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Lincoln Electric

346 hedge funds and large institutions have $4.03B invested in Lincoln Electric in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

24% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.51M

13% more funds holding

Funds holding: 306346 (+40)

2.38% more ownership

Funds ownership: 64.54%66.92% (+2.4%)

3% more capital invested

Capital invested by funds: $3.9B → $4.03B (+$122M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
+40
Holders Change %
+13.07%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
127
Reduced
101
Closed
22
Calls
$1.87M
Puts
$1.51M
Net Calls
+$358K
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
151
Sit Investment Associates
Minnesota
$1.73M +$74.5K +815 +5%
FNBOO
152
First National Bank of Omaha
Nebraska
$1.72M
TAM
153
Trillium Asset Management
Massachusetts
$1.72M +$47.4K +518 +3%
MERSOM
154
Municipal Employees' Retirement System of Michigan
Michigan
$1.72M
CA
155
Clearstead Advisors
Ohio
$1.66M +$183 +2 +0%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$1.64M -$119K -1,300 -7%
QT
157
Quantbot Technologies
New York
$1.6M +$508K +5,557 +47%
CPIM
158
Columbia Partners Investment Management
Virginia
$1.54M +$351K +3,840 +30%
Cerity Partners
159
Cerity Partners
New York
$1.51M
First Trust Advisors
160
First Trust Advisors
Illinois
$1.48M -$9.27M -101,450 -86%
HVIA
161
Hudson Valley Investment Advisors
New York
$1.48M +$225K +2,459 +18%
LMGAM
162
Liberty Mutual Group Asset Management
Massachusetts
$1.44M -$379K -4,150 -21%
LSERS
163
Louisiana State Employees Retirement System
Louisiana
$1.43M -$82.3K -900 -5%
Capital Fund Management (CFM)
164
Capital Fund Management (CFM)
France
$1.43M +$631K +6,900 +79%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$1.4M +$1.4M +15,300 New
KI
166
Koch Industries
Kansas
$1.37M +$724K +7,919 +112%
BFS
167
Bradley Foster & Sargent
Connecticut
$1.37M +$740K +8,100 +118%
ZCM
168
Zebra Capital Management
Connecticut
$1.37M -$527K -5,768 -28%
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$1.34M +$334K +3,650 +33%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M +$347K +3,800 +38%
SRAM
171
Stone Ridge Asset Management
New York
$1.25M +$1.25M +13,677 New
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$1.24M +$90.8K +993 +8%
LCM
173
Landscape Capital Management
New Jersey
$1.23M +$1.23M +13,419 New
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M
CCM
175
Cadence Capital Management
Massachusetts
$1.22M -$19.3K -211 -2%

LECO Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2017, worth a combined $4.03B — up 3.1% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LECO positions and 22 closed out — a net gain of 41 holders — while 127 added to existing stakes and 101 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $79.2M. The largest seller was Prudential Financial, cutting an estimated $32.2M.

  • 346 institutional investors held Lincoln Electric (LECO) as of Q4 2017, up from 306 in Q3 2017.
  • Funds reported $4.03B of Lincoln Electric stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 63 funds opened new Lincoln Electric positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Lincoln Electric buyer in Q4 2017 was Citadel Advisors, an estimated $79.2M added.
  • The largest Lincoln Electric seller in Q4 2017 was Prudential Financial, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.