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Lincoln National

559 hedge funds and large institutions have $5.6B invested in Lincoln National in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 169 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+44
Holders Change %
+8.54%
% of All Funds
11.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
96
Increased
169
Reduced
221
Closed
49
Calls
$52.2M
Puts
$49.5M
Net Calls
+$2.7M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
451
CSat Investment Advisory
Michigan
$74K +$37.8K +1,027 +105%
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K
BFIM
453
Beese Fulmer Investment Management
Ohio
$72K +$72K +1,952 New
DSC
454
Duncker Streett & Co
Missouri
$71K -$106K -2,900 -60%
SWM
455
Selective Wealth Management
Virginia
$70K +$61.3K +1,659 +703%
EP
456
Eudaimonia Partners
Tennessee
$69K +$148 +4 +0.2%
Credit Agricole
457
Credit Agricole
France
$66K +$36.7K +1,000 +125%
WTC
458
WhitTier Trust Company
Nevada
$61K
FMT
459
First Mercantile Trust
Tennessee
$59K -$3.29K -89 -5%
CAL
460
Capital Analysts LLC
Pennsylvania
$56K -$17.6K -481 -24%
RIM
461
Rampart Investment Management
Connecticut
$56K -$2.39K -65 -4%
PO
462
Private Ocean
California
$56K
EW
463
Evoke Wealth
California
$55K +$41.9K +1,140 +319%
Group One Trading
464
Group One Trading
Illinois
$53K +$53K +1,438 New
PCM
465
Prelude Capital Management
New York
$51K -$78K -2,136 -60%
TPCW
466
TD Private Client Wealth
New York
$49.7K +$32.5K +883 +188%
VCM
467
Versant Capital Management
Arizona
$49K +$581 +16 +1%
ZB
468
Zions Bancorporation
Utah
$49K +$38K +1,051 +345%
O
469
Ossiam
France
$49K +$49K +1,341 New
IRC
470
Investors Research Corp
Georgia
$48K
TFA
471
Toth Financial Advisory
Virginia
$46K
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$46K
LWANC
473
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K
GWS
474
Glassman Wealth Services
Virginia
$44K +$3.82K +103 +9%
CFD
475
Creative Financial Designs
Indiana
$44K +$44K +1,209 New