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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 %
MIC
451
Meridian Investment Counsel
California
$261K – – –
MHIC
452
Marble Harbor Investment Counsel
Massachusetts
$258K – – –
WP
453
WealthSource Partners
California
$255K -$176K -2,824 -41%
CICI
454
Capital Investment Counsel Inc
North Carolina
$252K +$252K +4,044 New
DCM
455
Dupont Capital Management
Delaware
$251K -$77K -1,236 -23%
EH
456
Equitable Holdings
New York
$251K – – –
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$250K +$250K +4,008 New
Luther King Capital Management (LKCM)
458
Luther King Capital Management (LKCM)
Texas
$249K – – –
UCFA
459
United Capital Financial Advisors
Texas
$248K -$78.6K -1,262 -24%
XT
460
XTX Topco
Cayman Islands
$243K +$243K +3,898 New
SFS
461
Sowell Financial Services
Arkansas
$241K +$25.8K +376 +12%
CFG
462
Citizens Financial Group
Rhode Island
$236K +$236K +3,796 New
EI
463
Ellevest Inc
New York
$235K +$5.18K +83 +2%
JIP
464
Jaffetilchin Investment Partners
Florida
$233K -$875K -14,024 -79%
ONST
465
Old North State Trust
North Carolina
$228K – – –
MFA
466
Mayflower Financial Advisors
Massachusetts
$225K +$225K +3,608 New
UB
467
UMB Bank
Missouri
$225K +$225K +3,627 New
QT
468
Quantamental Technologies
New York
$221K +$221K +3,551 New
BB
469
Busey Bank
Illinois
$220K +$220K +3,535 New
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$219K -$11.3M -182,403 -98%
P
471
Pitcairn
Pennsylvania
$219K +$219K +3,509 New
VCAM
472
Van Cleef Asset Management
Ohio
$218K +$218K +3,500 New
SB
473
Sunflower Bank
Texas
$217K +$217K +3,490 New
KAS
474
Kestra Advisory Services
Texas
$216K -$471K -7,580 -69%
FM
475
Family Management
New York
$216K +$216K +3,469 New
17 18
19
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