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Lincoln Electric

333 hedge funds and large institutions have $4.25B invested in Lincoln Electric in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

10% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $2.21M

5% more funds holding

Funds holding: 316333 (+17)

4% more capital invested

Capital invested by funds: $4.07B → $4.25B (+$179M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.72% less ownership

Funds ownership: 70.83%70.1% (-0.72%)

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
128
Reduced
88
Closed
29
Calls
$2.43M
Puts
$2.21M
Net Calls
+$225K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$561M +$8.23M +89,009 +2%
BlackRock
2
BlackRock
New York
$556M +$23.4M +252,538 +4%
State Street
3
State Street
Massachusetts
$276M +$8.8M +95,187 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$228M +$11.6M +124,945 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$142M +$7.03M +75,958 +5%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$131M
KeyBank National Association
7
KeyBank National Association
Ohio
$126M +$4.02M +43,519 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$118M +$13.2M +142,430 +13%
RA
9
Royce & Associates
New York
$112M -$538K -5,819 -0.5%
Fisher Asset Management
10
Fisher Asset Management
Washington
$98.9M -$1.93M -20,855 -2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$98.2M +$2.77K +30 +0%
Principal Financial Group
12
Principal Financial Group
Iowa
$91.9M +$2.04M +22,107 +2%
AAMU
13
Amundi Asset Management US
Massachusetts
$86.8M -$7.02M -75,904 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$79M +$1.69M +18,291 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$68M +$10.8M +117,194 +19%
Norges Bank
16
Norges Bank
Norway
$61M
Invesco
17
Invesco
Georgia
$57.4M -$98.2K -1,062 -0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$53.2M +$1.74M +18,794 +3%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$48.8M -$717K -7,753 -1%
Northern Trust
20
Northern Trust
Illinois
$47.6M +$938K +10,138 +2%
BTW
21
Boston Trust Walden
Massachusetts
$46M -$337K -3,639 -0.7%
Citadel Advisors
22
Citadel Advisors
Florida
$34.9M +$34.1M +368,638 +6,889%
SC
23
Saturna Capital
Washington
$33.8M
Marshall Wace
24
Marshall Wace
United Kingdom
$32M +$31.7M +342,309 New
AAMU
25
AEGON Asset Management (UK)
United Kingdom
$30.4M

LECO Hedge Fund Activity: Q3 2018 in Review

333 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2018, worth a combined $4.25B — up 4.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LECO positions and 29 closed out — a net gain of 20 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $34.1M. The largest seller was Baillie Gifford & Co, cutting an estimated $199M.

  • 333 institutional investors held Lincoln Electric (LECO) as of Q3 2018, up from 316 in Q2 2018.
  • Funds reported $4.25B of Lincoln Electric stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 49 funds opened new Lincoln Electric positions in Q3 2018 and 29 closed out, a net change of +20 holders.
  • The largest Lincoln Electric buyer in Q3 2018 was Citadel Advisors, an estimated $34.1M added.
  • The largest Lincoln Electric seller in Q3 2018 was Baillie Gifford & Co, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2018.