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Lincoln National
LNC

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473 → 519 (+46)

2.82% more ownership

Funds ownership: 85.58% → 88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$199M
2
Goldman Sachs
Goldman Sachs
New York
+$165M
3
FAM
Fred Alger Management
New York
+$56.5M
4
Ameriprise
Ameriprise
Minnesota
+$50.8M
5
Deutsche Bank
Deutsche Bank
Germany
+$35.9M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$83.4M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$59.2M
3
PP
Prudential plc
United Kingdom
-$48.1M
4
O
OppenheimerFunds
New York
-$44.2M
5
PRCM
Pine River Capital Management
Minnesota
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
451
Whittier Trust
California
$167K – – –
DA
452
Denali Advisors
California
$147K -$4.38M -103,800 -97%
GLI
453
Guardian Life Insurance
New York
$135K -$1.73K -41 -1%
AAM
454
Advisors Asset Management
Colorado
$135K +$68.6K +1,626 +102%
IMS
455
Index Management Solutions
Pennsylvania
$131K +$132K +3,130 New
FHA
456
First Horizon Advisors
Tennessee
$128K +$107K +2,531 +501%
CTC
457
Central Trust Company
Missouri
$126K +$127K +3,005 New
SHWM
458
Smith & Howard Wealth Management
Georgia
$123K – – –
ECM
459
Endex Capital Management
Kansas
$116K – – –
DVM
460
Dreman Value Management
Florida
$116K +$117K +2,769 New
SSB
461
Sandy Spring Bank
Maryland
$107K – – –
NYLT
462
New York Life Trust
New York
$99K +$35.4K +839 +55%
HCM
463
Highlander Capital Management
New Jersey
$92.4K -$21.1K -500 -19%
SF
464
Synovus Financial
Georgia
$91K +$5.91K +140 +7%
GIS
465
Guardian Investor Services
New York
$90K -$2.32K -55 -2%
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90K – – –
RA
467
Royce & Associates
New York
$84K -$97.1K -2,300 -53%
WA
468
WFG Advisors
Texas
$84K +$42 +1 +0.1%
PCM
469
Prelude Capital Management
New York
$81K -$3.12K -74 -4%
Parallax Volatility Advisers
470
Parallax Volatility Advisers
California
$80K -$51.2K -1,212 -39%
ARMC
471
American Research & Management Company
Massachusetts
$63K – – –
ECM
472
ETrade Capital Management
Virginia
$62K +$60.4K +1,431 +2,511%
SAMC
473
Shinko Asset Management Company
Japan
$59K – – –
PTC
474
Private Trust Company
Ohio
$57K -$3.5K -83 -6%
AFC
475
AFT Forsyth & Company
Florida
$57K – – –
17 18
19
20 21

LNC Hedge Fund Activity: Q3 2013 in Review

519 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2013, worth a combined $9.79B — up 17% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LNC positions and 26 closed out — a net gain of 50 holders — while 162 added to existing stakes and 215 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $199M. The largest seller was Systematic Financial Management, cutting an estimated $83.4M.

  • 519 institutional investors held Lincoln National (LNC) as of Q3 2013, up from 473 in Q2 2013.
  • Funds reported $9.79B of Lincoln National stock for Q3 2013, up 17% quarter-over-quarter.
  • 76 funds opened new Lincoln National positions in Q3 2013 and 26 closed out, a net change of +50 holders.
  • The largest Lincoln National buyer in Q3 2013 was AllianceBernstein, an estimated $199M added.
  • The largest Lincoln National seller in Q3 2013 was Systematic Financial Management, an estimated $83.4M sold.

Based on aggregated 13F filings for Q3 2013.