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Lincoln National
LNC

Overview Fund Activity

618 hedge funds and large institutions have $9.47B invested in Lincoln National in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 189 increasing their positions, 226 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
12.2%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
73
Increased
189
Reduced
226
Closed
66
Calls
$57.8M
Puts
$69M
Net Calls
-$11.2M
Net Calls Change
-$41.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$96.8M
2
Ameriprise
Ameriprise
Minnesota
+$71.6M
3
SI
Scout Investments
Missouri
+$43.2M
4
Truist Financial
Truist Financial
North Carolina
+$39.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$63.7M
2
AL
AJO LP
Pennsylvania
-$52.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$48M
4
Man Group
Man Group
United Kingdom
-$46.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
451
Equitable Holdings
New York
$238K +$238K +4,025 New
WSFS
452
Wilmington Savings Fund Society
Delaware
$238K +$238K +4,031 New
Luther King Capital Management (LKCM)
453
Luther King Capital Management (LKCM)
Texas
$236K – – –
1SB
454
1ST Source Bank
Indiana
$233K – – –
BCWM
455
Bartlett & Co Wealth Management
Ohio
$231K +$21.2K +360 +10%
IAMOG
456
Investors Asset Management of Georgia
Georgia
$227K – – –
WIA
457
Wealthstreet Investment Advisors
Texas
$226K – – –
BCM
458
Brookstone Capital Management
Illinois
$222K – – –
PIA
459
Piedmont Investment Advisors
North Carolina
$222K +$222K +3,767 New
SCM
460
Stevens Capital Management
Pennsylvania
$219K +$219K +3,715 New
AIP
461
Ameritas Investment Partners
Nebraska
$214K – – –
TAM
462
Tocqueville Asset Management
New York
$212K – – –
MYAM
463
Meiji Yasuda Asset Management
Japan
$211K – – –
HB
464
Homrich & Berg
Georgia
$211K +$211K +3,573 New
WG
465
Winton Group
United Kingdom
$209K -$4.46M -75,492 -96%
BO
466
Bach Option
Hong Kong
$209K +$209K +3,547 New
NNP
467
Nachman Norwood & Parrott
South Carolina
$207K – – –
SAM
468
Secure Asset Management
Michigan
$207K +$207K +3,512 New
GWM
469
Geneos Wealth Management
Colorado
$206K – – –
BOH
470
Bank of Hawaii
Hawaii
$205K – – –
FG
471
Fiduciary Group
Georgia
$205K – – –
VI
472
Vestcor Inc
New Brunswick, Canada
$203K +$203K +3,439 New
SPIA
473
Steward Partners Investment Advisory
New York
$196K -$138K -2,353 -41%
M
474
Mirova
France
$189K +$58.6K +991 +45%
MCM
475
McMillion Capital Management
North Carolina
$186K -$34.9K -591 -16%
17 18
19
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