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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
226
State of Tennessee, Department of Treasury
Tennessee
$1.64M -$173K -4,077 -11%
DZ Bank
227
DZ Bank
Germany
$1.59M -$202K -4,753 -13%
PCC
228
Park Circle Company
Maryland
$1.58M
TPSF
229
Texas Permanent School Fund
Texas
$1.55M -$104K -2,447 -7%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$1.49M -$61.4K -1,444 -5%
QI
231
QS Investors
New York
$1.46M -$33.2K -781 -3%
QIM
232
Quantitative Investment Management
Virginia
$1.44M +$1.22M +28,690 New
NGA
233
Naples Global Advisors
Florida
$1.44M +$106K +2,490 +10%
KWM
234
Kingsview Wealth Management
Oregon
$1.4M +$201K +4,727 +20%
Lazard Asset Management
235
Lazard Asset Management
New York
$1.38M -$3.47M -81,621 -75%
CGH
236
Crossmark Global Holdings
Texas
$1.38M -$1.13M -26,540 -49%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$1.31M +$98.6K +2,318 +10%
AWM
238
AE Wealth Management
Kansas
$1.3M +$149K +3,513 +16%
D.E. Shaw & Co
239
D.E. Shaw & Co
New York
$1.26M +$9.61K +226 +0.9%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$1.26M -$54.3K -1,277 -5%
MSA
241
Mason Street Advisors
Wisconsin
$1.26M -$19.3K -453 -2%
GAG
242
GM Advisory Group
New York
$1.26M +$73.8K +1,735 +7%
NO
243
Ninety One
South Africa
$1.25M +$21.9K +516 +2%
Canada Pension Plan Investment Board
244
Canada Pension Plan Investment Board
Ontario, Canada
$1.23M +$1.04M +24,388 +203,233%
Boston Partners
245
Boston Partners
Massachusetts
$1.2M -$625K -14,697 -38%
PA
246
Pinnacle Associates
New York
$1.19M -$38.9K -915 -4%
AUB
247
Atlantic Union Bankshares
Virginia
$1.17M -$348K -8,190 -26%
WBC
248
Westpac Banking Corp
Australia
$1.16M
CCM
249
Cinctive Capital Management
New York
$1.15M -$470K -11,046 -33%
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.14M +$250K +5,869 +35%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.