Lincoln National
575 hedge funds and large institutions have $9.94B invested in Lincoln National in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 243 reducing their positions, and 43 closing their positions.
61% more call options, than puts
Call options by funds: $42.4M | Put options by funds: $26.3M
30% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 43
1% more funds holding
Funds holding: 567 → 575 (+8)
4% more capital invested
Capital invested by funds: $9.56B → $9.94B (+$382M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.45% less ownership
Funds ownership: 80.63% → 80.18% (-0.45%)
23% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 243
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$68.6M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$61.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$49.6M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$37.8M |
| 5 |
Morgan Stanley
New York
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$135M |
| 2 |
Neuberger Berman Group
New York
|
-$66.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$54M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$46.2M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$28M |
LNC Hedge Fund Activity: Q4 2015 in Review
575 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2015, worth a combined $9.94B — up 4% from $9.56B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new LNC positions and 43 closed out — a net gain of 13 holders — while 188 added to existing stakes and 243 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $68.6M. The largest seller was Victory Capital Management, cutting an estimated $135M.
- 575 institutional investors held Lincoln National (LNC) as of Q4 2015, up from 567 in Q3 2015.
- Funds reported $9.94B of Lincoln National stock for Q4 2015, up 4% quarter-over-quarter.
- 56 funds opened new Lincoln National positions in Q4 2015 and 43 closed out, a net change of +13 holders.
- The largest Lincoln National buyer in Q4 2015 was Goldman Sachs, an estimated $68.6M added.
- The largest Lincoln National seller in Q4 2015 was Victory Capital Management, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2015.