Lincoln Electric
LECO
330 hedge funds and large institutions have $5.18B invested in Lincoln Electric in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 34 closing their positions.
156% more call options, than puts
Call options by funds: $9.47M | Put options by funds: $3.71M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
26% more capital invested
Capital invested by funds: $4.1B → $5.18B (+$1.07B)
4% more funds holding
Funds holding: 317 → 330 (+13)
0.16% less ownership
Funds ownership: 75.17% → 75.01% (-0.16%)
18% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$79.7M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$79.1M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$23.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$58M |
| 2 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$27.8M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$17.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Asset Management One
Tokyo,
Japan
| – | -$98K | -1,065 | Closed |
|
|
PVH
352
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$92K | -1,002 | Closed |
|
|
HMS
353
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$85K | -920 | Closed |
|
|
AA
354
Advisory Alpha
Holland,
Michigan
| – | -$29K | -300 | Closed |
|
|
AAMU
355
Amundi Asset Management US
Boston,
Massachusetts
| – | -$19K | -211 | Closed |
|
|
CIA
356
CSat Investment Advisory
Detroit,
Michigan
| – | -$19K | -210 | Closed |
|
|
PCM
357
Prelude Capital Management
New York
| – | -$19K | -209 | Closed |
|
|
CA
358
Crewe Advisors
Salt Lake City,
Utah
| – | -$3K | -32 | Closed |
|
|
FFA
359
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$2K | -30 | Closed |
|
|
NNP
360
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$3K | -30 | Closed |
|
|
APA
361
American Portfolios Advisors
Holbrook,
New York
| – | -$2.3K | -25 | Closed |
|
|
PFWA
362
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -23 | Closed |
|
|
PWMG
363
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$329 | +3 | New |
|
LECO Hedge Fund Activity: Q4 2020 in Review
330 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2020, worth a combined $5.18B — up 26% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new LECO positions and 34 closed out — a net gain of 16 holders — while 98 added to existing stakes and 120 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $79.7M. The largest seller was American Century Companies, cutting an estimated $58M.
- 330 institutional investors held Lincoln Electric (LECO) as of Q4 2020, up from 317 in Q3 2020.
- Funds reported $5.18B of Lincoln Electric stock for Q4 2020, up 26% quarter-over-quarter.
- 50 funds opened new Lincoln Electric positions in Q4 2020 and 34 closed out, a net change of +16 holders.
- The largest Lincoln Electric buyer in Q4 2020 was Victory Capital Management, an estimated $79.7M added.
- The largest Lincoln Electric seller in Q4 2020 was American Century Companies, an estimated $58M sold.
Based on aggregated 13F filings for Q4 2020.