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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
FA
326
FDx Advisors
Illinois
$717K +$196K +4,642 +37%
JIC
327
Johnson Investment Counsel
Ohio
$716K -$263K -6,230 -27%
KAM
328
Keeley Asset Management
Illinois
$708K +$54.9K +1,300 +8%
GVT
329
Genesee Valley Trust
New York
$688K -$240K -5,676 -26%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$680K – – –
IFB
331
iAB Financial Bank
Indiana
$679K – – –
LPL Financial
332
LPL Financial
California
$678K -$43.7K -1,035 -6%
PFPT
333
Pinnacle Financial Partners (Tennessee)
Tennessee
$672K -$31.7K -750 -4%
LMGAM
334
Liberty Mutual Group Asset Management
Massachusetts
$672K +$133K +3,141 +24%
DCM
335
Dynamic Capital Management
Jersey
$668K +$671K +15,900 New
WTNA
336
Wilmington Trust National Association
Delaware
$668K +$671K +15,907 New
Capital Fund Management (CFM)
337
Capital Fund Management (CFM)
France
$653K -$5.29M -125,308 -89%
VFP
338
Verus Financial Partners
Virginia
$625K – – –
P
339
Pitcairn
Pennsylvania
$625K +$285K +6,755 +83%
DSC
340
Duncker Streett & Co
Missouri
$615K -$211K -5,000 -25%
MGIA
341
Moneta Group Investment Advisors
Missouri
$606K +$609K +14,425 New
Mackenzie Financial
342
Mackenzie Financial
Ontario, Canada
$602K -$66.9K -1,584 -10%
NIM
343
NuWave Investment Management
New Jersey
$594K +$597K +14,141 New
Nordea Investment Management
344
Nordea Investment Management
Sweden
$584K – – –
LIM
345
Leavell Investment Management
Alabama
$583K – – –
DDPIC
346
Deroy & Devereaux Private Investment Counsel
Michigan
$569K -$125K -2,950 -18%
VAM
347
Visium Asset Management
New York
$561K +$564K +13,356 New
Tudor Investment Corp
348
Tudor Investment Corp
Connecticut
$550K +$207K +4,900 +60%
SC
349
Scotia Capital
Ontario, Canada
$543K -$91.1K -2,158 -14%
RIL
350
Rothschild Investment LLC
Illinois
$540K -$46.4K -1,100 -8%
12 13
14
15 16

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.