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Lincoln Electric

305 hedge funds and large institutions have $3.95B invested in Lincoln Electric in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

11% more funds holding

Funds holding: 275305 (+30)

5% more capital invested

Capital invested by funds: $3.75B → $3.95B (+$200M)

0.24% less ownership

Funds ownership: 65.35%65.11% (-0.24%)

50% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $5.69M

Holders
305
Holders Change
+30
Holders Change %
+10.91%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
54
Increased
114
Reduced
97
Closed
20
Calls
$2.85M
Puts
$5.69M
Net Calls
-$2.84M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
HMS
176
Hanseatic Management Services
New Mexico
$759K +$741K +8,237 New
YIA
177
YHB Investment Advisors
Connecticut
$734K -$4.77K -53 -0.7%
SAM
178
Securian Asset Management
Minnesota
$719K -$8.99K -100 -1%
MDCM
179
Morgan Dempsey Capital Management
Wisconsin
$718K -$29.8K -331 -4%
HCMT
180
Highland Capital Management (Tennessee)
Tennessee
$717K +$700K +7,781 New
SEI Investments
181
SEI Investments
Pennsylvania
$683K +$23.6K +262 +4%
B
182
Barings
North Carolina
$663K -$2.43M -27,000 -79%
OAM
183
Oppenheimer Asset Management
New York
$651K +$7.01K +78 +1%
Two Sigma Investments
184
Two Sigma Investments
New York
$645K +$630K +7,002 New
BFS
185
Bradley Foster & Sargent
Connecticut
$634K -$11.7K -130 -2%
SCP
186
Seizert Capital Partners
Michigan
$633K
VRS
187
Virginia Retirement Systems
Virginia
$617K +$603K +6,700 New
BUB
188
BBVA USA Bancshares
Texas
$603K +$3.06K +34 +0.5%
PA
189
Profund Advisors
Maryland
$598K -$190K -2,116 -25%
CAM
190
Capstone Asset Management
Texas
$568K -$16.2K -180 -3%
FCM
191
Flinton Capital Management
Pennsylvania
$567K +$208K +2,312 +60%
PCM
192
Piermont Capital Management
Missouri
$557K +$544K +6,050 New
Two Sigma Advisers
193
Two Sigma Advisers
New York
$555K +$234K +2,600 +76%
JG
194
Jefferies Group
New York
$551K -$199K -2,210 -27%
ADMI
195
Albert D. Mason Inc
Massachusetts
$538K -$392K -4,360 -43%
GS
196
GAM Systematic
United Kingdom
$537K +$408K +4,537 +350%
Brown Advisory
197
Brown Advisory
Maryland
$529K +$1.71K +19 +0.3%
Jacobs Levy Equity Management
198
Jacobs Levy Equity Management
New Jersey
$511K +$499K +5,550 New
MAM
199
Meeder Asset Management
Ohio
$501K +$464K +5,161 +1,863%
TAM
200
Tyers Asset Management
Texas
$467K +$171K +1,904 +60%

LECO Hedge Fund Activity: Q2 2017 in Review

305 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2017, worth a combined $3.95B — up 5.3% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new LECO positions and 20 closed out — a net gain of 34 holders — while 114 added to existing stakes and 97 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $86.9M. The largest seller was Baillie Gifford & Co, cutting an estimated $53.3M.

  • 305 institutional investors held Lincoln Electric (LECO) as of Q2 2017, up from 275 in Q1 2017.
  • Funds reported $3.95B of Lincoln Electric stock for Q2 2017, up 5.3% quarter-over-quarter.
  • 54 funds opened new Lincoln Electric positions in Q2 2017 and 20 closed out, a net change of +34 holders.
  • The largest Lincoln Electric buyer in Q2 2017 was Janus Henderson Group, an estimated $86.9M added.
  • The largest Lincoln Electric seller in Q2 2017 was Baillie Gifford & Co, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2017.