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Lincoln Electric

317 hedge funds and large institutions have $4.1B invested in Lincoln Electric in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $3.79B → $4.1B (+$316M)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0% more funds holding

Funds holding: 317317 (0)

0.5% less ownership

Funds ownership: 75.67%75.17% (-0.5%)

23% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 120

39% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $5.74M

Holders
317
Holders Change
Holders Change %
0%
% of All Funds
6.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
41
Increased
92
Reduced
120
Closed
38
Calls
$3.52M
Puts
$5.74M
Net Calls
-$2.23M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$27.9M +$27.1M +294,460 +3,390%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$27.9M -$169K -1,828 -0.6%
MAMU
28
Marathon Asset Management (UK)
United Kingdom
$27.8M -$3.4M -36,845 -11%
Charles Schwab
29
Charles Schwab
California
$27.3M -$1.43M -15,509 -5%
Man Group
30
Man Group
United Kingdom
$24M +$12.4M +134,807 +107%
Goldman Sachs
31
Goldman Sachs
New York
$22.4M -$1.13M -12,283 -5%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$21.1M -$738K -8,000 -3%
SAM
33
Scopus Asset Management
New York
$17.1M +$9.71M +105,320 +132%
Legal & General Group
34
Legal & General Group
United Kingdom
$15.5M +$384K +4,161 +3%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$15M -$526K -5,708 -3%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$14.7M +$224K +2,425 +2%
ProShare Advisors
37
ProShare Advisors
Maryland
$14.4M -$795K -8,619 -5%
UBS Group
38
UBS Group
Switzerland
$14M +$2.15M +23,301 +18%
CIC
39
Carnegie Investment Counsel
Ohio
$14M +$7.88M +85,436 +129%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$12.3M +$322K +3,498 +3%
Ameriprise
41
Ameriprise
Minnesota
$11.8M +$160K +1,733 +1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$11.8M
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$10.8M +$645K +7,000 +6%
N
44
Nuveen
North Carolina
$10.6M -$1.06M -11,473 -9%
Macquarie Group
45
Macquarie Group
Australia
$10.5M +$172K +1,865 +2%
Jennison Associates
46
Jennison Associates
New York
$10.4M +$10.4M +112,857 New
UBS AM
47
UBS AM
Illinois
$10.4M +$1.44M +15,635 +16%
ADEF
48
Adams Diversified Equity Fund
Maryland
$10.3M
AIG
49
American International Group
New York
$10M -$200K -2,170 -2%
GI
50
GAMCO Investors
Connecticut
$9.66M

LECO Hedge Fund Activity: Q3 2020 in Review

317 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2020, worth a combined $4.1B — up 8.3% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LECO positions and 38 closed out — a net gain of 3 holders — while 92 added to existing stakes and 120 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $55.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $52.1M.

  • 317 institutional investors held Lincoln Electric (LECO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $4.1B of Lincoln Electric stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 41 funds opened new Lincoln Electric positions in Q3 2020 and 38 closed out, a net change of +3 holders.
  • The largest Lincoln Electric buyer in Q3 2020 was First Trust Advisors, an estimated $55.2M added.
  • The largest Lincoln Electric seller in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $52.1M sold.

Based on aggregated 13F filings for Q3 2020.