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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 %
JG
326
Jefferies Group
New York
$977K -$985K -19,094 -50%
PP
327
Palladium Partners
Virginia
$972K -$2.58K -50 -0.3%
CPIM
328
Columbia Partners Investment Management
Virginia
$969K +$969K +18,773 New
PWW
329
Pettyjohn Wood & White
Virginia
$965K -$85.7K -1,660 -8%
LPL Financial
330
LPL Financial
California
$941K +$145K +2,817 +18%
FA
331
FDx Advisors
Illinois
$907K +$25K +484 +3%
WTNA
332
Wilmington Trust National Association
Delaware
$902K +$80.6K +1,561 +10%
LWM
333
LBA Wealth Management
Florida
$888K +$888K +17,204 New
JIC
334
Johnson Investment Counsel
Ohio
$878K -$1.75K -34 -0.2%
CG
335
Colony Group
Massachusetts
$843K +$260K +5,038 +45%
IFB
336
iAB Financial Bank
Indiana
$834K – – –
PFP
337
Pinnacle Financial Partners
Tennessee
$821K -$5.16K -100 -0.6%
KAM
338
Keeley Asset Management
Illinois
$813K -$56.4K -1,093 -6%
T
339
TradeWorx
New Jersey
$795K -$869K -16,830 -52%
V
340
Veritable
Delaware
$775K +$284K +5,499 +58%
VFP
341
Verus Financial Partners
Virginia
$768K – – –
YMRC
342
Yorktown Management & Research Company
Virginia
$759K +$243K +4,700 +47%
WA
343
Whitebox Advisors
Minnesota
$758K +$758K +14,685 New
DSC
344
Duncker Streett & Co
Missouri
$755K – – –
PAG
345
Private Advisor Group
New Jersey
$728K +$728K +14,108 New
Mackenzie Financial
346
Mackenzie Financial
Ontario, Canada
$723K -$17.9K -346 -2%
IGIM
347
I.G. Investment Management
Manitoba, Canada
$720K -$222K -4,300 -24%
Nordea Investment Management
348
Nordea Investment Management
Sweden
$718K – – –
LIM
349
Leavell Investment Management
Alabama
$717K – – –
GVT
350
Genesee Valley Trust
New York
$689K -$156K -3,031 -18%
12 13
14
15 16