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Lincoln Electric
LECO

306 hedge funds and large institutions have $3.9B invested in Lincoln Electric in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 305 → 306 (+1)

0.57% less ownership

Funds ownership: 65.11% → 64.54% (-0.57%)

1% less capital invested

Capital invested by funds: $3.95B → $3.9B (-$45.6M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $4.63M

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
134
Reduced
84
Closed
30
Calls
$2.99M
Puts
$4.63M
Net Calls
-$1.64M
Net Calls Change
+$1.21M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$52.7M
2
JIM
Jupiter Investment Management
United Kingdom
+$25M
3
BlackRock
BlackRock
New York
+$20.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$13.9M
5
Millennium Management
Millennium Management
New York
+$13.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$193M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.7M
3
State Street
State Street
Massachusetts
-$14M
4
SAM
Scopus Asset Management
New York
-$12.1M
5
RA
Royce & Associates
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$511M +$8.65M +96,885 +2%
BlackRock
2
BlackRock
New York
$481M +$20.5M +229,045 +5%
State Street
3
State Street
Massachusetts
$260M -$14M -156,670 -5%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$212M -$193M -2,157,630 -48%
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$119M +$8.93M +100,000 +8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$118M +$4.28M +47,915 +4%
RA
7
Royce & Associates
New York
$112M -$10.6M -119,026 -9%
Fisher Asset Management
8
Fisher Asset Management
Washington
$101M +$2.45M +27,495 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$99.4M -$16.7M -187,080 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$79.1M -$63.6K -712 -0.1%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$78.9M -$9.43M -105,607 -11%
Principal Financial Group
12
Principal Financial Group
Iowa
$73.8M -$3.5M -39,156 -5%
KeyBank National Association
13
KeyBank National Association
Ohio
$64.1M -$746K -8,359 -1%
Prudential Financial
14
Prudential Financial
New Jersey
$63.4M +$52.7M +590,070 +584%
TCM
15
TimesSquare Capital Management
New York
$61.2M -$5.12M -57,375 -8%
Invesco
16
Invesco
Georgia
$59.4M +$156K +1,748 +0.3%
Norges Bank
17
Norges Bank
Norway
$52.9M -$2.47M -27,634 -5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$48.7M +$1.11M +12,479 +2%
Northern Trust
19
Northern Trust
Illinois
$47.1M -$1.06M -11,832 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$46.9M +$1.24M +13,848 +3%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$44.5M +$1.32M +14,756 +3%
BTW
22
Boston Trust Walden
Massachusetts
$36.2M -$2.22M -24,871 -6%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$35.1M -$1.1M -12,280 -3%
SC
24
Saturna Capital
Washington
$33.1M – – –
Goldman Sachs
25
Goldman Sachs
New York
$31.8M +$10.2M +113,736 +49%
1
2 3 4 5

LECO Hedge Fund Activity: Q3 2017 in Review

306 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2017, worth a combined $3.9B — down 1.2% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LECO positions and 30 closed out — a net gain of 3 holders — while 134 added to existing stakes and 84 trimmed.

The largest buyer was Prudential Financial, adding an estimated $52.7M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 306 institutional investors held Lincoln Electric (LECO) as of Q3 2017, up from 305 in Q2 2017.
  • Funds reported $3.9B of Lincoln Electric stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 33 funds opened new Lincoln Electric positions in Q3 2017 and 30 closed out, a net change of +3 holders.
  • The largest Lincoln Electric buyer in Q3 2017 was Prudential Financial, an estimated $52.7M added.
  • The largest Lincoln Electric seller in Q3 2017 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2017.