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Lincoln National
LNC

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473 → 519 (+46)

2.82% more ownership

Funds ownership: 85.58% → 88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$199M
2
Goldman Sachs
Goldman Sachs
New York
+$165M
3
FAM
Fred Alger Management
New York
+$56.5M
4
Ameriprise
Ameriprise
Minnesota
+$50.8M
5
Deutsche Bank
Deutsche Bank
Germany
+$35.9M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$83.4M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$59.2M
3
PP
Prudential plc
United Kingdom
-$48.1M
4
O
OppenheimerFunds
New York
-$44.2M
5
PRCM
Pine River Capital Management
Minnesota
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal London Asset Management
226
Royal London Asset Management
United Kingdom
$2.81M +$15K +355 +0.6%
PFM
227
Phillips Financial Management
Indiana
$2.77M -$202K -4,779 -7%
Asset Management One
228
Asset Management One
Japan
$2.7M +$1.22M +28,917 +82%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.67M -$248K -5,872 -8%
HNB
230
Huntington National Bank
Ohio
$2.65M +$76.7K +1,818 +3%
DSI
231
Daiwa SB Investments
Japan
$2.65M +$260K +6,160 +11%
WBC
232
Westpac Banking Corp
Australia
$2.55M -$3.58M -84,901 -58%
LMF
233
LMR Master Fund
Cayman Islands
$2.55M -$352K -8,337 -12%
SCA
234
SAC Capital Advisors
Connecticut
$2.5M -$14.2M -336,617 -85%
BMCMI
235
Bryn Mawr Capital Management Inc
Pennsylvania
$2.49M -$6.44M -152,578 -72%
RFC
236
Regions Financial Corp
Alabama
$2.47M -$236K -5,597 -9%
EVM
237
Eaton Vance Management
Massachusetts
$2.46M -$1.07M -25,260 -30%
TCM
238
Twin Capital Management
Pennsylvania
$2.41M +$29.5K +700 +1%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$2.32M -$150K -3,545 -6%
CCMG
240
Clark Capital Management Group
Pennsylvania
$2.31M +$746K +17,668 +47%
CAM
241
Capstone Asset Management
Texas
$2.29M -$108K -2,550 -4%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$2.27M +$1.91M +45,155 +505%
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.27M -$27.4K -648 -1%
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$2.24M -$165K -3,900 -7%
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.2M +$201K +4,750 +10%
TAM
246
Tocqueville Asset Management
New York
$2.18M +$95.6K +2,264 +5%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$2.15M +$673K +15,936 +45%
Victory Capital Management
248
Victory Capital Management
Texas
$2.13M +$2.14M +50,800 New
B
249
Barings
North Carolina
$2.11M +$667K +15,800 +46%
MSA
250
Mason Street Advisors
Wisconsin
$2.1M -$277K -6,571 -12%
8 9
10
11 12

LNC Hedge Fund Activity: Q3 2013 in Review

519 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2013, worth a combined $9.79B — up 17% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LNC positions and 26 closed out — a net gain of 50 holders — while 162 added to existing stakes and 215 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $199M. The largest seller was Systematic Financial Management, cutting an estimated $83.4M.

  • 519 institutional investors held Lincoln National (LNC) as of Q3 2013, up from 473 in Q2 2013.
  • Funds reported $9.79B of Lincoln National stock for Q3 2013, up 17% quarter-over-quarter.
  • 76 funds opened new Lincoln National positions in Q3 2013 and 26 closed out, a net change of +50 holders.
  • The largest Lincoln National buyer in Q3 2013 was AllianceBernstein, an estimated $199M added.
  • The largest Lincoln National seller in Q3 2013 was Systematic Financial Management, an estimated $83.4M sold.

Based on aggregated 13F filings for Q3 2013.