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Lincoln Electric

317 hedge funds and large institutions have $3.79B invested in Lincoln Electric in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 130 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

45% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $4.59M

22% more capital invested

Capital invested by funds: $3.1B → $3.79B (+$684M)

3% more funds holding

Funds holding: 309317 (+8)

1% more ownership

Funds ownership: 74.66%75.67% (+1%)

25% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 130

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
317
Holders Change
+8
Holders Change %
+2.59%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
97
Reduced
130
Closed
22
Calls
$6.66M
Puts
$4.59M
Net Calls
+$2.07M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$488M -$40.3M -509,328 -8%
BlackRock
2
BlackRock
New York
$465M -$16.4M -207,063 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$340M +$1.13M +14,355 +0.4%
State Street
4
State Street
Massachusetts
$263M -$12.5M -158,141 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$218M -$60.1K -760 -0%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$122M
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$113M +$4.65M +58,880 +5%
KeyBank National Association
8
KeyBank National Association
Ohio
$112M -$595K -7,522 -0.6%
Principal Financial Group
9
Principal Financial Group
Iowa
$101M +$6.2M +78,377 +7%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$98.5M -$316K -3,991 -0.3%
RA
11
Royce & Associates
New York
$67M -$4.85M -61,385 -7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$66.9M +$8.13M +102,790 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66.1M -$15.2M -192,094 -20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$62.8M -$1.98M -24,996 -3%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$61.2M +$1.4M +17,696 +2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$58.7M +$7.79M +98,563 +16%
BTW
17
Boston Trust Walden
Massachusetts
$50M +$1.95M +24,651 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$49.3M +$883K +11,174 +2%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$47.7M +$2.5M +31,577 +6%
Norges Bank
20
Norges Bank
Norway
$47.1M -$2.47M -31,240 -5%
Northern Trust
21
Northern Trust
Illinois
$43.4M -$1.48M -18,662 -3%
Invesco
22
Invesco
Georgia
$40.5M +$27.8M +352,023 +274%
MAMU
23
Marathon Asset Management (UK)
United Kingdom
$28.6M +$7.6M +96,089 +40%
Charles Schwab
24
Charles Schwab
California
$26.3M -$808K -10,217 -3%
SC
25
Saturna Capital
Washington
$26M -$4.19M -53,000 -15%

LECO Hedge Fund Activity: Q2 2020 in Review

317 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2020, worth a combined $3.79B — up 22% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LECO positions and 22 closed out — a net gain of 10 holders — while 97 added to existing stakes and 130 trimmed.

The largest buyer was Invesco, adding an estimated $27.8M. The largest seller was Vanguard Group, cutting an estimated $40.3M.

  • 317 institutional investors held Lincoln Electric (LECO) as of Q2 2020, up from 309 in Q1 2020.
  • Funds reported $3.79B of Lincoln Electric stock for Q2 2020, up 22% quarter-over-quarter.
  • 32 funds opened new Lincoln Electric positions in Q2 2020 and 22 closed out, a net change of +10 holders.
  • The largest Lincoln Electric buyer in Q2 2020 was Invesco, an estimated $27.8M added.
  • The largest Lincoln Electric seller in Q2 2020 was Vanguard Group, an estimated $40.3M sold.

Based on aggregated 13F filings for Q2 2020.