We are live on ! Find out more
LECO icon

Lincoln Electric

333 hedge funds and large institutions have $4.25B invested in Lincoln Electric in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

10% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $2.21M

5% more funds holding

Funds holding: 316333 (+17)

4% more capital invested

Capital invested by funds: $4.07B → $4.25B (+$179M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.72% less ownership

Funds ownership: 70.83%70.1% (-0.72%)

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
128
Reduced
88
Closed
29
Calls
$2.43M
Puts
$2.21M
Net Calls
+$225K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
201
BBVA USA Bancshares
Texas
$636K +$6.94K +75 +1%
NA
202
Neuburgh Advisers
California
$629K +$112K +1,210 +22%
PA
203
Profund Advisors
Maryland
$628K -$55.1K -596 -8%
CM
204
Castleark Management
Illinois
$626K
BFS
205
Bradley Foster & Sargent
Connecticut
$618K +$2.31K +25 +0.4%
Citigroup
206
Citigroup
New York
$603K -$1.03M -11,147 -63%
BDS
207
Banco de Sabadell
Florida
$599K +$591K +6,391 New
Brown Advisory
208
Brown Advisory
Maryland
$591K +$925 +10 +0.2%
SAM
209
Shell Asset Management
Netherlands
$589K
ZCM
210
Zebra Capital Management
Connecticut
$544K -$407K -4,402 -43%
LPL Financial
211
LPL Financial
California
$513K +$8.14K +88 +2%
CBOA
212
Commonwealth Bank of Australia
Australia
$504K +$499K +5,400 New
CSS
213
Cubist Systematic Strategies
Connecticut
$482K +$477K +5,158 New
QIM
214
Quantitative Investment Management
Virginia
$476K -$1.39M -15,000 -75%
AA
215
ALPS Advisors
Colorado
$472K +$14.5K +157 +3%
MIFH
216
Migdal Insurance & Financial Holdings
Israel
$472K +$21.3K +230 +5%
FCI
217
Financial Counselors Inc
Kansas
$467K
SIC
218
Sigma Investment Counselors
Michigan
$467K +$185K +2,000 +67%
MCIM
219
Meadow Creek Investment Management
Georgia
$457K +$81.4K +880 +22%
Jane Street
220
Jane Street
New York
$449K +$444K +4,803 New
MC
221
Moors & Cabot
Massachusetts
$448K +$27.7K +300 +7%
FRM
222
Fox Run Management
Connecticut
$448K +$443K +4,795 New
JMPWA
223
JP Morgan Private Wealth Advisors
California
$438K -$12.7K -137 -3%
PIA
224
Piedmont Investment Advisors
North Carolina
$426K +$421K +4,556 New
OAM
225
Oxford Asset Management
United Kingdom
$418K +$413K +4,461 New

LECO Hedge Fund Activity: Q3 2018 in Review

333 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2018, worth a combined $4.25B — up 4.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LECO positions and 29 closed out — a net gain of 20 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $34.1M. The largest seller was Baillie Gifford & Co, cutting an estimated $199M.

  • 333 institutional investors held Lincoln Electric (LECO) as of Q3 2018, up from 316 in Q2 2018.
  • Funds reported $4.25B of Lincoln Electric stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 49 funds opened new Lincoln Electric positions in Q3 2018 and 29 closed out, a net change of +20 holders.
  • The largest Lincoln Electric buyer in Q3 2018 was Citadel Advisors, an estimated $34.1M added.
  • The largest Lincoln Electric seller in Q3 2018 was Baillie Gifford & Co, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2018.