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Lincoln National
LNC

Overview Fund Activity

587 hedge funds and large institutions have $12.2B invested in Lincoln National in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 220 increasing their positions, 218 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
15.66%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
51
Increased
220
Reduced
218
Closed
41
Calls
$59.1M
Puts
$35.9M
Net Calls
+$23.2M
Net Calls Change
+$39.9M

Top Buyers

1
CIP
Cornerstone Investment Partners
Georgia
$118M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$90.5M
3
AL
AJO LP
Pennsylvania
$149M
4
Ameriprise
Ameriprise
Minnesota
$262M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$132M

Top Sellers

1
O
OppenheimerFunds
New York
$14.7M
2
Axa
Axa
France
$908K
3
AllianceBernstein
AllianceBernstein
Tennessee
$32.5M
4
Sanders Capital
Sanders Capital
Florida
$134M
5
SG Americas Securities
SG Americas Securities
New York
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Prudential plc
United Kingdom
$123M -$3.79M -66,000 -3%
BA
27
BlackRock Advisors
Delaware
$120M -$1.07M -18,703 -0.9%
CIP
28
Cornerstone Investment Partners
Georgia
$118M +$114M +1,980,169 +2,455%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$116M +$3.19M +55,606 +3%
SCM
30
Sterling Capital Management
North Carolina
$103M +$28.3M +492,442 +38%
SFM
31
Systematic Financial Management
New Jersey
$103M -$38.9M -677,014 -27%
Bank of America
32
Bank of America
North Carolina
$99.7M -$19.7M -343,483 -17%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$99.3M -$14.3M -248,251 -13%
Wells Fargo
34
Wells Fargo
California
$97.6M +$14.7M +256,097 +18%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$95.7M +$6.41M +111,535 +7%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$90.5M +$78.6M +1,390,009 +658%
BIM
37
BlackRock Investment Management
Delaware
$87.2M -$173K -3,017 -0.2%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$84.4M -$2.07M -36,000 -2%
Allianz Asset Management
39
Allianz Asset Management
Germany
$77.9M +$9.98M +173,740 +15%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$76.4M +$28.6M +496,965 +60%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$72.8M +$35.2M +611,793 +93%
Norges Bank
42
Norges Bank
Norway
$72.5M +$14.8M +256,899 +26%
UBS Group
43
UBS Group
Switzerland
$71.9M +$5.17M +89,980 +8%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$68.8M -$3.05M -53,035 -4%
TCIM
45
TIAA CREF Investment Management
New York
$65M -$14.3M -248,865 -18%
Morgan Stanley
46
Morgan Stanley
New York
$64.3M +$18.5M +322,282 +40%
AAMU
47
Amundi Asset Management US
Massachusetts
$64M -$15.6M -272,355 -20%
Legal & General Group
48
Legal & General Group
United Kingdom
$63.9M -$2.05M -35,608 -3%
PFC
49
Poplar Forest Capital
California
$62.3M +$8.25M +143,631 +15%
SI
50
Scout Investments
Missouri
$61.8M -$28.7M -499,677 -32%
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