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Lincoln Electric

286 hedge funds and large institutions have $3.65B invested in Lincoln Electric in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 101 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $3.67B → $3.65B (-$14M)

4% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.64M

6% less funds holding

Funds holding: 303286 (-17)

15% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 119

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
286
Holders Change
-17
Holders Change %
-5.61%
% of All Funds
8.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
101
Reduced
119
Closed
36
Calls
$1.58M
Puts
$1.64M
Net Calls
-$65K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$414M +$2.88M +40,231 +0.7%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$279M +$9.37M +130,753 +3%
RA
3
Royce & Associates
New York
$263M -$17.2M -239,733 -6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$164M +$34.3M +478,993 +27%
BIT
5
BlackRock Institutional Trust
California
$164M +$2.68M +37,361 +2%
BFA
6
BlackRock Fund Advisors
California
$153M -$11.4M -158,508 -7%
State Street
7
State Street
Massachusetts
$148M -$2.95M -41,113 -2%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$108M +$16.1M +224,675 +18%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$101M +$48.1M +671,389 +91%
Franklin Resources
10
Franklin Resources
California
$96.7M -$1.08M -15,115 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$83.7M -$2.43M -33,870 -3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$78.1M -$823K -11,485 -1%
KeyBank National Association
13
KeyBank National Association
Ohio
$74.2M -$96.6M -1,346,752 -57%
Invesco
14
Invesco
Georgia
$62.3M +$164K +2,284 +0.3%
TCIM
15
TIAA CREF Investment Management
New York
$50.5M +$891K +12,429 +2%
Northern Trust
16
Northern Trust
Illinois
$48.7M +$2.61M +36,433 +6%
Norges Bank
17
Norges Bank
Norway
$48.2M
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$47.3M +$35.6M +496,140 +309%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$42M +$34.9M +487,121 +504%
Prudential Financial
20
Prudential Financial
New Jersey
$40.4M +$2.23M +31,050 +6%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$38.3M -$345K -4,805 -0.9%
SC
22
Saturna Capital
Washington
$37M
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$36.1M -$547K -7,630 -1%
PIM
24
Perkins Investment Management
Illinois
$33.1M -$1.16M -16,212 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$31.4M +$934K +13,031 +3%

LECO Hedge Fund Activity: Q1 2014 in Review

286 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2014, worth a combined $3.65B — down 0.38% from $3.67B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LECO and 21 opened new positions — a net loss of 15 holders — while 119 trimmed existing stakes and 101 added.

The largest buyer was Neuberger Berman Group, adding an estimated $48.1M. The largest seller was KeyBank National Association, cutting an estimated $96.6M.

  • 286 institutional investors held Lincoln Electric (LECO) as of Q1 2014, down from 303 in Q4 2013.
  • Funds reported $3.65B of Lincoln Electric stock for Q1 2014, down 0.38% quarter-over-quarter.
  • 21 funds opened new Lincoln Electric positions in Q1 2014 and 36 closed out, a net change of -15 holders.
  • The largest Lincoln Electric buyer in Q1 2014 was Neuberger Berman Group, an estimated $48.1M added.
  • The largest Lincoln Electric seller in Q1 2014 was KeyBank National Association, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2014.