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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
PCP
301
Proficio Capital Partners
Massachusetts
$20K +$6.03K +66 +44%
GWM
302
Geneos Wealth Management
Colorado
$18K
IWP
303
Icon Wealth Partners
Texas
$18K +$17.6K +193 New
MPPLM
304
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$17K +$16.6K +182 New
CCM
305
Cribstone Capital Management
Maine
$16K
GAM
306
Gemmer Asset Management
California
$16K
TFA
307
Toth Financial Advisory
Virginia
$16K +$15.5K +170 New
RPG
308
Risk Paradigm Group
Texas
$15.6K
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$15K +$7.5K +82 +105%
JWA
310
JFS Wealth Advisors
Pennsylvania
$14K +$91 +1 +0.7%
WCBA
311
Weaver C. Barksdale & Associates
Tennessee
$14K +$914 +10 +7%
AssetMark Inc
312
AssetMark Inc
California
$13K +$6.13K +67 +94%
OIA
313
OneDigital Investment Advisors
Kansas
$10K
ST
314
Smithfield Trust
Pennsylvania
$10K +$10.1K +110 New
ASN
315
Advisory Services Network
Georgia
$9K -$66.6K -728 -88%
LF
316
Lee Financial
Texas
$9K
BFEC
317
Benjamin F. Edwards & Company
Missouri
$9K +$9.14K +100 New
SIAS
318
Shine Investment Advisory Services
Colorado
$8K
STA
319
Summit Trail Advisors
New York
$7K +$6.58K +72 New
MAM
320
Meeder Asset Management
Ohio
$6K -$637K -6,972 -99%
DSC
321
Duncker Streett & Co
Missouri
$6K
WT
322
Whittier Trust
California
$6K
WEC
323
Winslow Evans & Crocker
Massachusetts
$5.5K
CPIG
324
Chicago Partners Investment Group
Illinois
$5K -$8.04K -88 -60%
QCG
325
Quadrant Capital Group
Ohio
$5K

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.