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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
CB
401
Commerce Bank
Missouri
$344K +$290K +6,828 New
RFC
402
Regions Financial Corp
Alabama
$336K -$11.3K -265 -4%
Nomura Holdings
403
Nomura Holdings
Japan
$331K -$257K -6,038 -48%
CSIC
404
Clifford Swan Investment Counsel
California
$331K -$12.5K -293 -4%
NIM
405
NuWave Investment Management
New Jersey
$330K +$125K +2,934 +81%
HW
406
Hancock Whitney
Mississippi
$328K +$277K +6,510 New
VFA
407
Valeo Financial Advisors
Indiana
$325K -$33.9K -798 -11%
V
408
Veritable
Delaware
$322K -$129K -3,042 -32%
WAS
409
Wealth Advisory Solutions
Indiana
$322K -$24.5K -576 -8%
TPWA
410
TRUE Private Wealth Advisors
Oregon
$322K -$18.8K -443 -6%
YIH
411
Y-Intercept (HK)
Hong Kong
$322K +$276K +6,485 New
CI
412
Cigna Investments
Connecticut
$321K +$272K +6,394 New
AAM
413
Advisors Asset Management
Colorado
$320K -$36.3K -853 -12%
GI
414
Gradient Investments
Minnesota
$320K
SWM
415
SeaCrest Wealth Management
New York
$317K -$15.7K -369 -6%
ECM
416
ExodusPoint Capital Management
New York
$316K +$267K +6,289 New
NICM
417
Neo Ivy Capital Management
New York
$315K +$263K +6,175 +6,640%
SCM
418
Stevens Capital Management
Pennsylvania
$315K +$266K +6,259 New
B
419
Barings
North Carolina
$314K -$183K -4,315 -41%
GC
420
Grimes & Company
Massachusetts
$313K +$265K +6,228 New
EAM
421
Erste Asset Management
Austria
$310K -$264K -6,200 -50%
FT
422
Fiduciary Trust
Massachusetts
$309K -$21.3K -500 -8%
WA
423
Wealth Alliance
New York
$309K +$261K +6,141 New
SBSB
424
Sullivan, Bruyette, Speros & Blaney
Virginia
$307K
FWP
425
FAS Wealth Partners
Kansas
$304K +$257K +6,048 New

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.