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Lincoln Electric

346 hedge funds and large institutions have $4.03B invested in Lincoln Electric in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 101

24% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.51M

13% more funds holding

Funds holding: 306346 (+40)

2.38% more ownership

Funds ownership: 64.54%66.92% (+2.4%)

3% more capital invested

Capital invested by funds: $3.9B → $4.03B (+$122M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
+40
Holders Change %
+13.07%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
127
Reduced
101
Closed
22
Calls
$1.87M
Puts
$1.51M
Net Calls
+$358K
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$516M +$5.78M +63,229 +1%
BlackRock
2
BlackRock
New York
$483M +$2.56M +27,984 +0.5%
State Street
3
State Street
Massachusetts
$260M -$591K -6,468 -0.2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$205M -$6.79M -74,299 -3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$123M +$5.11M +55,905 +4%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$119M
JP Morgan Chase
7
JP Morgan Chase
New York
$110M +$11.2M +122,756 +11%
RA
8
Royce & Associates
New York
$103M -$9.75M -106,672 -9%
Fisher Asset Management
9
Fisher Asset Management
Washington
$98.3M -$2.35M -25,663 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$82.4M +$79.2M +866,453 +2,623%
Principal Financial Group
11
Principal Financial Group
Iowa
$78M +$4.31M +47,137 +6%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$76.9M -$1.97M -21,510 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$75M -$4.01M -43,860 -5%
KeyBank National Association
14
KeyBank National Association
Ohio
$63.6M -$411K -4,493 -0.6%
TCM
15
TimesSquare Capital Management
New York
$61.2M +$89.1K +975 +0.1%
AAMU
16
Amundi Asset Management US
Massachusetts
$56.9M +$56.8M +621,361 New
Norges Bank
17
Norges Bank
Norway
$52.9M
Invesco
18
Invesco
Georgia
$52.3M -$6.97M -76,217 -12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$49.1M +$437K +4,785 +0.9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$47.5M +$678K +7,416 +1%
BTW
21
Boston Trust Walden
Massachusetts
$46.8M +$10.6M +115,841 +29%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$44.8M +$333K +3,647 +0.8%
Northern Trust
23
Northern Trust
Illinois
$44.4M -$2.62M -28,696 -6%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$37.3M +$37.2M +407,000 New
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$35M -$62.2K -680 -0.2%

LECO Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2017, worth a combined $4.03B — up 3.1% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LECO positions and 22 closed out — a net gain of 41 holders — while 127 added to existing stakes and 101 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $79.2M. The largest seller was Prudential Financial, cutting an estimated $32.2M.

  • 346 institutional investors held Lincoln Electric (LECO) as of Q4 2017, up from 306 in Q3 2017.
  • Funds reported $4.03B of Lincoln Electric stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 63 funds opened new Lincoln Electric positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Lincoln Electric buyer in Q4 2017 was Citadel Advisors, an estimated $79.2M added.
  • The largest Lincoln Electric seller in Q4 2017 was Prudential Financial, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.