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Lincoln Electric
LECO

303 hedge funds and large institutions have $3.67B invested in Lincoln Electric in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 81 increasing their positions, 125 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

13% more funds holding

Funds holding: 267 → 303 (+36)

6% more capital invested

Capital invested by funds: $3.47B → $3.67B (+$194M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

35% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 125

44% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.48M

Holders
303
Holders Change
+36
Holders Change %
+13.48%
% of All Funds
8.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
57
Increased
81
Reduced
125
Closed
18
Calls
$1.4M
Puts
$2.48M
Net Calls
-$1.09M
Net Calls Change
+$1.3M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$49M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$22.4M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
CM
Castleark Management
Illinois
+$13.8M
5
BFA
BlackRock Fund Advisors
California
+$13.6M

Top Sellers

1
RA
Royce & Associates
New York
-$89.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.7M
3
KeyBank National Association
KeyBank National Association
Ohio
-$38.7M
4
American Century Companies
American Century Companies
Missouri
-$36.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$24.7M +$979K +13,943 +4%
ACM
27
Alta Capital Management
Utah
$23.2M +$170K +2,418 +0.7%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$21.3M -$1.39M -19,800 -6%
Morgan Stanley
29
Morgan Stanley
New York
$20.8M +$14.9M +212,177 +269%
Principal Financial Group
30
Principal Financial Group
Iowa
$19.6M +$950K +13,533 +5%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$19.4M -$436K -6,203 -2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$18.7M +$4.44M +63,208 +32%
Ameriprise
33
Ameriprise
Minnesota
$17.7M -$1.5M -21,315 -8%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$17.7M +$17.4M +248,200 New
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.5M +$3.81M +54,300 +28%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$17.3M -$183K -2,600 -1%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$17.3M – – –
GAM
38
Gotham Asset Management
New York
$17.1M +$7.49M +106,651 +80%
JHIU
39
Janus Henderson Investors US
Colorado
$16.6M +$12.6M +179,700 +337%
LHC
40
Lodge Hill Capital
New York
$16.4M +$16.2M +230,412 New
BIM
41
BlackRock Investment Management
Delaware
$16.3M -$265K -3,780 -2%
CM
42
Castleark Management
Illinois
$14.5M +$13.8M +196,643 +2,935%
American Century Companies
43
American Century Companies
Missouri
$14.5M -$36.1M -514,167 -72%
JP Morgan Chase
44
JP Morgan Chase
New York
$13.8M +$3.38M +48,132 +33%
ICM
45
IronBridge Capital Management
Illinois
$13.7M -$1.24M -17,611 -8%
LKIM
46
Lawson Kroeker Investment Management
Nebraska
$13.4M -$543K -7,725 -4%
Goldman Sachs
47
Goldman Sachs
New York
$13.3M +$4.48M +63,752 +52%
SCM
48
Sandler Capital Management
New York
$12M +$11.8M +167,900 New
AIG
49
American International Group
New York
$11.9M -$470K -6,698 -4%
EAM
50
Edge Asset Management
Washington
$11.7M -$6.07M -86,423 -35%
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LECO Hedge Fund Activity: Q4 2013 in Review

303 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2013, worth a combined $3.67B — up 5.6% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new LECO positions and 18 closed out — a net gain of 39 holders — while 81 added to existing stakes and 125 trimmed.

The largest buyer was Westfield Capital Management, adding an estimated $49M. The largest seller was Royce & Associates, cutting an estimated $89.8M.

  • 303 institutional investors held Lincoln Electric (LECO) as of Q4 2013, up from 267 in Q3 2013.
  • Funds reported $3.67B of Lincoln Electric stock for Q4 2013, up 5.6% quarter-over-quarter.
  • 57 funds opened new Lincoln Electric positions in Q4 2013 and 18 closed out, a net change of +39 holders.
  • The largest Lincoln Electric buyer in Q4 2013 was Westfield Capital Management, an estimated $49M added.
  • The largest Lincoln Electric seller in Q4 2013 was Royce & Associates, an estimated $89.8M sold.

Based on aggregated 13F filings for Q4 2013.