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Lincoln Electric

333 hedge funds and large institutions have $4.25B invested in Lincoln Electric in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

10% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $2.21M

5% more funds holding

Funds holding: 316333 (+17)

4% more capital invested

Capital invested by funds: $4.07B → $4.25B (+$179M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.72% less ownership

Funds ownership: 70.83%70.1% (-0.72%)

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
128
Reduced
88
Closed
29
Calls
$2.43M
Puts
$2.21M
Net Calls
+$225K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$30.1M +$25.1M +271,407 +533%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$27.6M -$2.51M -27,100 -8%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$26.4M +$524K +5,668 +2%
Charles Schwab
29
Charles Schwab
California
$25.9M +$2.85M +30,826 +13%
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$22.4M
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$22.1M -$11.1M -119,929 -34%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$21.3M -$3.81M -41,147 -15%
VIA
33
Vident Investment Advisory
Georgia
$21.1M -$2.07M -22,387 -9%
GKIM
34
GW&K Investment Management
Massachusetts
$21M -$109K -1,179 -0.5%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$21M +$18.3M +197,625 +740%
Goldman Sachs
36
Goldman Sachs
New York
$20.9M +$2.22M +24,044 +12%
MAMU
37
Marathon Asset Management (UK)
United Kingdom
$20.8M -$436K -4,714 -2%
Legal & General Group
38
Legal & General Group
United Kingdom
$20.1M -$85K -919 -0.4%
Morgan Stanley
39
Morgan Stanley
New York
$19.5M +$10.5M +113,117 +118%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$19.2M +$19M +204,980 New
Ameriprise
41
Ameriprise
Minnesota
$19.1M +$592K +6,404 +3%
Deutsche Bank
42
Deutsche Bank
Germany
$16.8M +$595K +6,438 +4%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$16.4M +$6.29M +67,968 +63%
UBS Group
44
UBS Group
Switzerland
$15.7M +$680K +7,353 +5%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$14.7M +$835K +9,024 +6%
Two Sigma Investments
46
Two Sigma Investments
New York
$14.4M -$4M -43,287 -22%
Wells Fargo
47
Wells Fargo
California
$14.3M +$1.03M +11,108 +8%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$12.9M -$1.97M -21,350 -13%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$12.8M -$1.85K -20 -0%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$12.7M -$765K -8,274 -6%

LECO Hedge Fund Activity: Q3 2018 in Review

333 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2018, worth a combined $4.25B — up 4.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LECO positions and 29 closed out — a net gain of 20 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $34.1M. The largest seller was Baillie Gifford & Co, cutting an estimated $199M.

  • 333 institutional investors held Lincoln Electric (LECO) as of Q3 2018, up from 316 in Q2 2018.
  • Funds reported $4.25B of Lincoln Electric stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 49 funds opened new Lincoln Electric positions in Q3 2018 and 29 closed out, a net change of +20 holders.
  • The largest Lincoln Electric buyer in Q3 2018 was Citadel Advisors, an estimated $34.1M added.
  • The largest Lincoln Electric seller in Q3 2018 was Baillie Gifford & Co, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2018.