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Lincoln Electric

316 hedge funds and large institutions have $4.07B invested in Lincoln Electric in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.89M

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

3.15% more ownership

Funds ownership: 67.68%70.83% (+3.2%)

2% more capital invested

Capital invested by funds: $3.99B → $4.07B (+$78.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 331316 (-15)

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
7.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
120
Reduced
100
Closed
43
Calls
$2.68M
Puts
$1.89M
Net Calls
+$791K
Net Calls Change
+$740K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$519M +$13.3M +149,484 +3%
BlackRock
2
BlackRock
New York
$500M +$21.9M +246,220 +5%
State Street
3
State Street
Massachusetts
$251M -$5.72M -64,276 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$203M +$200M +2,245,583 +3,354%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$195M -$557K -6,254 -0.3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$126M +$16M +179,903 +14%
ATO
7
Alecta Tjanstepension Omsesidigt
Sweden
$123M +$8.91M +100,000 +8%
KeyBank National Association
8
KeyBank National Association
Ohio
$115M +$55.6M +623,921 +91%
RA
9
Royce & Associates
New York
$106M +$3.03M +34,053 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$98.5M +$2.94M +33,045 +3%
Fisher Asset Management
11
Fisher Asset Management
Washington
$94.7M +$248K +2,780 +0.3%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$92.2M +$6.9M +77,498 +8%
AAMU
13
Amundi Asset Management US
Massachusetts
$88.2M +$10.1M +113,894 +13%
Bank of America
14
Bank of America
North Carolina
$85M +$79.4M +891,469 +1,165%
Principal Financial Group
15
Principal Financial Group
Iowa
$84.4M +$5.84M +65,534 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$72.6M +$197K +2,216 +0.3%
Norges Bank
17
Norges Bank
Norway
$57.3M -$1.02M -11,462 -2%
Invesco
18
Invesco
Georgia
$54M +$8.05M +90,399 +17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$53.6M +$5.74M +64,493 +12%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$48.3M +$874K +9,809 +2%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$46.5M +$1.39M +15,585 +3%
Northern Trust
22
Northern Trust
Illinois
$43.8M +$1.32M +14,858 +3%
BTW
23
Boston Trust Walden
Massachusetts
$43.5M -$456K -5,124 -1%
SC
24
Saturna Capital
Washington
$31.7M
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$31.2M -$1.37M -15,350 -4%

LECO Hedge Fund Activity: Q2 2018 in Review

316 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2018, worth a combined $4.07B — up 2% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LECO and 30 opened new positions — a net loss of 13 holders — while 100 trimmed existing stakes and 120 added.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $114M.

  • 316 institutional investors held Lincoln Electric (LECO) as of Q2 2018, down from 331 in Q1 2018.
  • Funds reported $4.07B of Lincoln Electric stock for Q2 2018, up 2% quarter-over-quarter.
  • 30 funds opened new Lincoln Electric positions in Q2 2018 and 43 closed out, a net change of -13 holders.
  • The largest Lincoln Electric buyer in Q2 2018 was Wellington Management Group, an estimated $200M added.
  • The largest Lincoln Electric seller in Q2 2018 was Citadel Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.