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Lincoln Electric
LECO

267 hedge funds and large institutions have $3.47B invested in Lincoln Electric in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $3.04B → $3.47B (+$432M)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 269 → 267 (-2)

18% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 109

47% less call options, than puts

Call options by funds: $2.66M | Put options by funds: $5.04M

Holders
267
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
25
Increased
89
Reduced
109
Closed
25
Calls
$2.66M
Puts
$5.04M
Net Calls
-$2.38M
Net Calls Change
-$1.96M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$114M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$36.5M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$24.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.2M

Top Sellers

1
RA
Royce & Associates
New York
-$116M
2
CM
Castleark Management
Illinois
-$49.2M
3
KeyBank National Association
KeyBank National Association
Ohio
-$18.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$17.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$10.2M +$34.6K +551 +0.4%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$10M -$154K -2,454 -2%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$9.95M +$289K +4,606 +3%
JP Morgan Chase
55
JP Morgan Chase
New York
$9.71M +$3.12M +49,779 +52%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$9.68M -$330K -5,264 -3%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$9.13M +$8.6M +137,000 New
TAM
58
Trillium Asset Management
Massachusetts
$8.93M +$1.79M +28,571 +27%
GAM
59
Gotham Asset Management
New York
$8.86M -$329K -5,239 -4%
Charles Schwab
60
Charles Schwab
California
$8.85M +$512K +8,153 +7%
AAMU
61
Amundi Asset Management US
Massachusetts
$8.36M -$118K -1,882 -1%
GKIM
62
GW&K Investment Management
Massachusetts
$8.35M -$3.03M -48,336 -28%
EAM
63
EULAV Asset Management
Florida
$8.33M – – –
FGA
64
Flood Gamble Associates
New York
$8.3M -$5.02K -80 -0.1%
Goldman Sachs
65
Goldman Sachs
New York
$8.2M +$1.65M +26,320 +27%
GI
66
GAMCO Investors
Connecticut
$7.66M – – –
Deutsche Bank
67
Deutsche Bank
Germany
$7.58M -$2.71M -43,196 -28%
BTS
68
BB&T Securities
Virginia
$7.48M +$6.78K +108 +1%
RR
69
Robotti Robert
$7.4M – – –
GT
70
Glenmede Trust
Pennsylvania
$7.21M -$619K -9,869 -8%
PP
71
Prudential plc
United Kingdom
$7.17M -$1.53M -24,400 -18%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$7.16M -$3.48M -55,410 -34%
Comerica Bank
73
Comerica Bank
Texas
$6.88M +$32.6K +520 +0.5%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$6.71M -$18.8K -300 -0.3%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$6.49M -$5.77K -92 -0.1%
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3
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LECO Hedge Fund Activity: Q3 2013 in Review

267 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2013, worth a combined $3.47B — up 14% from $3.04B a quarter earlier.

Fund positioning in LECO was balanced in Q3 2013: 25 funds opened new positions, 25 closed out, 89 added to existing stakes and 109 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $114M. The largest seller was Royce & Associates, cutting an estimated $116M.

  • 267 institutional investors held Lincoln Electric (LECO) as of Q3 2013, down from 269 in Q2 2013.
  • Funds reported $3.47B of Lincoln Electric stock for Q3 2013, up 14% quarter-over-quarter.
  • 25 funds opened new Lincoln Electric positions in Q3 2013 and 25 closed out, a net change of 0 holders.
  • The largest Lincoln Electric buyer in Q3 2013 was Baillie Gifford & Co, an estimated $114M added.
  • The largest Lincoln Electric seller in Q3 2013 was Royce & Associates, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2013.