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Lincoln National
LNC

Overview Fund Activity

586 hedge funds and large institutions have $12.3B invested in Lincoln National in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 177 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
15.8%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.19%
New
52
Increased
177
Reduced
257
Closed
46
Calls
$61.9M
Puts
$35.6M
Net Calls
+$26.3M
Net Calls Change
+$3.15M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$525M
2
Citadel Advisors
Citadel Advisors
Florida
$86.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
$115M
4
Goldman Sachs
Goldman Sachs
New York
$477M
5
EVM
Eaton Vance Management
Massachusetts
$49.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$143M
2
RP
RR Partners
New York
$275M
3
SFM
Systematic Financial Management
New Jersey
$12.6M
4
Sanders Capital
Sanders Capital
Florida
$61.9M
5
CEP
Chicago Equity Partners
Illinois
$480K
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$119M -$1.27M -21,485 -1%
AQR Capital Management
27
AQR Capital Management
Connecticut
$115M +$69M +1,165,344 +151%
UBS AM
28
UBS AM
Illinois
$105M -$47.8M -806,453 -31%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$105M +$2.79M +47,098 +3%
SCM
30
Sterling Capital Management
North Carolina
$103M -$3.82M -64,437 -4%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$103M +$3.85M +65,084 +4%
Wells Fargo
32
Wells Fargo
California
$101M +$403K +6,799 +0.4%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$100M +$6.09M +103,798 +6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$97.9M -$37.8M -638,026 -28%
Principal Financial Group
35
Principal Financial Group
Iowa
$96.6M +$36.2M +611,901 +60%
BIM
36
BlackRock Investment Management
Delaware
$92.4M +$2.46M +41,557 +3%
Bank of America
37
Bank of America
North Carolina
$91.1M -$11.7M -197,222 -11%
Citadel Advisors
38
Citadel Advisors
Florida
$86.1M +$83.7M +1,412,687 +3,374%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$84.9M -$2.07M -35,000 -2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$83.4M +$2.91M +48,953 +4%
Morgan Stanley
41
Morgan Stanley
New York
$81M +$14.8M +249,450 +22%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$76.6M +$1.58M +26,713 +2%
AAMU
43
Amundi Asset Management US
Massachusetts
$75.9M +$9.91M +167,276 +15%
Norges Bank
44
Norges Bank
Norway
$74.7M – – –
GE
45
General Electric
Ohio
$68.3M +$34.2M +576,832 +100%
Legal & General Group
46
Legal & General Group
United Kingdom
$67M +$1.14M +19,291 +2%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$66.4M -$4.48M -75,651 -6%
PFC
48
Poplar Forest Capital
California
$62.1M -$2.1M -35,432 -3%
Sanders Capital
49
Sanders Capital
Florida
$61.9M -$75.8M -1,280,700 -55%
TCIM
50
TIAA CREF Investment Management
New York
$61.8M -$5.12M -86,483 -8%
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