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Lincoln Electric

320 hedge funds and large institutions have $3.57B invested in Lincoln Electric in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 112 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

38% more call options, than puts

Call options by funds: $969K | Put options by funds: $701K

0.41% more ownership

Funds ownership: 69.81%70.22% (+0.41%)

0% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 112

4% less funds holding

Funds holding: 333320 (-13)

16% less capital invested

Capital invested by funds: $4.25B → $3.57B (-$681M)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

Holders
320
Holders Change
-13
Holders Change %
-3.9%
% of All Funds
7.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
38
Increased
112
Reduced
112
Closed
50
Calls
$969K
Puts
$701K
Net Calls
+$268K
Net Calls Change
+$43K

LECO Hedge Fund Activity: Q4 2018 in Review

320 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2018, worth a combined $3.57B — down 16% from $4.25B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LECO and 38 opened new positions — a net loss of 12 holders — while 112 trimmed existing stakes and 112 added.

The largest buyer was State Street, adding an estimated $43.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $34.9M sold.

  • 320 institutional investors held Lincoln Electric (LECO) as of Q4 2018, down from 333 in Q3 2018.
  • Funds reported $3.57B of Lincoln Electric stock for Q4 2018, down 16% quarter-over-quarter.
  • 38 funds opened new Lincoln Electric positions in Q4 2018 and 50 closed out, a net change of -12 holders.
  • The largest Lincoln Electric buyer in Q4 2018 was State Street, an estimated $43.2M added.
  • The largest Lincoln Electric seller in Q4 2018 was Citadel Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2018.