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Lincoln Electric

305 hedge funds and large institutions have $3.83B invested in Lincoln Electric in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 133 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $885K

2% more capital invested

Capital invested by funds: $3.74B → $3.83B (+$86.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.02% less ownership

Funds ownership: 72.37%71.35% (-1%)

9% less funds holding

Funds holding: 337305 (-32)

36% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 133

56% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 57

Holders
305
Holders Change
-32
Holders Change %
-9.5%
% of All Funds
6.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
85
Reduced
133
Closed
57
Calls
$3.2M
Puts
$885K
Net Calls
+$2.31M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$527M +$3.71M +44,068 +0.7%
BlackRock
2
BlackRock
New York
$496M -$22.4M -265,855 -4%
State Street
3
State Street
Massachusetts
$317M -$3.68M -43,776 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$271M +$121M +1,436,139 +85%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$202M -$5M -59,423 -2%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$126M
KeyBank National Association
7
KeyBank National Association
Ohio
$117M -$454K -5,400 -0.4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$109M +$3.63M +43,188 +4%
Principal Financial Group
9
Principal Financial Group
Iowa
$108M +$6.09M +72,373 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$92M +$15.8M +187,483 +21%
RA
11
Royce & Associates
New York
$90.8M -$4.83M -57,394 -5%
Fisher Asset Management
12
Fisher Asset Management
Washington
$85.8M +$139K +1,657 +0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$63.2M -$197K -2,344 -0.3%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$59.7M +$27.7M +328,798 +92%
Norges Bank
15
Norges Bank
Norway
$52.3M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$49.8M -$363K -4,316 -0.7%
BTW
17
Boston Trust Walden
Massachusetts
$48.3M +$4.98M +59,173 +12%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$46.9M -$135K -1,605 -0.3%
Northern Trust
19
Northern Trust
Illinois
$45.5M -$84.8K -1,008 -0.2%
AAMU
20
Amundi Asset Management US
Massachusetts
$43.2M -$10.9M -129,050 -21%
SC
21
Saturna Capital
Washington
$31.3M
Charles Schwab
22
Charles Schwab
California
$27M -$36.3K -431 -0.1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$26.5M +$1.38M +16,457 +6%
MAMU
24
Marathon Asset Management (UK)
United Kingdom
$23.8M -$1.39M -16,572 -6%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$20.8M

LECO Hedge Fund Activity: Q3 2019 in Review

305 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q3 2019, worth a combined $3.83B — up 2.3% from $3.74B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of LECO and 25 opened new positions — a net loss of 32 holders — while 133 trimmed existing stakes and 85 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Invesco, cutting an estimated $47M.

  • 305 institutional investors held Lincoln Electric (LECO) as of Q3 2019, down from 337 in Q2 2019.
  • Funds reported $3.83B of Lincoln Electric stock for Q3 2019, up 2.3% quarter-over-quarter.
  • 25 funds opened new Lincoln Electric positions in Q3 2019 and 57 closed out, a net change of -32 holders.
  • The largest Lincoln Electric buyer in Q3 2019 was JP Morgan Chase, an estimated $121M added.
  • The largest Lincoln Electric seller in Q3 2019 was Invesco, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2019.