Lincoln Electric
LECO
257 hedge funds and large institutions have $2.58B invested in Lincoln Electric in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 33 closing their positions.
10% more capital invested
Capital invested by funds: $2.34B → $2.58B (+$240M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 262 → 257 (-5)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
21% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 106
41% less call options, than puts
Call options by funds: $1.8M | Put options by funds: $3.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$144M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$35.2M |
| 3 |
JP Morgan Chase
New York
|
+$5.54M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$5.37M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
-$28.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$27.3M |
| 3 |
Bank of New York Mellon
New York
|
-$23.8M |
| 4 |
RA
Royce & Associates
New York
|
-$17.6M |
| 5 |
Neuberger Berman Group
New York
|
-$16.4M |
LECO Hedge Fund Activity: Q1 2016 in Review
257 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2016, worth a combined $2.58B — up 10% from $2.34B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of LECO and 29 opened new positions — a net loss of 4 holders — while 106 trimmed existing stakes and 84 added.
The largest buyer was State Street, adding an estimated $144M. The largest seller was Gotham Asset Management, cutting an estimated $28.1M.
- 257 institutional investors held Lincoln Electric (LECO) as of Q1 2016, down from 262 in Q4 2015.
- Funds reported $2.58B of Lincoln Electric stock for Q1 2016, up 10% quarter-over-quarter.
- 29 funds opened new Lincoln Electric positions in Q1 2016 and 33 closed out, a net change of -4 holders.
- The largest Lincoln Electric buyer in Q1 2016 was State Street, an estimated $144M added.
- The largest Lincoln Electric seller in Q1 2016 was Gotham Asset Management, an estimated $28.1M sold.
Based on aggregated 13F filings for Q1 2016.