Lincoln National
LNC
672 hedge funds and large institutions have $11.2B invested in Lincoln National in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 224 increasing their positions, 250 reducing their positions, and 69 closing their positions.
10% more call options, than puts
Call options by funds: $49.5M | Put options by funds: $45M
0.43% less ownership
Funds ownership: 82.43% → 82% (-0.43%)
9% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 69
2% less funds holding
Funds holding: 686 → 672 (-14)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
10% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 250
15% less capital invested
Capital invested by funds: $13.1B → $11.2B (-$1.98B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$176M |
| 2 |
JP Morgan Chase
New York
|
+$110M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
+$55.8M |
| 4 |
Millennium Management
New York
|
+$53.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$62.2M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$61.3M |
| 3 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
-$45.5M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$41.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.4M |
LNC Hedge Fund Activity: Q2 2018 in Review
672 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2018, worth a combined $11.2B — down 15% from $13.1B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of LNC and 63 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 224 added.
The largest buyer was Viking Global Investors, adding an estimated $176M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $62.2M sold.
- 672 institutional investors held Lincoln National (LNC) as of Q2 2018, down from 686 in Q1 2018.
- Funds reported $11.2B of Lincoln National stock for Q2 2018, down 15% quarter-over-quarter.
- 63 funds opened new Lincoln National positions in Q2 2018 and 69 closed out, a net change of -6 holders.
- The largest Lincoln National buyer in Q2 2018 was Viking Global Investors, an estimated $176M added.
- The largest Lincoln National seller in Q2 2018 was Bridgeway Capital Management, an estimated $62.2M sold.
Based on aggregated 13F filings for Q2 2018.