Lincoln National
655 hedge funds and large institutions have $9.81B invested in Lincoln National in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 206 increasing their positions, 244 reducing their positions, and 54 closing their positions.
48% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 54
31% more call options, than puts
Call options by funds: $20.6M | Put options by funds: $15.7M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
13% more capital invested
Capital invested by funds: $8.67B → $9.81B (+$1.14B)
3% more funds holding
Funds holding: 635 → 655 (+20)
1.18% more ownership
Funds ownership: 80.63% → 81.81% (+1.2%)
16% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 244
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$24.9M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$21.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.5M |
| 4 |
LAM
Lyrical Asset Management
New York
|
+$16.9M |
| 5 |
Man Group
London,
United Kingdom
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$124M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$99.8M |
| 3 |
BlackRock
New York
|
-$75.3M |
| 4 |
LCS
Levin Capital Strategies
New York
|
-$53.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.2M |
LNC Hedge Fund Activity: Q1 2019 in Review
655 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2019, worth a combined $9.81B — up 13% from $8.67B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new LNC positions and 54 closed out — a net gain of 26 holders — while 206 added to existing stakes and 244 trimmed.
The largest buyer was Millennium Management, adding an estimated $24.9M. The largest seller was JP Morgan Chase, cutting an estimated $124M.
- 655 institutional investors held Lincoln National (LNC) as of Q1 2019, up from 635 in Q4 2018.
- Funds reported $9.81B of Lincoln National stock for Q1 2019, up 13% quarter-over-quarter.
- 80 funds opened new Lincoln National positions in Q1 2019 and 54 closed out, a net change of +26 holders.
- The largest Lincoln National buyer in Q1 2019 was Millennium Management, an estimated $24.9M added.
- The largest Lincoln National seller in Q1 2019 was JP Morgan Chase, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2019.