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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
WCM
426
Weld Capital Management
New York
$303K +$256K +6,031 New
WF
427
Welch & Forbes
Massachusetts
$302K +$255K +6,000 New
PA
428
Parallel Advisors
California
$300K +$146K +3,432 +135%
BFC
429
Bedel Financial Consulting
Indiana
$298K
RJT
430
Raymond James Trust
Florida
$298K +$252K +5,922 New
MAFM
431
Mid Atlantic Financial Management
Pennsylvania
$294K
AAS
432
Avantax Advisory Services
Texas
$291K -$313K -7,360 -56%
AIP
433
Ahrens Investment Partners
Louisiana
$289K -$231K -5,433 -49%
Parallax Volatility Advisers
434
Parallax Volatility Advisers
California
$287K +$242K +5,702 New
SVWAG
435
Sound View Wealth Advisors Group
Georgia
$286K +$242K +5,687 New
RC
436
RegentAtlantic Capital
New Jersey
$283K +$239K +5,631 New
NSIM
437
North Star Investment Management
Illinois
$282K
UIA
438
UBP Investment Advisors
Switzerland
$281K +$238K +5,588 New
CFB
439
Cullen/Frost Bankers
Texas
$277K -$42.5K -1,000 -15%
CIBC World Market
440
CIBC World Market
Ontario, Canada
$276K -$445K -10,471 -66%
DC
441
Davenport & Co
Virginia
$270K +$228K +5,358 New
NB
442
Norinchukin Bank
Japan
$270K +$228K +5,360 New
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$270K +$228K +5,367 New
KFGK
444
Keystone Financial Group (Kentucky)
Kentucky
$269K +$228K +5,356 New
WIA
445
Wealthstreet Investment Advisors
Texas
$266K +$224K +5,280 New
FWIA
446
Fort Washington Investment Advisors
Ohio
$266K +$225K +5,281 New
DCM
447
Dupont Capital Management
Delaware
$265K -$287K -6,755 -56%
UCFA
448
United Capital Financial Advisors
Texas
$264K +$223K +5,242 New
PWW
449
Pettyjohn Wood & White
Virginia
$264K +$224K +5,257 New
NNP
450
Nachman Norwood & Parrott
South Carolina
$263K -$7.74K -182 -3%

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.