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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
RJFSA
276
Raymond James Financial Services Advisors
Florida
$1.46M -$1.64M -38,945 -53%
NJBEST
277
New Jersey Better Educational Savings Trust
New Jersey
$1.43M – – –
KBC Group
278
KBC Group
Belgium
$1.4M -$486K -11,506 -26%
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$1.38M +$1.6K +38 +0.1%
GH
280
GAM Holding
Switzerland
$1.37M +$1.38M +32,695 New
LPC
281
Loeb Partners Corp
New York
$1.37M +$1.38M +32,700 New
BCM
282
Birmingham Capital Management
Alabama
$1.37M – – –
T
283
TradeWorx
New Jersey
$1.35M +$1.36M +32,234 New
NC
284
Northpointe Capital
Michigan
$1.35M +$707K +16,759 +108%
AAM
285
Aureus Asset Management
Massachusetts
$1.35M -$59.1K -1,400 -4%
RCM
286
Riverhead Capital Management
Delaware
$1.34M – – –
LS
287
Livforsakringsbolaget Skandia
Sweden
$1.33M – – –
IC
288
IKOS CIF
Cyprus
$1.24M +$1.24M +29,283 New
PWAG
289
Polaris Wealth Advisory Group
California
$1.24M +$1.25M +29,540 New
Janus Henderson Group
290
Janus Henderson Group
United Kingdom
$1.18M – – –
PP
291
Paloma Partners
Connecticut
$1.18M +$870K +20,607 +273%
FMWA
292
Forvis Mazars Wealth Advisors
Missouri
$1.17M +$1.18M +27,890 New
Jane Street
293
Jane Street
New York
$1.13M +$716K +16,971 +169%
BA
294
Bridgewater Associates
Connecticut
$1.13M +$730K +17,300 +178%
CCM
295
Cai Capital Management
New York
$1.13M +$284K +6,721 +33%
TMAM
296
Tokio Marine Asset Management
Japan
$1.12M -$105K -2,483 -9%
GI
297
GLG Inc
New York
$1.12M -$985K -23,339 -47%
AAM
298
Aberdeen Asset Management
United Kingdom
$1.09M -$34.2K -810 -3%
William Blair & Company
299
William Blair & Company
Illinois
$1.09M -$127K -3,012 -10%
WT
300
Wilmington Trust
Delaware
$1.07M +$280K +6,624 +35%
10 11
12
13 14

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.