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Lincoln Electric

346 hedge funds and large institutions have $4.03B invested in Lincoln Electric in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

24% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.51M

13% more funds holding

Funds holding: 306346 (+40)

2.38% more ownership

Funds ownership: 64.54%66.92% (+2.4%)

3% more capital invested

Capital invested by funds: $3.9B → $4.03B (+$122M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
+40
Holders Change %
+13.07%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
127
Reduced
101
Closed
22
Calls
$1.87M
Puts
$1.51M
Net Calls
+$358K
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Saturna Capital
Washington
$33.1M
Prudential Financial
27
Prudential Financial
New Jersey
$31.1M -$32.2M -351,814 -51%
JIM
28
Jupiter Investment Management
United Kingdom
$27.6M -$43.2K -473 -0.2%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$24.5M +$1.43M +15,665 +6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$24.2M +$119K +1,300 +0.5%
AAMU
31
AEGON Asset Management (UK)
United Kingdom
$23.8M +$23.7M +259,580 New
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$22M -$1.46M -16,000 -6%
Millennium Management
33
Millennium Management
New York
$21.1M +$7.2M +78,793 +52%
Charles Schwab
34
Charles Schwab
California
$20.2M +$994K +10,870 +5%
MAMU
35
Marathon Asset Management (UK)
United Kingdom
$20.1M +$312K +3,413 +2%
GKIM
36
GW&K Investment Management
Massachusetts
$19.7M +$95K +1,039 +0.5%
Ameriprise
37
Ameriprise
Minnesota
$19.1M +$1.79M +19,614 +10%
VIA
38
Vident Investment Advisory
Georgia
$18.9M +$5.82M +63,667 +45%
Renaissance Technologies
39
Renaissance Technologies
New York
$18.7M +$265K +2,900 +1%
UBS Group
40
UBS Group
Switzerland
$18.3M +$5.1M +55,790 +39%
Two Sigma Investments
41
Two Sigma Investments
New York
$17.4M +$9M +98,412 +108%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$15.9M +$10.3M +112,864 +187%
TCIM
43
TIAA CREF Investment Management
New York
$15.4M -$2.97M -32,478 -16%
Deutsche Bank
44
Deutsche Bank
Germany
$15.3M -$1.75M -19,089 -10%
Goldman Sachs
45
Goldman Sachs
New York
$15.3M -$16.5M -180,715 -52%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$13.7M -$337K -3,684 -2%
LHC
47
Lodge Hill Capital
New York
$13.7M -$14.2M -155,170 -51%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$13.5M +$1.86M +20,333 +16%
PP
49
PDT Partners
New York
$11.8M -$4.11M -44,996 -26%
AIG
50
American International Group
New York
$11.7M +$114K +1,248 +1%

LECO Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2017, worth a combined $4.03B — up 3.1% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LECO positions and 22 closed out — a net gain of 41 holders — while 127 added to existing stakes and 101 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $79.2M. The largest seller was Prudential Financial, cutting an estimated $32.2M.

  • 346 institutional investors held Lincoln Electric (LECO) as of Q4 2017, up from 306 in Q3 2017.
  • Funds reported $4.03B of Lincoln Electric stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 63 funds opened new Lincoln Electric positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Lincoln Electric buyer in Q4 2017 was Citadel Advisors, an estimated $79.2M added.
  • The largest Lincoln Electric seller in Q4 2017 was Prudential Financial, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.