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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
ADMI
201
Albert D. Mason Inc
Massachusetts
$809K +$276K +3,020 +52%
Jane Street
202
Jane Street
New York
$783K +$178K +1,950 +30%
FCM
203
Flinton Capital Management
Pennsylvania
$782K +$140K +1,530 +22%
PSUF
204
People's United Financial
Connecticut
$782K +$780K +8,536 New
SBH
205
Segall Bryant & Hamill
Illinois
$755K +$103K +1,125 +16%
NMIMC
206
Northwestern Mutual Investment Management Company
Wisconsin
$741K -$823 -9 -0.1%
O
207
OppenheimerFunds
New York
$714K -$28M -306,191 -98%
PA
208
Profund Advisors
Maryland
$705K +$62.3K +682 +10%
SAM
209
Securian Asset Management
Minnesota
$697K -$17.7K -194 -2%
OAM
210
Oppenheimer Asset Management
New York
$663K
YIA
211
YHB Investment Advisors
Connecticut
$661K -$27.4K -300 -4%
CGH
212
Crossmark Global Holdings
Texas
$648K +$31.5K +345 +5%
TAM
213
Tyers Asset Management
Texas
$644K +$115K +1,260 +22%
BUB
214
BBVA USA Bancshares
Texas
$642K +$39.5K +432 +7%
OI
215
Oakbrook Investments
Illinois
$617K +$49.4K +540 +9%
SAM
216
Shell Asset Management
Netherlands
$607K
RCM
217
Riverhead Capital Management
Delaware
$582K +$101K +1,100 +21%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$567K +$566K +6,192 New
BIM
219
Bridges Investment Management
Nebraska
$563K +$562K +6,150 New
SSA
220
Schonfeld Strategic Advisors
New York
$536K -$507K -5,551 -49%
Brown Advisory
221
Brown Advisory
Maryland
$536K +$13.7K +150 +3%
ARTA
222
A.R.T. Advisors
New York
$507K +$506K +5,537 New
NA
223
Neuburgh Advisers
California
$506K +$90.5K +990 +22%
AA
224
ALPS Advisors
Colorado
$482K
XK
225
Xact Kapitalforvaltning
Sweden
$478K +$477K +5,216 New

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.