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Lincoln Electric
LECO

306 hedge funds and large institutions have $3.9B invested in Lincoln Electric in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 305 → 306 (+1)

0.57% less ownership

Funds ownership: 65.11% → 64.54% (-0.57%)

1% less capital invested

Capital invested by funds: $3.95B → $3.9B (-$45.6M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $4.63M

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
134
Reduced
84
Closed
30
Calls
$2.99M
Puts
$4.63M
Net Calls
-$1.64M
Net Calls Change
+$1.21M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$52.7M
2
JIM
Jupiter Investment Management
United Kingdom
+$25M
3
BlackRock
BlackRock
New York
+$20.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$13.9M
5
Millennium Management
Millennium Management
New York
+$13.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$193M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.7M
3
State Street
State Street
Massachusetts
-$14M
4
SAM
Scopus Asset Management
New York
-$12.1M
5
RA
Royce & Associates
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
O
26
OppenheimerFunds
New York
$28.8M +$1.86M +20,841 +7%
LHC
27
Lodge Hill Capital
New York
$28M -$6.68M -74,830 -20%
JIM
28
Jupiter Investment Management
United Kingdom
$27.6M +$25M +279,596 +1,285%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$24.1M +$455K +5,100 +2%
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$23.4M – – –
CAM
31
CGOV Asset Management
Ontario, Canada
$23.4M +$1.02M +11,446 +6%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$23.1M +$5.85M +65,517 +35%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$22.5M +$13.9M +155,200 +171%
Wells Fargo
34
Wells Fargo
California
$20.6M +$9.47M +106,110 +89%
MAMU
35
Marathon Asset Management (UK)
United Kingdom
$19.8M -$356K -3,986 -2%
GKIM
36
GW&K Investment Management
Massachusetts
$19.6M +$72.8K +815 +0.4%
Charles Schwab
37
Charles Schwab
California
$19.3M +$606K +6,783 +3%
Renaissance Technologies
38
Renaissance Technologies
New York
$18.4M +$116K +1,300 +0.7%
TCIM
39
TIAA CREF Investment Management
New York
$18.4M +$5.09M +57,007 +40%
Ameriprise
40
Ameriprise
Minnesota
$17.3M +$353K +3,948 +2%
Deutsche Bank
41
Deutsche Bank
Germany
$17M -$1.25M -14,020 -7%
PP
42
PDT Partners
New York
$15.9M +$3.65M +40,933 +31%
Morgan Stanley
43
Morgan Stanley
New York
$14.1M +$3.77M +42,241 +38%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$14.1M -$1.02M -11,391 -7%
Millennium Management
45
Millennium Management
New York
$13.9M +$13.5M +151,488 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$13.5M +$1.02M +11,426 +8%
UBS Group
47
UBS Group
Switzerland
$13.2M +$4.4M +49,293 +52%
VIA
48
Vident Investment Advisory
Georgia
$13.1M +$5.06M +56,672 +66%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.7M +$1.4M +15,650 +13%
NFA
50
Nationwide Fund Advisors
Ohio
$12.2M +$148K +1,662 +1%
1
2
3 4 5

LECO Hedge Fund Activity: Q3 2017 in Review

306 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2017, worth a combined $3.9B — down 1.2% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LECO positions and 30 closed out — a net gain of 3 holders — while 134 added to existing stakes and 84 trimmed.

The largest buyer was Prudential Financial, adding an estimated $52.7M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 306 institutional investors held Lincoln Electric (LECO) as of Q3 2017, up from 305 in Q2 2017.
  • Funds reported $3.9B of Lincoln Electric stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 33 funds opened new Lincoln Electric positions in Q3 2017 and 30 closed out, a net change of +3 holders.
  • The largest Lincoln Electric buyer in Q3 2017 was Prudential Financial, an estimated $52.7M added.
  • The largest Lincoln Electric seller in Q3 2017 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2017.