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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
NAM
201
NorthCoast Asset Management
Connecticut
$465K +$454K +5,053 New
LIA
202
LS Investment Advisors
Michigan
$461K +$70.9K +788 +19%
FCI
203
Financial Counselors Inc
Kansas
$460K
QSS
204
Quantitative Systematic Strategies
Florida
$449K +$440K +4,889 New
SCM
205
Shelton Capital Management
Colorado
$448K +$110K +1,220 +34%
Citigroup
206
Citigroup
New York
$443K -$130K -1,447 -23%
ZDA
207
Zweig-DiMenna Associates
New York
$442K +$432K +4,800 New
GT
208
Glenmede Trust
Pennsylvania
$441K
WAM
209
World Asset Management
Michigan
$440K +$11.6K +129 +3%
IR
210
Invictus RG
Bermuda
$439K +$413K +4,589 +2,607%
Cerity Partners
211
Cerity Partners
New York
$436K -$957K -10,642 -67%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$435K +$1.26K +14 +0.3%
MC
213
Moors & Cabot
Massachusetts
$431K -$31.5K -350 -7%
RCM
214
Riverhead Capital Management
Delaware
$429K +$167K +1,862 +67%
ASN
215
Advisory Services Network
Georgia
$415K -$44.3K -493 -10%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$410K +$14.8K +165 +4%
N
217
Natixis
France
$401K +$136K +1,507 +53%
Squarepoint
218
Squarepoint
New York
$396K -$2.33M -25,940 -86%
BTS
219
BB&T Securities
Virginia
$382K +$29.2K +325 +8%
SB
220
Suntrust Banks
Georgia
$372K +$38.2K +425 +12%
FRM
221
Fox Run Management
Connecticut
$368K +$360K +4,000 New
NA
222
Neuburgh Advisers
California
$367K +$135K +1,496 +60%
EIM
223
Essex Investment Management
Massachusetts
$355K +$346K +3,850 New
Nomura Holdings
224
Nomura Holdings
Japan
$343K +$335K +3,726 New
BF
225
BOK Financial
Oklahoma
$339K -$2.88K -32 -0.9%

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.