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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$406K +9,552 +472%
SRC
327
Shufro Rose & Co
New York
$578K
ACP
328
Arcus Capital Partners
Georgia
$574K -$64.3K -1,512 -12%
LSERS
329
Louisiana State Employees Retirement System
Louisiana
$569K +$89.3K +2,100 +23%
BMSSC
330
B. Metzler seel. Sohn & Co
Germany
$565K +$485K +11,403 New
N
331
Natixis
France
$562K +$475K +11,173 New
Mariner
332
Mariner
Kansas
$560K -$6.25K -147 -1%
AB
333
Amalgamated Bank
New York
$551K -$2.04K -48 -0.4%
KAS
334
Kestra Advisory Services
Texas
$548K +$470K +11,054 New
CIM
335
Cambria Investment Management
California
$547K -$25K -588 -5%
HNB
336
Huntington National Bank
Ohio
$538K -$59.7K -1,405 -12%
SS
337
Simplicity Solutions
Minnesota
$538K +$455K +10,695 New
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$537K -$130K -3,051 -22%
GT
339
Greenleaf Trust
Michigan
$537K +$66.5K +1,564 +17%
SIC
340
Salem Investment Counselors
North Carolina
$532K
CC
341
Centiva Capital
New York
$530K -$468K -11,004 -51%
CG
342
Caprock Group
Idaho
$529K +$131K +3,090 +42%
BFO
343
Boston Family Office
Massachusetts
$517K
B
344
BP
United Kingdom
$516K -$270K -6,351 -38%
LNWWM
345
Laird Norton Wetherby Wealth Management
California
$516K -$60.7K -1,427 -12%
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$515K +$435K +10,230 New
X
347
Xponance
Pennsylvania
$510K +$14.6K +344 +4%
GFA
348
Gifford Fong Associates
California
$503K
NMIMC
349
Northwestern Mutual Investment Management Company
Wisconsin
$502K -$27.5K -646 -6%
S
350
Seeyond
France
$496K -$47.9K -1,126 -10%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.