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Lincoln Electric

337 hedge funds and large institutions have $3.74B invested in Lincoln Electric in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 132 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $1.75M

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 336337 (+1)

0.4% less ownership

Funds ownership: 72.77%72.37% (-0.4%)

3% less capital invested

Capital invested by funds: $3.85B → $3.74B (-$113M)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 132

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
108
Reduced
132
Closed
36
Calls
$11.2M
Puts
$1.75M
Net Calls
+$9.41M
Net Calls Change
+$8.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Condor Capital Management
New Jersey
$1.33M +$1.34M +16,160 New
Cerity Partners
152
Cerity Partners
New York
$1.32M -$144K -1,737 -10%
EWM
153
Executive Wealth Management
Michigan
$1.19M +$187K +2,252 +18%
AB
154
Amalgamated Bank
New York
$1.14M -$81.2K -977 -7%
AAM
155
Azzad Asset Management
Virginia
$1.12M +$171K +2,056 +18%
SIA
156
Sit Investment Associates
Minnesota
$1.12M +$37.4K +450 +3%
CA
157
Cetera Advisors
Colorado
$1.11M +$1.25K +15 +0.1%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$1.07M -$201K -2,423 -16%
BC
159
Brinker Capital
Pennsylvania
$1.03M +$30.6K +368 +3%
FCM
160
Flinton Capital Management
Pennsylvania
$1M +$150K +1,802 +17%
SRAM
161
Stone Ridge Asset Management
New York
$977K -$333K -4,000 -25%
Squarepoint
162
Squarepoint
New York
$967K +$976K +11,741 New
MERSOM
163
Municipal Employees' Retirement System of Michigan
Michigan
$962K +$9.98K +120 +1%
SFA
164
Sequoia Financial Advisors
Ohio
$949K
URS
165
Utah Retirement Systems
Utah
$943K -$19K -229 -2%
DTL
166
Dynamic Technology Lab
Singapore
$937K +$946K +11,381 New
BIM
167
Bridges Investment Management
Nebraska
$923K
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$911K -$6.24K -75 -0.7%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$897K -$191K -2,300 -17%
Citadel Advisors
170
Citadel Advisors
Florida
$883K -$1.74M -20,947 -66%
PIA
171
Piedmont Investment Advisors
North Carolina
$847K +$343K +4,120 +67%
XK
172
Xact Kapitalforvaltning
Sweden
$841K
TAM
173
Tyers Asset Management
Texas
$827K +$123K +1,484 +17%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$826K +$59K +710 +8%
BGIM
175
Brandywine Global Investment Management
Pennsylvania
$824K +$832K +10,003 New

LECO Hedge Fund Activity: Q2 2019 in Review

337 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2019, worth a combined $3.74B — down 2.9% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LECO positions and 36 closed out — a net gain of 4 holders — while 108 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.4M. The largest seller was AllianceBernstein, cutting an estimated $62M.

  • 337 institutional investors held Lincoln Electric (LECO) as of Q2 2019, up from 336 in Q1 2019.
  • Funds reported $3.74B of Lincoln Electric stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 40 funds opened new Lincoln Electric positions in Q2 2019 and 36 closed out, a net change of +4 holders.
  • The largest Lincoln Electric buyer in Q2 2019 was JP Morgan Chase, an estimated $22.4M added.
  • The largest Lincoln Electric seller in Q2 2019 was AllianceBernstein, an estimated $62M sold.

Based on aggregated 13F filings for Q2 2019.