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Lincoln Electric

275 hedge funds and large institutions have $3.49B invested in Lincoln Electric in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 116 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $3.65B → $3.49B (-$164M)

4% less funds holding

Funds holding: 286275 (-11)

24% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 116

24% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 37

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

76% less call options, than puts

Call options by funds: $422K | Put options by funds: $1.77M

Holders
275
Holders Change
-11
Holders Change %
-3.85%
% of All Funds
7.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
28
Increased
88
Reduced
116
Closed
37
Calls
$422K
Puts
$1.77M
Net Calls
-$1.35M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$384M -$17.1M -252,303 -4%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$275M +$3.63M +53,479 +1%
RA
3
Royce & Associates
New York
$241M -$14.2M -209,814 -6%
BFA
4
BlackRock Fund Advisors
California
$157M +$8.33M +122,876 +6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$153M -$6.03M -88,879 -4%
BIT
6
BlackRock Institutional Trust
California
$153M -$5.58M -82,322 -4%
State Street
7
State Street
Massachusetts
$140M -$3.38M -49,914 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$113M +$13.9M +205,363 +15%
Norges Bank
9
Norges Bank
Norway
$93.5M +$45.4M +668,911 +100%
Franklin Resources
10
Franklin Resources
California
$88.5M -$5.14M -75,800 -6%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$86.8M -$17.8M -262,385 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$82.8M +$1.52M +22,354 +2%
Fisher Asset Management
13
Fisher Asset Management
Washington
$74.5M -$1.23M -18,172 -2%
KeyBank National Association
14
KeyBank National Association
Ohio
$70.5M -$1.45M -21,393 -2%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$61.4M +$38.2M +563,700 +179%
Invesco
16
Invesco
Georgia
$57.9M -$2.49M -36,664 -4%
Northern Trust
17
Northern Trust
Illinois
$46.1M -$1.13M -16,661 -2%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$45.9M +$8.49M +125,250 +24%
SC
19
Saturna Capital
Washington
$35.9M
PIM
20
Perkins Investment Management
Illinois
$34.2M +$2M +29,535 +6%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$33.6M -$1.37M -20,220 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$30.7M +$206K +3,034 +0.7%
GAM
23
Gotham Asset Management
New York
$29.8M +$560K +8,258 +2%
BTW
24
Boston Trust Walden
Massachusetts
$26M -$456K -6,727 -2%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$25.6M -$274K -4,035 -1%

LECO Hedge Fund Activity: Q2 2014 in Review

275 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2014, worth a combined $3.49B — down 4.5% from $3.65B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of LECO and 28 opened new positions — a net loss of 9 holders — while 116 trimmed existing stakes and 88 added.

The largest buyer was Norges Bank, adding an estimated $45.4M. The largest seller was TIAA CREF Investment Management, cutting an estimated $37.7M.

  • 275 institutional investors held Lincoln Electric (LECO) as of Q2 2014, down from 286 in Q1 2014.
  • Funds reported $3.49B of Lincoln Electric stock for Q2 2014, down 4.5% quarter-over-quarter.
  • 28 funds opened new Lincoln Electric positions in Q2 2014 and 37 closed out, a net change of -9 holders.
  • The largest Lincoln Electric buyer in Q2 2014 was Norges Bank, an estimated $45.4M added.
  • The largest Lincoln Electric seller in Q2 2014 was TIAA CREF Investment Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2014.