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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 %
WIA
426
Wealthstreet Investment Advisors
Texas
$329K – – –
NNP
427
Nachman Norwood & Parrott
South Carolina
$329K +$3.92K +63 +1%
PWW
428
Pettyjohn Wood & White
Virginia
$327K – – –
CBFP
429
Cedar Brook Financial Partners
Ohio
$326K +$14.9K +240 +5%
RC
430
RegentAtlantic Capital
New Jersey
$323K -$27.1K -436 -8%
BWP
431
BSW Wealth Partners
Colorado
$320K +$320K +5,139 New
ONGA
432
O'Neil Global Advisors
California
$319K +$319K +5,118 New
FWIA
433
Fort Washington Investment Advisors
Ohio
$316K -$12.5K -201 -4%
Federated Hermes
434
Federated Hermes
Pennsylvania
$311K -$207K -3,314 -40%
WA
435
Wealth Alliance
New York
$309K -$73.8K -1,184 -19%
HSA
436
HBK Sorce Advisory
Pennsylvania
$309K +$2.05K +33 +0.7%
WPW
437
Waldron Private Wealth
Pennsylvania
$308K – – –
KTA
438
Keeley-Teton Advisors
Illinois
$306K – – –
MFS
439
Mirabella Financial Services
United Kingdom
$306K +$306K +4,919 New
BF
440
BOK Financial
Oklahoma
$305K +$305K +4,910 New
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$304K -$30.6K -491 -9%
SCA
442
Snowden Capital Advisors
New York
$302K +$50.8K +816 +20%
SW
443
SkyOak Wealth
Michigan
$286K – – –
JCM
444
Jacobi Capital Management
Pennsylvania
$285K +$2.37K +38 +0.8%
GF
445
Gries Financial
Ohio
$275K +$275K +4,000 New
IC
446
IEQ Capital
California
$272K +$272K +4,360 New
QCG
447
Quadrant Capital Group
Ohio
$271K -$7.04K -113 -3%
CC
448
Centiva Capital
New York
$267K -$387K -6,232 -59%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$265K +$26.4K +423 +11%
RIM
450
Redpoint Investment Management
Australia
$262K – – –
16 17
18
19 20