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Lincoln Electric

305 hedge funds and large institutions have $3.83B invested in Lincoln Electric in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 133 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $885K

2% more capital invested

Capital invested by funds: $3.74B → $3.83B (+$86.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.02% less ownership

Funds ownership: 72.37%71.35% (-1%)

9% less funds holding

Funds holding: 337305 (-32)

36% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 133

56% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 57

Holders
305
Holders Change
-32
Holders Change %
-9.5%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
85
Reduced
133
Closed
57
Calls
$3.2M
Puts
$885K
Net Calls
+$2.31M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$2.67M -$3.82M -45,430 -60%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$2.63M -$656K -7,796 -20%
CBFP
103
Cedar Brook Financial Partners
Ohio
$2.58M -$10.2K -121 -0.4%
Creative Planning
104
Creative Planning
Kansas
$2.53M -$84.2K -1,000 -3%
PTC
105
Private Trust Company
Ohio
$2.4M +$9.26K +110 +0.4%
GC
106
Gratus Capital
Georgia
$2.39M -$93.8K -1,115 -4%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$2.31M +$41.8K +497 +2%
FAM
108
Fred Alger Management
New York
$2.31M -$2.14M -25,376 -49%
GIA
109
GHP Investment Advisors
Colorado
$2.3M -$208K -2,471 -9%
AAM
110
Advisors Asset Management
Colorado
$2.18M +$97.6K +1,160 +5%
DAM
111
Diamant Asset Management
Connecticut
$2.17M
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$2.12M -$323K -3,835 -14%
TAM
113
Trillium Asset Management
Massachusetts
$1.95M +$2.27K +27 +0.1%
CRC
114
Curi RMB Capital
Illinois
$1.94M
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$1.93M -$249K -2,955 -12%
ACM
116
AlphaCrest Capital Management
New York
$1.93M +$1.54M +18,271 +466%
M&T Bank
117
M&T Bank
New York
$1.91M +$102K +1,212 +6%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$1.88M -$1.66M -19,669 -48%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$1.83M -$12.5K -149 -0.7%
Fiera Capital (Canada)
120
Fiera Capital (Canada)
Quebec, Canada
$1.75M -$4.21K -50 -0.2%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$1.73M -$88.3K -1,049 -5%
CCM
122
Covington Capital Management
California
$1.69M
AG
123
Aperio Group
California
$1.64M -$13.7K -163 -0.9%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.64M -$1.14M -13,550 -42%
Federated Hermes
125
Federated Hermes
Pennsylvania
$1.62M -$90.9K -1,080 -5%

LECO Hedge Fund Activity: Q3 2019 in Review

305 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2019, worth a combined $3.83B — up 2.3% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of LECO and 25 opened new positions — a net loss of 32 holders — while 133 trimmed existing stakes and 85 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Invesco, cutting an estimated $47M.

  • 305 institutional investors held Lincoln Electric (LECO) as of Q3 2019, down from 337 in Q2 2019.
  • Funds reported $3.83B of Lincoln Electric stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 25 funds opened new Lincoln Electric positions in Q3 2019 and 57 closed out, a net change of -32 holders.
  • The largest Lincoln Electric buyer in Q3 2019 was JP Morgan Chase, an estimated $121M added.
  • The largest Lincoln Electric seller in Q3 2019 was Invesco, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2019.