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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
Lord, Abbett & Co
101
Lord, Abbett & Co
New Jersey
$3.45M -$753K -10,500 -18%
UBS AM
102
UBS AM
Illinois
$3.23M +$452K +6,300 +16%
Axa
103
Axa
France
$3.23M -$1.33M -18,600 -29%
ADMI
104
Albert D. Mason Inc
Massachusetts
$3.17M
GAM
105
Garrison Asset Management
Arkansas
$3.13M -$305K -4,253 -9%
SAS
106
Spectrum Advisory Services
Georgia
$3.13M -$28.7K -400 -0.9%
DCM
107
Dupont Capital Management
Delaware
$3.12M -$165K -2,296 -5%
CPC
108
Cookson Peirce & Co
Pennsylvania
$3.09M -$191K -2,666 -6%
CEP
109
Chicago Equity Partners
Illinois
$3.08M +$119K +1,660 +4%
MSA
110
Mason Street Advisors
Wisconsin
$3.01M -$26.5K -370 -0.9%
TCM
111
Tributary Capital Management
Nebraska
$3.01M +$566K +7,900 +23%
US Bancorp
112
US Bancorp
Minnesota
$2.96M -$334K -4,654 -10%
DADC
113
D.A. Davidson & Co
Montana
$2.93M +$41K +572 +1%
MAA
114
Managed Account Advisors
New Jersey
$2.86M -$229K -3,197 -7%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$2.77M -$3.81M -53,180 -58%
SOMRS
116
State of Michigan Retirement System
Michigan
$2.74M -$7.17K -100 -0.3%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.68M -$236K -3,295 -8%
CRCP
118
Copper Rock Capital Partners
Massachusetts
$2.64M +$16.8K +234 +0.6%
CIC
119
Carnegie Investment Counsel
Ohio
$2.63M +$95K +1,325 +4%
IMS
120
Index Management Solutions
Pennsylvania
$2.51M +$1.57M +21,892 +169%
Bank of America
121
Bank of America
North Carolina
$2.48M +$440K +6,140 +22%
CG
122
Colony Group
Massachusetts
$2.47M -$37.6K -525 -2%
WMSA
123
Weiss Multi-Strategy Advisers
New York
$2.45M +$362K +5,050 +17%
Two Sigma Investments
124
Two Sigma Investments
New York
$2.36M -$6.06M -84,556 -72%
WCM
125
Winton Capital Management
United Kingdom
$2.34M +$357K +4,977 +18%

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.