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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
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
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
376
Diversified Trust
Tennessee
$463K -$476K -8,609 -54%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$461K -$42.9K -776 -9%
SI
378
Stephens Inc
Arkansas
$460K -$11.1K -200 -3%
SIA
379
Sit Investment Associates
Minnesota
$442K
RIL
380
Rothschild Investment LLC
Illinois
$440K
RCAG
381
Rehmann Capital Advisory Group
Michigan
$439K -$276 -5 -0.1%
SAM
382
Summit Asset Management
Tennessee
$436K
CANY
383
Caxton Associates (New York)
New York
$431K +$382K +6,920 New
1WA
384
180 Wealth Advisors
Washington
$426K -$78.9K -1,428 -19%
BCM
385
Brookstone Capital Management
Illinois
$420K +$373K +6,749 New
SP
386
Symmetry Partners
Connecticut
$412K +$366K +6,621 New
CI
387
Cigna Investments
Connecticut
$409K +$9.39K +170 +3%
IRF
388
IBM Retirement Fund
New York
$408K -$30.8K -558 -8%
CSIC
389
Clifford Swan Investment Counsel
California
$408K -$1.27K -23 -0.3%
RFC
390
Regions Financial Corp
Alabama
$406K -$8.23K -149 -2%
HW
391
Hancock Whitney
Mississippi
$405K
VFA
392
Valeo Financial Advisors
Indiana
$402K
V
393
Veritable
Delaware
$399K
EAM
394
Erste Asset Management
Austria
$395K
EGM
395
Engineers Gate Manager
New York
$393K -$662K -11,987 -66%
ECM
396
Everence Capital Management
Indiana
$392K -$527K -9,540 -60%
TPWA
397
TRUE Private Wealth Advisors
Oregon
$388K -$9.73K -176 -3%
GC
398
Grimes & Company
Massachusetts
$388K
SFC
399
SYM Financial Corp
Indiana
$384K -$171K -3,086 -33%
PSUF
400
People's United Financial
Connecticut
$382K +$98.7K +1,786 +41%