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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
GF
76
Gabelli Funds
New York
$6.46M – – –
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$5.95M -$727K -11,590 -11%
WF
78
Welch & Forbes
Massachusetts
$5.9M +$227K +3,617 +4%
TPSF
79
Texas Permanent School Fund
Texas
$5.8M -$374K -5,963 -6%
1IC
80
1919 Investment Counsel
Maryland
$5.73M -$243K -3,875 -4%
IGIM
81
I.G. Investment Management
Manitoba, Canada
$5.47M -$565K -9,000 -10%
Morgan Stanley
82
Morgan Stanley
New York
$5.26M +$3.19M +50,853 +181%
CS
83
Credit Suisse
Switzerland
$5.14M -$551K -8,788 -10%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$4.85M +$3.99M +63,631 +690%
PPA
85
Parametric Portfolio Associates
Washington
$4.81M -$119K -1,890 -3%
WBC
86
Westpac Banking Corp
Australia
$4.7M – – –
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$4.69M +$10.8K +172 +0.2%
SCCM
88
Schafer Cullen Capital Management
New York
$4.64M -$1.85M -29,510 -30%
MPM
89
Meritage Portfolio Management
Kansas
$4.59M +$133K +2,115 +3%
Macquarie Group
90
Macquarie Group
Australia
$4.56M +$6.27K +100 +0.1%
Swiss National Bank
91
Swiss National Bank
Switzerland
$4.52M -$207K -3,300 -5%
ASRS
92
Arizona State Retirement System
Arizona
$4.34M +$50.2K +800 +1%
MOACM
93
Mutual of America Capital Management
New York
$4.16M +$41.3K +659 +1%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$4.07M -$297K -4,730 -7%
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$4.04M +$402K +6,400 +12%
SIA
96
Sit Investment Associates
Minnesota
$3.94M – – –
BFO
97
Boston Family Office
Massachusetts
$3.83M -$8.16K -130 -0.2%
Jane Street
98
Jane Street
New York
$3.75M +$3.53M +56,312 New
TA
99
Teachers Advisors
New York
$3.72M +$47.6K +759 +1%
Federated Hermes
100
Federated Hermes
Pennsylvania
$3.66M +$42.9K +683 +1%
2 3
4
5 6

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.