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Lincoln Electric

286 hedge funds and large institutions have $3.65B invested in Lincoln Electric in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $3.67B → $3.65B (-$14M)

4% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.64M

6% less funds holding

Funds holding: 303286 (-17)

15% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 119

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
286
Holders Change
-17
Holders Change %
-5.61%
% of All Funds
8.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
101
Reduced
119
Closed
36
Calls
$1.58M
Puts
$1.64M
Net Calls
-$65K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$10.9M +$57.4K +800 +0.5%
TAM
52
Trillium Asset Management
Massachusetts
$10.8M +$579K +8,079 +6%
AQR Capital Management
53
AQR Capital Management
Connecticut
$10.6M +$1.77M +24,686 +20%
Charles Schwab
54
Charles Schwab
California
$10.6M +$599K +8,352 +6%
RCAMU
55
Rothschild & Co Asset Management US
Connecticut
$10.4M -$484K -6,752 -4%
NFA
56
Nationwide Fund Advisors
Ohio
$10M -$402K -5,607 -4%
GKIM
57
GW&K Investment Management
Massachusetts
$9.82M +$310K +4,324 +3%
EAM
58
EULAV Asset Management
Florida
$9.79M +$789K +11,000 +9%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$9.7M -$234K -3,264 -2%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$9.6M -$820K -11,431 -8%
Morgan Stanley
61
Morgan Stanley
New York
$9.02M -$11.9M -165,824 -57%
GC
62
Guggenheim Capital
Illinois
$8.4M +$236K +3,293 +3%
AAMU
63
Amundi Asset Management US
Massachusetts
$8.4M -$230K -3,208 -3%
FGA
64
Flood Gamble Associates
New York
$8.35M +$385K +5,370 +4%
GI
65
GAMCO Investors
Connecticut
$8.21M -$71.7K -1,000 -0.9%
BTS
66
BB&T Securities
Virginia
$7.98M -$46K -642 -5%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$7.53M +$2.71M +37,824 +57%
GT
68
Glenmede Trust
Pennsylvania
$7.49M +$1.09M +15,160 +17%
RR
69
Robotti Robert
$7.23M +$1.43K +20 +0%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$7.22M -$42.5K -593 -0.6%
Deutsche Bank
71
Deutsche Bank
Germany
$7.11M -$3.97M -55,365 -36%
GF
72
Gabelli Funds
New York
$6.99M
WF
73
Welch & Forbes
Massachusetts
$6.72M -$33.6K -468 -0.5%
Comerica Bank
74
Comerica Bank
Texas
$6.66M -$223K -3,114 -3%
FQ
75
First Quadrant
California
$6.47M +$244K +3,400 +4%

LECO Hedge Fund Activity: Q1 2014 in Review

286 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2014, worth a combined $3.65B — down 0.38% from $3.67B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LECO and 21 opened new positions — a net loss of 15 holders — while 119 trimmed existing stakes and 101 added.

The largest buyer was Neuberger Berman Group, adding an estimated $48.1M. The largest seller was KeyBank National Association, cutting an estimated $96.6M.

  • 286 institutional investors held Lincoln Electric (LECO) as of Q1 2014, down from 303 in Q4 2013.
  • Funds reported $3.65B of Lincoln Electric stock for Q1 2014, down 0.38% quarter-over-quarter.
  • 21 funds opened new Lincoln Electric positions in Q1 2014 and 36 closed out, a net change of -15 holders.
  • The largest Lincoln Electric buyer in Q1 2014 was Neuberger Berman Group, an estimated $48.1M added.
  • The largest Lincoln Electric seller in Q1 2014 was KeyBank National Association, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2014.