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Lincoln Electric

305 hedge funds and large institutions have $3.83B invested in Lincoln Electric in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 133 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $885K

2% more capital invested

Capital invested by funds: $3.74B → $3.83B (+$86.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.02% less ownership

Funds ownership: 72.37%71.35% (-1%)

9% less funds holding

Funds holding: 337305 (-32)

36% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 133

56% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 57

Holders
305
Holders Change
-32
Holders Change %
-9.5%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
85
Reduced
133
Closed
57
Calls
$3.2M
Puts
$885K
Net Calls
+$2.31M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Profund Advisors
Maryland
$398K -$75.7K -900 -16%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$390K +$39.5K +469 +12%
WAM
203
World Asset Management
Michigan
$389K +$3.7K +44 +1%
QT
204
Quantamental Technologies
New York
$385K +$373K +4,437 New
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$382K +$23.1K +275 +7%
BFS
206
Bradley Foster & Sargent
Connecticut
$379K
AIM
207
ARK Investment Management
Florida
$375K +$364K +4,323 New
DADC
208
D.A. Davidson & Co
Montana
$368K +$14.7K +175 +4%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$364K +$21.1K +251 +6%
SCM
210
Shelton Capital Management
Colorado
$363K -$15.6K -185 -4%
AA
211
ALPS Advisors
Colorado
$354K -$34.6K -411 -9%
WG
212
Winton Group
United Kingdom
$339K +$58.5K +695 +22%
BC
213
Brinker Capital
Pennsylvania
$336K -$730K -8,676 -69%
OC
214
Oppenheimer & Co
New York
$336K +$7.83K +93 +2%
SWP
215
Stratos Wealth Partners
Ohio
$336K +$67.3K +800 +26%
SCM
216
Stevens Capital Management
Pennsylvania
$321K +$311K +3,696 New
HighTower Advisors
217
HighTower Advisors
Illinois
$309K +$296K +3,521 New
AAM
218
Azzad Asset Management
Virginia
$306K -$840K -9,978 -74%
MIFH
219
Migdal Insurance & Financial Holdings
Israel
$286K -$45.4K -540 -14%
PAM
220
Panagora Asset Management
Massachusetts
$281K
WI
221
WBI Investments
New Jersey
$281K +$273K +3,240 New
MFG
222
Magnus Financial Group
New York
$280K +$32K +380 +13%
IFS
223
Ifrah Financial Services
Arkansas
$269K -$7.32K -87 -3%
GT
224
Greenleaf Trust
Michigan
$268K -$2.19K -26 -0.8%
LIA
225
LS Investment Advisors
Michigan
$264K -$3.62K -43 -1%

LECO Hedge Fund Activity: Q3 2019 in Review

305 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2019, worth a combined $3.83B — up 2.3% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of LECO and 25 opened new positions — a net loss of 32 holders — while 133 trimmed existing stakes and 85 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Invesco, cutting an estimated $47M.

  • 305 institutional investors held Lincoln Electric (LECO) as of Q3 2019, down from 337 in Q2 2019.
  • Funds reported $3.83B of Lincoln Electric stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 25 funds opened new Lincoln Electric positions in Q3 2019 and 57 closed out, a net change of -32 holders.
  • The largest Lincoln Electric buyer in Q3 2019 was JP Morgan Chase, an estimated $121M added.
  • The largest Lincoln Electric seller in Q3 2019 was Invesco, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2019.