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Lincoln Electric

321 hedge funds and large institutions have $4.3B invested in Lincoln Electric in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 117 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,332% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $19K

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

12% more capital invested

Capital invested by funds: $3.83B → $4.3B (+$470M)

5% more funds holding

Funds holding: 305321 (+16)

1.23% more ownership

Funds ownership: 71.35%72.58% (+1.2%)

15% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 117

Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
45
Increased
99
Reduced
117
Closed
22
Calls
$1.98M
Puts
$19K
Net Calls
+$1.96M
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$23.4M +$4.5M +49,445 +26%
Fayez Sarofim & Co
27
Fayez Sarofim & Co
Texas
$23.2M -$18.2K -200 -0.1%
UBS Group
28
UBS Group
Switzerland
$19.3M +$5.35M +58,831 +42%
Goldman Sachs
29
Goldman Sachs
New York
$18.8M -$750K -8,238 -4%
ProShare Advisors
30
ProShare Advisors
Maryland
$17.2M +$1.35M +14,786 +9%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$16.9M -$1.35M -14,796 -8%
PAMP
32
Polar Asset Management Partners
Ontario, Canada
$16.4M +$368K +4,045 +2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$16.2M +$162K +1,781 +1%
Retirement Systems of Alabama
34
Retirement Systems of Alabama
Alabama
$15.6M -$62.1K -682 -0.4%
TCM
35
TimesSquare Capital Management
New York
$15.5M -$5.59M -61,400 -28%
Wells Fargo
36
Wells Fargo
California
$14.4M -$488K -5,365 -3%
Ameriprise
37
Ameriprise
Minnesota
$14.2M -$3.26M -35,820 -20%
ADEF
38
Adams Diversified Equity Fund
Maryland
$14M +$13.2M +144,600 New
AQR Capital Management
39
AQR Capital Management
Connecticut
$13.9M +$831K +9,136 +7%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$13M -$1.72M -18,850 -12%
Legal & General Group
41
Legal & General Group
United Kingdom
$12.6M +$596K +6,548 +5%
N
42
Nuveen
North Carolina
$12.5M -$647K -7,107 -5%
Stifel Financial
43
Stifel Financial
Missouri
$12.4M -$265K -2,917 -2%
Macquarie Group
44
Macquarie Group
Australia
$11.7M +$834K +9,165 +8%
AIG
45
American International Group
New York
$11.5M -$46.9K -515 -0.4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$10.9M
PPA
47
Parametric Portfolio Associates
Washington
$10.8M +$202K +2,221 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$10.4M -$118K -1,300 -1%
GI
49
GAMCO Investors
Connecticut
$10.2M
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$10M +$558K +6,132 +6%

LECO Hedge Fund Activity: Q4 2019 in Review

321 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2019, worth a combined $4.3B — up 12% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new LECO positions and 22 closed out — a net gain of 23 holders — while 99 added to existing stakes and 117 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was Fisher Asset Management, cutting an estimated $20.2M.

  • 321 institutional investors held Lincoln Electric (LECO) as of Q4 2019, up from 305 in Q3 2019.
  • Funds reported $4.3B of Lincoln Electric stock for Q4 2019, up 12% quarter-over-quarter.
  • 45 funds opened new Lincoln Electric positions in Q4 2019 and 22 closed out, a net change of +23 holders.
  • The largest Lincoln Electric buyer in Q4 2019 was Wellington Management Group, an estimated $31.7M added.
  • The largest Lincoln Electric seller in Q4 2019 was Fisher Asset Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2019.