Lincoln National Corporation
LNC.WS
LNC.WS was delisted on the 5th of July, 2019.
7 hedge funds and large institutions have $51.4M invested in Lincoln National Corporation in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
22% less funds holding
Funds holding: 9 → 7 (-2)
39% less capital invested
Capital invested by funds: $84.2M → $51.4M (-$32.8M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$20.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$46.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$51.8M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$226K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$99.6K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$23K |
| 5 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Adage Capital Partners
Boston,
Massachusetts
| $21.4M | +$20.6M | +433,400 | New |
|
|
CL
2
CSS LLC
Chicago,
Illinois
| $18.3M | -$99.6K | -2,097 | -0.5% |
|
|
FCM
3
Fairholme Capital Management
South Miami,
Florida
| $8.97M | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $1.39M | -$51.8M | -1,090,866 | -97% |
|
|
EBSAM
5
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $817K | – | – | – |
|
|
CCA
6
Castle Creek Arbitrage
Avon,
Colorado
| $396K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $141K | +$46.9K | +987 | +53% |
|
|
VKH
8
Virtu KCG Holdings
New York
| – | -$226K | -4,572 | Closed |
|
|
NPC
9
National Planning Corporation
El Segundo,
California
| – | -$23K | -500 | Closed |
|
|
RFA
10
Reilly Financial Advisors
La Mesa,
California
| – | -$10K | -200 | Closed |
|
LNC.WS Hedge Fund Activity: Q1 2015 in Review
7 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Lincoln National Corporation (LNC.WS) for Q1 2015, worth a combined $51.4M — down 39% from $84.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LNC.WS and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $20.6M. The largest seller was Wolverine Asset Management, cutting an estimated $51.8M.
- 7 institutional investors held Lincoln National Corporation (LNC.WS) as of Q1 2015, down from 9 in Q4 2014.
- Funds reported $51.4M of Lincoln National Corporation stock for Q1 2015, down 39% quarter-over-quarter.
- 1 fund opened new Lincoln National Corporation positions in Q1 2015 and 3 closed out, a net change of -2 holders.
- The largest Lincoln National Corporation buyer in Q1 2015 was Adage Capital Partners, an estimated $20.6M added.
- The largest Lincoln National Corporation seller in Q1 2015 was Wolverine Asset Management, an estimated $51.8M sold.
Based on aggregated 13F filings for Q1 2015.