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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
NCMW
351
Northern Capital Management (Wisconsin)
Wisconsin
$532K -$363K -8,600 -40%
SFP
352
Santa Fe Partners
New Mexico
$531K +$533K +12,633 New
LA
353
Lau Associates
Delaware
$525K – – –
AIM
354
AMI Investment Management
Indiana
$523K – – –
Commonwealth Equity Services
355
Commonwealth Equity Services
Massachusetts
$518K +$103K +2,443 +25%
Verition Fund Management
356
Verition Fund Management
Connecticut
$517K -$240K -5,689 -32%
SIM
357
Sentry Investment Management
Wisconsin
$516K -$33.8K -800 -6%
HPBT
358
High Point Bank & Trust
North Carolina
$512K – – –
CFA
359
Carroll Financial Associates
North Carolina
$506K – – –
PAM
360
Paradigm Asset Management
New York
$498K -$84.4K -2,000 -14%
NCCM
361
Nine Chapters Capital Management
New Jersey
$487K +$490K +11,600 New
IAM
362
Integre Asset Management
New York
$485K – – –
SCM
363
Stux Capital Management
New York
$479K +$481K +11,400 New
ZAM
364
Zenit Asset Management
Sweden
$478K +$484K +11,467 New
CG
365
Colony Group
Massachusetts
$474K -$170K -4,023 -26%
DTL
366
Dynamic Technology Lab
Singapore
$474K +$477K +11,300 New
TRCT
367
Tower Research Capital (TRC)
New York
$468K +$231K +5,483 +97%
PCMI
368
Paradigm Capital Management Inc
New York
$463K +$465K +11,025 New
BC
369
Barnett & Company
Tennessee
$457K +$155K +3,670 +51%
CSIC
370
Clifford Swan Investment Counsel
California
$455K – – –
IRS
371
Invictus RG (Singapore)
Singapore
$455K +$171K +4,042 +60%
HMS
372
Hanseatic Management Services
New Mexico
$451K – – –
WF
373
Welch & Forbes
Massachusetts
$443K -$63.3K -1,500 -12%
FNBOO
374
First National Bank of Omaha
Nebraska
$443K -$35.6K -843 -7%
NPPM
375
North Point Portfolio Managers
Ohio
$437K – – –
13 14
15
16 17

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.