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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
N
126
Nuveen
North Carolina
$2.33M
STC
127
SEI Trust Company
Pennsylvania
$2.29M +$234K +3,267 +11%
MAM
128
Martingale Asset Management
Massachusetts
$2.29M +$2.28M +31,735 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$2.28M -$130K -1,807 -5%
EVM
130
Eaton Vance Management
Massachusetts
$2.28M -$1.07M -14,927 -32%
Mackenzie Financial
131
Mackenzie Financial
Ontario, Canada
$2.16M +$2.15M +30,000 New
Millennium Management
132
Millennium Management
New York
$2.08M -$8.52M -118,899 -80%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$2.02M +$25.4K +354 +1%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$1.99M -$233K -3,255 -11%
PTC
135
Private Trust Company
Ohio
$1.91M -$287 -4 -0%
SC
136
Skylands Capital
Wisconsin
$1.91M -$3.58K -50 -0.2%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M -$433K -6,037 -19%
LMGAM
138
Liberty Mutual Group Asset Management
Massachusetts
$1.85M +$573K +7,997 +45%
AIP
139
Ameritas Investment Partners
Nebraska
$1.84M -$35.5K -495 -2%
AG
140
Algert Global
California
$1.77M +$1.76M +24,600 New
SBH
141
Segall Bryant & Hamill
Illinois
$1.76M +$5.74K +80 +0.3%
ARC
142
Absolute Return Capital
Massachusetts
$1.75M +$1.75M +24,351 New
SCM
143
Stellar Capital Management
Arizona
$1.74M -$15.4K -215 -0.9%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$1.73M -$3.08M -43,000 -64%
Capital Fund Management (CFM)
145
Capital Fund Management (CFM)
France
$1.71M +$1.24M +17,300 +269%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$1.7M -$717 -10 -0%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$1.68M +$7.17K +100 +0.4%
CCM
148
Covington Capital Management
California
$1.65M
MERSOM
149
Municipal Employees' Retirement System of Michigan
Michigan
$1.63M +$7.17K +100 +0.4%
SAM
150
Symphony Asset Management
California
$1.63M +$145K +2,028 +10%

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.