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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
SBSB
401
Sullivan, Bruyette, Speros & Blaney
Virginia
$380K
GWM
402
Geneos Wealth Management
Colorado
$380K +$243K +4,400 +286%
LOAME
403
Lombard Odier Asset Management (Europe)
United Kingdom
$379K +$336K +6,084 New
WF
404
Welch & Forbes
Massachusetts
$374K
BFC
405
Bedel Financial Consulting
Indiana
$369K
RJT
406
Raymond James Trust
Florida
$369K
FWP
407
FAS Wealth Partners
Kansas
$367K -$8.4K -152 -3%
PA
408
Parallel Advisors
California
$365K -$6.19K -112 -2%
MAFM
409
Mid Atlantic Financial Management
Pennsylvania
$363K
FT
410
Fiduciary Trust
Massachusetts
$360K -$20.7K -375 -6%
AG
411
Algert Global
California
$360K +$320K +5,784 New
AIP
412
Ahrens Investment Partners
Louisiana
$357K
GAM
413
Gotham Asset Management
New York
$354K +$90K +1,628 +40%
SWM
414
SeaCrest Wealth Management
New York
$353K -$35.4K -640 -10%
AAS
415
Avantax Advisory Services
Texas
$352K -$7.29K -132 -2%
NSIM
416
North Star Investment Management
Illinois
$350K
NB
417
Norinchukin Bank
Japan
$347K +$11.6K +210 +4%
MME
418
Meag Munich Ergo
Germany
$345K +$306K +5,544 New
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$344K -$8.68K -157 -3%
CFO
420
Colony Family Offices
North Carolina
$344K +$306K +5,529 New
KFGK
421
Keystone Financial Group (Kentucky)
Kentucky
$343K +$8.73K +158 +3%
WS
422
Wedbush Securities
California
$343K +$304K +5,505 New
CFB
423
Cullen/Frost Bankers
Texas
$342K -$387 -7 -0.1%
DC
424
Davenport & Co
Virginia
$342K +$7.46K +135 +3%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$341K -$1.05K -19 -0.3%