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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
Baird Financial Group
376
Baird Financial Group
Wisconsin
$412K -$20.8K -490 -6%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$411K +$348K +8,176 New
RIM
378
Regent Investment Management
Kentucky
$409K -$42.5K -1,000 -11%
1WA
379
180 Wealth Advisors
Washington
$402K +$10.2K +240 +3%
PL
380
Plancorp LLC
Missouri
$400K -$20.7K -488 -6%
HighTower Advisors
381
HighTower Advisors
Illinois
$394K +$16.2K +381 +5%
CAN
382
Claraphi Advisory Network
United States
$394K +$333K +7,835 New
OQS
383
Occudo Quantitative Strategies
Florida
$394K +$333K +7,839 New
HMS
384
Hanseatic Management Services
New Mexico
$383K +$324K +7,612 New
SI
385
Stephens Inc
Arkansas
$382K
ALAM
386
Asahi Life Asset Management
Japan
$379K +$51.9K +1,220 +19%
ICM
387
IMS Capital Management
Oregon
$378K +$320K +7,520 New
S
388
SignatureFD
Georgia
$376K -$17.8K -418 -5%
PP
389
Paloma Partners
Connecticut
$375K -$1.83M -42,946 -85%
DADC
390
D.A. Davidson & Co
Montana
$373K +$8.5K +200 +3%
BDF
391
Balasa Dinverno & Foltz
$364K +$17.4K +409 +6%
DAS
392
Dynamic Advisor Solutions
Arizona
$364K +$308K +7,239 New
WANY
393
Wealthspire Advisors (New York)
New York
$363K +$307K +7,212 New
GTCM
394
Gyon Technologies Capital Management
New Jersey
$363K +$307K +7,213 New
IRF
395
IBM Retirement Fund
New York
$358K +$302K +7,113 New
SIA
396
Sit Investment Associates
Minnesota
$357K
RIL
397
Rothschild Investment LLC
Illinois
$355K
RCAG
398
Rehmann Capital Advisory Group
Michigan
$355K +$14.2K +335 +5%
SAM
399
Summit Asset Management
Tennessee
$353K
WP
400
WealthSource Partners
California
$348K -$56.7K -1,333 -16%

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.