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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
KCM
251
Kempner Capital Management
Texas
$2.1M – – –
MAM
252
Mizuho Asset Management
Japan
$2.04M +$2.02M +47,880 +7,576%
WAM
253
World Asset Management
Michigan
$2.03M -$287K -6,802 -12%
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$2.03M +$1.48M +34,981 +263%
BO
255
Bank OZK
Arkansas
$2.02M +$2.03M +48,170 New
URS
256
Utah Retirement Systems
Utah
$2.01M -$16.9K -400 -0.8%
State of Tennessee, Department of Treasury
257
State of Tennessee, Department of Treasury
Tennessee
$2M +$2.01M +47,600 New
TT
258
Tower Trust
Indiana
$1.99M -$18.3K -434 -0.9%
Walleye Trading
259
Walleye Trading
New York
$1.97M +$1.54M +36,406 +347%
Teacher Retirement System of Texas
260
Teacher Retirement System of Texas
Texas
$1.94M -$84.3K -1,998 -4%
SB
261
Suntrust Banks
Georgia
$1.94M -$32.2K -762 -2%
FMBTD
262
First Midwest Bank Trust Division
Illinois
$1.92M +$1.68M +39,755 +667%
SC
263
Saiers Capital
New York
$1.87M +$823K +19,500 +78%
FCM
264
Fairholme Capital Management
Florida
$1.86M -$50.7K -1,200 -3%
BOH
265
Bank of Hawaii
Hawaii
$1.84M +$1.41M +33,435 +318%
AB
266
AT Bancorp
Iowa
$1.77M -$5.91K -140 -0.3%
Nomura Asset Management
267
Nomura Asset Management
Japan
$1.75M -$1.14M -26,999 -39%
MOACM
268
Mutual of America Capital Management
New York
$1.75M +$81.9K +1,940 +5%
OPERF
269
Oregon Public Employees Retirement Fund
Oregon
$1.72M -$83.8K -1,986 -5%
MSU
270
Maple Securities USA
New Jersey
$1.63M +$1.64M +38,776 New
NAP
271
New Amsterdam Partners
New York
$1.61M +$1.62M +38,464 New
JG
272
Jefferies Group
New York
$1.6M +$1.61M +38,030 New
BC
273
Brinker Capital
Pennsylvania
$1.53M +$659K +15,609 +75%
Luther King Capital Management (LKCM)
274
Luther King Capital Management (LKCM)
Texas
$1.51M -$5.49K -130 -0.4%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$1.47M +$16.3K +387 +1%
9 10
11
12 13

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.