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Lincoln Electric

336 hedge funds and large institutions have $3.85B invested in Lincoln Electric in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

21% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $2.76M

10% more capital invested

Capital invested by funds: $3.51B → $3.85B (+$346M)

5% more funds holding

Funds holding: 319336 (+17)

2.55% more ownership

Funds ownership: 70.22%72.77% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 106

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
336
Holders Change
+17
Holders Change %
+5.33%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
46
Increased
113
Reduced
106
Closed
28
Calls
$3.33M
Puts
$2.76M
Net Calls
+$570K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$517M +$671K +7,908 +0.1%
BlackRock
2
BlackRock
New York
$506M +$605K +7,125 +0.1%
State Street
3
State Street
Massachusetts
$299M +$5.36M +63,188 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$201M -$2.17M -25,623 -1%
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$122M
JP Morgan Chase
6
JP Morgan Chase
New York
$118M -$689K -8,119 -0.6%
KeyBank National Association
7
KeyBank National Association
Ohio
$114M +$876K +10,328 +0.8%
RA
8
Royce & Associates
New York
$98.3M -$857K -10,100 -0.9%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$97.4M +$520K +6,124 +0.5%
Principal Financial Group
10
Principal Financial Group
Iowa
$85.6M +$638K +7,525 +0.7%
Fisher Asset Management
11
Fisher Asset Management
Washington
$84.2M -$5.81M -68,497 -6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$71.4M -$40.9M -481,856 -36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$69.5M -$625K -7,369 -0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$63.7M -$735K -8,663 -1%
AAMU
15
Amundi Asset Management US
Massachusetts
$53.6M -$9.41M -110,908 -15%
Norges Bank
16
Norges Bank
Norway
$53.4M
Invesco
17
Invesco
Georgia
$52.8M +$1.68M +19,796 +3%
Northern Trust
18
Northern Trust
Illinois
$52.1M -$1.77M -20,917 -3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$49.4M -$41.7K -491 -0.1%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$45.6M +$2.18M +25,720 +5%
BTW
21
Boston Trust Walden
Massachusetts
$41.7M +$690K +8,138 +2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$35.7M +$1.02M +12,078 +3%
Prudential Financial
23
Prudential Financial
New Jersey
$30.7M -$2.03M -23,953 -6%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$30.6M +$29.2M +344,100 +1,687%
SC
25
Saturna Capital
Washington
$30.3M

LECO Hedge Fund Activity: Q1 2019 in Review

336 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2019, worth a combined $3.85B — up 9.9% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new LECO positions and 28 closed out — a net gain of 18 holders — while 113 added to existing stakes and 106 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $29.2M. The largest seller was AllianceBernstein, cutting an estimated $40.9M.

  • 336 institutional investors held Lincoln Electric (LECO) as of Q1 2019, up from 319 in Q4 2018.
  • Funds reported $3.85B of Lincoln Electric stock for Q1 2019, up 9.9% quarter-over-quarter.
  • 46 funds opened new Lincoln Electric positions in Q1 2019 and 28 closed out, a net change of +18 holders.
  • The largest Lincoln Electric buyer in Q1 2019 was Schroder Investment Management Group, an estimated $29.2M added.
  • The largest Lincoln Electric seller in Q1 2019 was AllianceBernstein, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2019.