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Lincoln National

535 hedge funds and large institutions have $4.7B invested in Lincoln National in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 171 increasing their positions, 212 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $38.4M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.01% less ownership

Funds ownership: 79.17%78.16% (-1%)

5% less funds holding

Funds holding: 562535 (-27)

16% less capital invested

Capital invested by funds: $5.61B → $4.7B (-$915M)

19% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 212

26% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 81

Holders
535
Holders Change
-27
Holders Change %
-4.8%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
60
Increased
171
Reduced
212
Closed
81
Calls
$47.7M
Puts
$38.4M
Net Calls
+$9.31M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
276
First Hawaiian Bank
Hawaii
$557K -$124K -3,465 -16%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$557K +$6.71K +188 +1%
BF
278
BOK Financial
Oklahoma
$545K +$16.3K +456 +3%
Brown Advisory
279
Brown Advisory
Maryland
$534K +$108K +3,025 +22%
DA
280
Denali Advisors
California
$533K -$143K -4,000 -19%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$527K +$206K +5,782 +52%
B
282
BP
United Kingdom
$520K -$157K -4,400 -21%
1IA
283
1834 Investment Advisors
Wisconsin
$518K -$77.2K -2,164 -12%
SAM
284
Securian Asset Management
Minnesota
$515K -$45.2K -1,267 -7%
II
285
IFM Investors
Australia
$506K +$67.9K +1,902 +13%
DT
286
Diversified Trust
Tennessee
$502K
TNA
287
True North Advisors
Texas
$502K +$572K +16,039 New
CIBC World Market
288
CIBC World Market
Ontario, Canada
$500K +$37.8K +1,059 +7%
EBSAM
289
Eubel Brady & Suttman Asset Management
Ohio
$491K
TEE
290
Tibra Equities Europe
United Kingdom
$479K +$546K +15,300 New
CANY
291
Caxton Associates (New York)
New York
$466K +$62.3K +1,744 +13%
HIC
292
Holderness Investments Company
North Carolina
$464K -$39.3K -1,100 -7%
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$456K -$50.5K -1,415 -9%
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$439K -$177K -4,956 -26%
Creative Planning
295
Creative Planning
Kansas
$436K +$113K +3,161 +29%
BC
296
Burney Company
Virginia
$435K +$495K +13,869 New
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$434K -$102K -2,860 -17%
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$430K +$4.78K +134 +1%
IB
299
Intrust Bank
Kansas
$422K -$80.1K -2,245 -14%
Jane Street
300
Jane Street
New York
$416K -$1.39M -38,898 -75%

LNC Hedge Fund Activity: Q3 2020 in Review

535 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2020, worth a combined $4.7B — down 16% from $5.61B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of LNC and 60 opened new positions — a net loss of 21 holders — while 212 trimmed existing stakes and 171 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $78.7M. The largest seller was Vanguard Group, cutting an estimated $70.3M.

  • 535 institutional investors held Lincoln National (LNC) as of Q3 2020, down from 562 in Q2 2020.
  • Funds reported $4.7B of Lincoln National stock for Q3 2020, down 16% quarter-over-quarter.
  • 60 funds opened new Lincoln National positions in Q3 2020 and 81 closed out, a net change of -21 holders.
  • The largest Lincoln National buyer in Q3 2020 was Prudential plc, an estimated $78.7M added.
  • The largest Lincoln National seller in Q3 2020 was Vanguard Group, an estimated $70.3M sold.

Based on aggregated 13F filings for Q3 2020.