Reilly Financial Advisors
California
$102K -$1.28K -14 -1%
Mitsubishi UFJ Asset Management
286
Mitsubishi UFJ Asset Management
Japan
$96K -$2.1K -23 -2%
VIA
287
Vantage Investment Advisors
Pennsylvania
$96K
CTC
288
Central Trust Company
Missouri
$90K
HNB
289
Huntington National Bank
Ohio
$74K +$823 +9 +1%
EMG
290
ETF Managers Group
New Jersey
$65K +$9.14K +100 +16%
EWM
291
Evercore Wealth Management
New York
$64K
IA
292
IFP Advisors
Florida
$62K -$5.94K -65 -9%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$60K +$60K +656 New
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
$55K
DBT
295
Dubuque Bank & Trust
Iowa
$53K
Twin Tree Management
296
Twin Tree Management
Texas
$45K +$45.1K +493 New
TRCT
297
Tower Research Capital (TRC)
New York
$38K +$32.9K +360 +692%
PA
298
Parallel Advisors
California
$36K
CAC
299
Certified Advisory Corp
Florida
$36K +$36.2K +396 New
TG
300
TLP Group
Illinois
$25K -$266K -2,911 -91%

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.