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Lincoln Electric

319 hedge funds and large institutions have $3.51B invested in Lincoln Electric in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 112 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

38% more call options, than puts

Call options by funds: $969K | Put options by funds: $701K

0.11% more ownership

Funds ownership: 70.1%70.22% (+0.11%)

0% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 112

4% less funds holding

Funds holding: 333319 (-14)

18% less capital invested

Capital invested by funds: $4.25B → $3.51B (-$745M)

25% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 51

Holders
319
Holders Change
-14
Holders Change %
-4.2%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
38
Increased
112
Reduced
112
Closed
51
Calls
$969K
Puts
$701K
Net Calls
+$268K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
51
ProShare Advisors
Maryland
$9.08M +$1.91M +23,052 +25%
GAM
52
Gotham Asset Management
New York
$8.71M +$8.22M +99,042 +864%
Swiss National Bank
53
Swiss National Bank
Switzerland
$8.63M +$74.7K +900 +0.8%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.55M +$44.7K +538 +0.5%
Macquarie Group
55
Macquarie Group
Australia
$8.53M +$264K +3,180 +3%
WF
56
Welch & Forbes
Massachusetts
$8.49M -$159K -1,914 -2%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$8.29M
GI
58
GAMCO Investors
Connecticut
$8.28M
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$8.02M +$226K +2,726 +3%
CS
60
Candriam SCA
Luxembourg
$7.47M +$3.83M +46,119 +95%
GF
61
Gabelli Funds
New York
$7.41M
RR
62
Robotti Robert
$7.39M -$176K -2,115 -2%
RJA
63
Raymond James & Associates
Florida
$7.26M +$58.5K +705 +0.8%
LKIM
64
Lawson Kroeker Investment Management
Nebraska
$6.84M +$44K +530 +0.6%
PPA
65
Parametric Portfolio Associates
Washington
$6.65M +$106K +1,283 +2%
CIC
66
Carnegie Investment Counsel
Ohio
$6.64M +$3.09M +37,266 +79%
EAM
67
EULAV Asset Management
Florida
$6.63M
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$6.38M -$61K -735 -0.9%
TA
69
Teachers Advisors
New York
$6.04M +$492K +5,933 +8%
CS
70
Credit Suisse
Switzerland
$5.81M -$1.92M -23,136 -24%
CA
71
Clearstead Advisors
Ohio
$5.78M -$35.2K -424 -0.6%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$5.65M -$672K -8,100 -10%
Two Sigma Investments
73
Two Sigma Investments
New York
$5.15M -$7.39M -88,999 -58%
First Trust Advisors
74
First Trust Advisors
Illinois
$5.02M +$3.73M +44,937 +240%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$4.92M +$103K +1,240 +2%

LECO Hedge Fund Activity: Q4 2018 in Review

319 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2018, worth a combined $3.51B — down 18% from $4.25B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of LECO and 38 opened new positions — a net loss of 13 holders — while 112 trimmed existing stakes and 112 added.

The largest buyer was State Street, adding an estimated $43.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $34.9M sold.

  • 319 institutional investors held Lincoln Electric (LECO) as of Q4 2018, down from 333 in Q3 2018.
  • Funds reported $3.51B of Lincoln Electric stock for Q4 2018, down 18% quarter-over-quarter.
  • 38 funds opened new Lincoln Electric positions in Q4 2018 and 51 closed out, a net change of -13 holders.
  • The largest Lincoln Electric buyer in Q4 2018 was State Street, an estimated $43.2M added.
  • The largest Lincoln Electric seller in Q4 2018 was Citadel Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2018.