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Lincoln Electric

305 hedge funds and large institutions have $3.83B invested in Lincoln Electric in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 133 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $885K

2% more capital invested

Capital invested by funds: $3.74B → $3.83B (+$86.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.02% less ownership

Funds ownership: 72.37%71.35% (-1%)

9% less funds holding

Funds holding: 337305 (-32)

36% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 133

56% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 57

Holders
305
Holders Change
-32
Holders Change %
-9.5%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
85
Reduced
133
Closed
57
Calls
$3.2M
Puts
$885K
Net Calls
+$2.31M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
276
TrustCore Financial Services
Tennessee
$11K
PCIA
277
Prime Capital Investment Advisors
Kansas
$11K +$10.9K +129 New
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$11K +$10.9K +130 New
ST
279
Smithfield Trust
Pennsylvania
$10K
HGWM
280
Harvest Group Wealth Management
Massachusetts
$9K
PO
281
Private Ocean
California
$9K
GWM
282
Geneos Wealth Management
Colorado
$6K
WEC
283
Winslow Evans & Crocker
Massachusetts
$6K
CAW
284
Cornerstone Advisors (Washington)
Washington
$6K +$3.37K +40 +154%
SFS
285
Sowell Financial Services
Arkansas
$6K +$5.64K +67 New
CFA
286
Carroll Financial Associates
North Carolina
$5K
IFAM
287
Institutional & Family Asset Management
Colorado
$5K
TWA
288
TCI Wealth Advisors
Arizona
$5K +$3.62K +43 +226%
OAM
289
Oppenheimer Asset Management
New York
$4K -$613K -7,286 -99%
CBT
290
Capital Bank & Trust
California
$4K +$3.62K +43 New
BCA
291
Berman Capital Advisors
Georgia
$3K
HAM
292
Highstreet Asset Management
Ontario, Canada
$3K
VCM
293
Versant Capital Management
Arizona
$3K
APA
294
American Portfolios Advisors
New York
$2.34K
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$2K -$415K -4,930 -99%
AssetMark Inc
296
AssetMark Inc
California
$2K
EARNEST Partners
297
EARNEST Partners
Georgia
$2K
FMTCOCP
298
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
BBHC
299
Brown Brothers Harriman & Co
New York
$1K
SCA
300
Stonebridge Capital Advisors
Minnesota
$1K

LECO Hedge Fund Activity: Q3 2019 in Review

305 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2019, worth a combined $3.83B — up 2.3% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of LECO and 25 opened new positions — a net loss of 32 holders — while 133 trimmed existing stakes and 85 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Invesco, cutting an estimated $47M.

  • 305 institutional investors held Lincoln Electric (LECO) as of Q3 2019, down from 337 in Q2 2019.
  • Funds reported $3.83B of Lincoln Electric stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 25 funds opened new Lincoln Electric positions in Q3 2019 and 57 closed out, a net change of -32 holders.
  • The largest Lincoln Electric buyer in Q3 2019 was JP Morgan Chase, an estimated $121M added.
  • The largest Lincoln Electric seller in Q3 2019 was Invesco, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2019.