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Lincoln National
LNC

Overview Fund Activity

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$119M
2
Goldman Sachs
Goldman Sachs
New York
+$61M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$52M
4
DCM
Discovery Capital Management
Connecticut
+$49.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
2
MCM
Munder Capital Management
Michigan
-$44.4M
3
Ameriprise
Ameriprise
Minnesota
-$43.3M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$35.1M
5
SFM
Systematic Financial Management
New Jersey
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Shell Asset Management
Netherlands
$2.32M -$1.39M -26,947 -37%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$2.31M -$336K -6,514 -13%
BOH
253
Bank of Hawaii
Hawaii
$2.3M +$36.2K +702 +2%
SB
254
Suntrust Banks
Georgia
$2.3M -$84K -1,629 -4%
FCM
255
Fairholme Capital Management
Florida
$2.29M – – –
Citadel Advisors
256
Citadel Advisors
Florida
$2.24M -$4.72M -91,481 -68%
AB
257
AT Bancorp
Iowa
$2.24M +$57.8K +1,119 +3%
TWI
258
Thomas White International
Illinois
$2.22M -$1.49M -28,859 -40%
BO
259
Bank OZK
Arkansas
$2.17M -$311K -6,036 -13%
Nomura Asset Management
260
Nomura Asset Management
Japan
$2.13M -$24.8K -480 -1%
WAM
261
World Asset Management
Michigan
$2.12M -$377K -7,308 -15%
Walleye Trading
262
Walleye Trading
New York
$2.12M -$299K -5,796 -12%
MOACM
263
Mutual of America Capital Management
New York
$2.08M -$69.3K -1,343 -3%
ST
264
Sentinel Trust
Texas
$1.96M -$1.69M -32,656 -46%
HMS
265
Hanseatic Management Services
New Mexico
$1.95M +$1.4M +27,110 +252%
BC
266
Brinker Capital
Pennsylvania
$1.95M +$68.6K +1,330 +4%
CIP
267
Chartwell Investment Partners
Pennsylvania
$1.91M -$1.54M -29,925 -45%
KCM
268
Kempner Capital Management
Texas
$1.85M -$725K -14,033 -28%
PWAG
269
Polaris Wealth Advisory Group
California
$1.75M +$227K +4,390 +15%
BCM
270
Birmingham Capital Management
Alabama
$1.68M – – –
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$1.68M -$126K -2,450 -7%
NJBEST
272
New Jersey Better Educational Savings Trust
New Jersey
$1.65M -$103K -2,000 -6%
AAM
273
Aureus Asset Management
Massachusetts
$1.65M -$2.84K -55 -0.2%
GCP
274
GSA Capital Partners
United Kingdom
$1.64M -$1.86M -36,040 -53%
LS
275
Livforsakringsbolaget Skandia
Sweden
$1.64M – – –
9 10
11
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