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Lincoln Electric

286 hedge funds and large institutions have $3.65B invested in Lincoln Electric in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $3.67B → $3.65B (-$14M)

4% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.64M

6% less funds holding

Funds holding: 303286 (-17)

15% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 119

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
286
Holders Change
-17
Holders Change %
-5.61%
% of All Funds
8.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
101
Reduced
119
Closed
36
Calls
$1.58M
Puts
$1.64M
Net Calls
-$65K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gotham Asset Management
New York
$30.1M +$12.8M +178,347 +74%
BTW
27
Boston Trust Walden
Massachusetts
$27.3M +$521K +7,267 +2%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$26.7M -$14.8M -205,911 -36%
ClearBridge Investments
29
ClearBridge Investments
New York
$24.9M +$3.3K +46 +0%
ACM
30
Alta Capital Management
Utah
$24.4M +$898K +12,530 +4%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.3M +$6.62M +92,400 +38%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$22.7M +$1.2M +16,800 +6%
JP Morgan Chase
33
JP Morgan Chase
New York
$22.7M +$8.66M +120,793 +62%
LHC
34
Lodge Hill Capital
New York
$21.8M +$5.23M +72,900 +32%
Principal Financial Group
35
Principal Financial Group
Iowa
$21M +$1.23M +17,086 +6%
JHIU
36
Janus Henderson Investors US
Colorado
$20.7M +$3.92M +54,700 +23%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$20.3M +$2.37M +33,000 +13%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$19.7M +$70.4K +982 +0.4%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$17.9M
Ameriprise
40
Ameriprise
Minnesota
$17.6M -$304K -4,239 -2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$17.4M
Goldman Sachs
42
Goldman Sachs
New York
$16.9M +$3.44M +47,997 +26%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$16.9M -$538K -7,497 -3%
BIM
44
BlackRock Investment Management
Delaware
$16.2M -$327K -4,554 -2%
ICM
45
IronBridge Capital Management
Illinois
$13.9M +$71.1K +992 +0.5%
LKIM
46
Lawson Kroeker Investment Management
Nebraska
$13.6M +$30.5K +425 +0.2%
Renaissance Technologies
47
Renaissance Technologies
New York
$13.1M +$3.57M +49,850 +38%
EAM
48
Edge Asset Management
Washington
$12M +$257K +3,584 +2%
AIG
49
American International Group
New York
$11.9M -$89.4K -1,247 -0.7%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M -$21.5K -300 -0.2%

LECO Hedge Fund Activity: Q1 2014 in Review

286 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2014, worth a combined $3.65B — down 0.38% from $3.67B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LECO and 21 opened new positions — a net loss of 15 holders — while 119 trimmed existing stakes and 101 added.

The largest buyer was Neuberger Berman Group, adding an estimated $48.1M. The largest seller was KeyBank National Association, cutting an estimated $96.6M.

  • 286 institutional investors held Lincoln Electric (LECO) as of Q1 2014, down from 303 in Q4 2013.
  • Funds reported $3.65B of Lincoln Electric stock for Q1 2014, down 0.38% quarter-over-quarter.
  • 21 funds opened new Lincoln Electric positions in Q1 2014 and 36 closed out, a net change of -15 holders.
  • The largest Lincoln Electric buyer in Q1 2014 was Neuberger Berman Group, an estimated $48.1M added.
  • The largest Lincoln Electric seller in Q1 2014 was KeyBank National Association, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2014.