Lincoln National
555 hedge funds and large institutions have $7.56B invested in Lincoln National in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 210 increasing their positions, 203 reducing their positions, and 78 closing their positions.
68% more call options, than puts
Call options by funds: $40.4M | Put options by funds: $24.1M
1.77% more ownership
Funds ownership: 80.18% → 81.95% (+1.8%)
3% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 203
3% less funds holding
Funds holding: 575 → 555 (-20)
22% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 78
24% less capital invested
Capital invested by funds: $9.94B → $7.56B (-$2.38B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$86.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$69.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$64.1M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$44.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$88.2M |
| 2 |
Neuberger Berman Group
New York
|
-$75M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$56.9M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$56.2M |
| 5 |
Millennium Management
New York
|
-$49.1M |
LNC Hedge Fund Activity: Q1 2016 in Review
555 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2016, worth a combined $7.56B — down 24% from $9.94B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of LNC and 61 opened new positions — a net loss of 17 holders — while 203 trimmed existing stakes and 210 added.
The largest buyer was Royal London Asset Management, adding an estimated $86.2M. The largest seller was Goldman Sachs, cutting an estimated $88.2M.
- 555 institutional investors held Lincoln National (LNC) as of Q1 2016, down from 575 in Q4 2015.
- Funds reported $7.56B of Lincoln National stock for Q1 2016, down 24% quarter-over-quarter.
- 61 funds opened new Lincoln National positions in Q1 2016 and 78 closed out, a net change of -17 holders.
- The largest Lincoln National buyer in Q1 2016 was Royal London Asset Management, an estimated $86.2M added.
- The largest Lincoln National seller in Q1 2016 was Goldman Sachs, an estimated $88.2M sold.
Based on aggregated 13F filings for Q1 2016.