Lincoln National
588 hedge funds and large institutions have $12.2B invested in Lincoln National in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 220 increasing their positions, 218 reducing their positions, and 41 closing their positions.
65% more call options, than puts
Call options by funds: $59.1M | Put options by funds: $35.9M
27% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 41
1% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 218
1% more funds holding
Funds holding: 585 → 588 (+3)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.16% less ownership
Funds ownership: 83.14% → 82.98% (-0.16%)
2% less capital invested
Capital invested by funds: $12.4B → $12.2B (-$234M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$111M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$77.6M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$44.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.2M |
| 5 |
JP Morgan Chase
New York
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$140M |
| 2 |
Axa
Paris,
France
|
-$69.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$69.7M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
-$68.1M |
| 5 |
SG Americas Securities
New York
|
-$60.3M |
LNC Hedge Fund Activity: Q1 2015 in Review
588 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2015, worth a combined $12.2B — down 1.9% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LNC positions and 41 closed out — a net gain of 11 holders — while 220 added to existing stakes and 218 trimmed.
The largest buyer was Cornerstone Investment Partners, adding an estimated $111M. The largest seller was OppenheimerFunds, cutting an estimated $140M.
- 588 institutional investors held Lincoln National (LNC) as of Q1 2015, up from 585 in Q4 2014.
- Funds reported $12.2B of Lincoln National stock for Q1 2015, down 1.9% quarter-over-quarter.
- 52 funds opened new Lincoln National positions in Q1 2015 and 41 closed out, a net change of +11 holders.
- The largest Lincoln National buyer in Q1 2015 was Cornerstone Investment Partners, an estimated $111M added.
- The largest Lincoln National seller in Q1 2015 was OppenheimerFunds, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2015.