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Lincoln Electric
LECO

306 hedge funds and large institutions have $3.9B invested in Lincoln Electric in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 305 → 306 (+1)

0.57% less ownership

Funds ownership: 65.11% → 64.54% (-0.57%)

1% less capital invested

Capital invested by funds: $3.95B → $3.9B (-$45.6M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $4.63M

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
134
Reduced
84
Closed
30
Calls
$2.99M
Puts
$4.63M
Net Calls
-$1.64M
Net Calls Change
+$1.21M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$52.7M
2
JIM
Jupiter Investment Management
United Kingdom
+$25M
3
BlackRock
BlackRock
New York
+$20.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$13.9M
5
Millennium Management
Millennium Management
New York
+$13.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$193M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.7M
3
State Street
State Street
Massachusetts
-$14M
4
SAM
Scopus Asset Management
New York
-$12.1M
5
RA
Royce & Associates
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$3.99M +$111K +1,241 +3%
ZIM
102
Zacks Investment Management
Illinois
$3.93M +$2.68M +30,053 +235%
AIP
103
Ameritas Investment Partners
Nebraska
$3.71M – – –
Allianz Asset Management
104
Allianz Asset Management
Germany
$3.71M – – –
Nomura Holdings
105
Nomura Holdings
Japan
$3.68M +$3.25M +36,383 +976%
WI
106
Wafra Inc
New York
$3.59M +$3.5M +39,160 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3.35M +$1.04M +11,652 +47%
SC
108
Skylands Capital
Wisconsin
$3.29M +$4.46K +50 +0.1%
CPC
109
Cookson Peirce & Co
Pennsylvania
$3.28M -$5.89M -66,000 -65%
Canada Life
110
Canada Life
Manitoba, Canada
$3.27M -$62.4K -699 -2%
ASRS
111
Arizona State Retirement System
Arizona
$3.22M +$805K +9,016 +35%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$3.19M – – –
AG
113
Advisor Group
Arizona
$3.11M +$2.85M +31,921 +1,597%
Citadel Advisors
114
Citadel Advisors
Florida
$3.03M +$1.71M +19,168 +138%
GC
115
Gratus Capital
Georgia
$2.99M +$56.5K +633 +2%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$2.88M +$1.65M +18,476 +143%
WI
117
WBI Investments
New Jersey
$2.85M +$1.65M +18,446 +146%
MSA
118
Mason Street Advisors
Wisconsin
$2.82M +$47.9K +536 +2%
VRS
119
Virginia Retirement Systems
Virginia
$2.73M +$2.06M +23,100 +345%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$2.73M -$114K -1,276 -4%
Creative Planning
121
Creative Planning
Kansas
$2.72M +$1.09M +12,207 +70%
CG
122
Colony Group
Massachusetts
$2.67M -$54.9K -615 -2%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65M -$2.04M -22,793 -44%
Federated Hermes
124
Federated Hermes
Pennsylvania
$2.64M -$48.3K -541 -2%
GIA
125
GHP Investment Advisors
Colorado
$2.55M +$18.3K +205 +0.7%
3 4
5
6 7

LECO Hedge Fund Activity: Q3 2017 in Review

306 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2017, worth a combined $3.9B — down 1.2% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LECO positions and 30 closed out — a net gain of 3 holders — while 134 added to existing stakes and 84 trimmed.

The largest buyer was Prudential Financial, adding an estimated $52.7M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 306 institutional investors held Lincoln Electric (LECO) as of Q3 2017, up from 305 in Q2 2017.
  • Funds reported $3.9B of Lincoln Electric stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 33 funds opened new Lincoln Electric positions in Q3 2017 and 30 closed out, a net change of +3 holders.
  • The largest Lincoln Electric buyer in Q3 2017 was Prudential Financial, an estimated $52.7M added.
  • The largest Lincoln Electric seller in Q3 2017 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2017.