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Lincoln National
LNC

Overview Fund Activity

621 hedge funds and large institutions have $9.13B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 191 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.94%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
191
Reduced
224
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$135M
2
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
3
Invesco
Invesco
Georgia
+$32.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.3M
5
State Street
State Street
Massachusetts
+$28.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$77.8M
2
PP
Prudential plc
United Kingdom
-$71.4M
3
Man Group
Man Group
United Kingdom
-$45.1M
4
MCM
Moore Capital Management
New York
-$38.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
376
Stephens Inc
Arkansas
$460K -$12.4K -200 -3%
SIA
377
Sit Investment Associates
Minnesota
$442K – – –
RIL
378
Rothschild Investment LLC
Illinois
$440K – – –
RCAG
379
Rehmann Capital Advisory Group
Michigan
$439K -$311 -5 -0.1%
SAM
380
Summit Asset Management
Tennessee
$436K – – –
CANY
381
Caxton Associates (New York)
New York
$431K +$431K +6,920 New
1WA
382
180 Wealth Advisors
Washington
$426K -$98K -1,428 -19%
BCM
383
Brookstone Capital Management
Illinois
$420K +$420K +6,749 New
SP
384
Symmetry Partners
Connecticut
$412K +$412K +6,621 New
CI
385
Cigna Investments
Connecticut
$409K +$10.6K +170 +3%
IRF
386
IBM Retirement Fund
New York
$408K -$34.7K -558 -8%
CSIC
387
Clifford Swan Investment Counsel
California
$408K -$1.43K -23 -0.3%
RFC
388
Regions Financial Corp
Alabama
$406K -$9.27K -149 -2%
HW
389
Hancock Whitney
Mississippi
$405K – – –
VFA
390
Valeo Financial Advisors
Indiana
$402K – – –
V
391
Veritable
Delaware
$399K – – –
EAM
392
Erste Asset Management
Austria
$395K – – –
EGM
393
Engineers Gate Manager
New York
$393K -$746K -11,987 -66%
ECM
394
Everence Capital Management
Indiana
$392K -$594K -9,540 -60%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$388K -$10.9K -176 -3%
GC
396
Grimes & Company
Massachusetts
$388K – – –
SFC
397
SYM Financial Corp
Indiana
$384K -$192K -3,086 -33%
PSUF
398
People's United Financial
Connecticut
$382K +$111K +1,786 +41%
SBSB
399
Sullivan, Bruyette, Speros & Blaney
Virginia
$380K – – –
GWM
400
Geneos Wealth Management
Colorado
$380K +$282K +4,400 +286%
14 15
16
17 18