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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 %
LOAME
401
Lombard Odier Asset Management (Europe)
United Kingdom
$379K +$379K +6,084 New
WF
402
Welch & Forbes
Massachusetts
$374K – – –
BFC
403
Bedel Financial Consulting
Indiana
$369K – – –
RJT
404
Raymond James Trust
Florida
$369K – – –
FWP
405
FAS Wealth Partners
Kansas
$367K -$9.46K -152 -3%
PA
406
Parallel Advisors
California
$365K -$6.98K -112 -2%
MAFM
407
Mid Atlantic Financial Management
Pennsylvania
$363K – – –
FT
408
Fiduciary Trust
Massachusetts
$360K -$23.4K -375 -6%
AG
409
Algert Global
California
$360K +$360K +5,784 New
AIP
410
Ahrens Investment Partners
Louisiana
$357K – – –
GAM
411
Gotham Asset Management
New York
$354K +$101K +1,628 +40%
SWM
412
SeaCrest Wealth Management
New York
$353K -$39.9K -640 -10%
AAS
413
Avantax Advisory Services
Texas
$352K -$8.22K -132 -2%
NSIM
414
North Star Investment Management
Illinois
$350K – – –
NB
415
Norinchukin Bank
Japan
$347K +$13.1K +210 +4%
MME
416
Meag Munich Ergo
Germany
$345K +$345K +5,544 New
SVWAG
417
Sound View Wealth Advisors Group
Georgia
$344K -$9.77K -157 -3%
CFO
418
Colony Family Offices
North Carolina
$344K +$344K +5,529 New
KFGK
419
Keystone Financial Group (Kentucky)
Kentucky
$343K +$9.83K +158 +3%
WS
420
Wedbush Securities
California
$343K +$343K +5,505 New
CFB
421
Cullen/Frost Bankers
Texas
$342K -$435 -7 -0.1%
DC
422
Davenport & Co
Virginia
$342K +$8.41K +135 +3%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$341K -$1.18K -19 -0.3%
MYAM
424
Meiji Yasuda Asset Management
Japan
$336K +$336K +5,389 New
MML Investors Services
425
MML Investors Services
Massachusetts
$330K +$12.8K +205 +4%
15 16
17
18 19