Lincoln National
660 hedge funds and large institutions have $11.9B invested in Lincoln National in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 191 increasing their positions, 253 reducing their positions, and 63 closing their positions.
7% more capital invested
Capital invested by funds: $11.2B → $11.9B (+$751M)
0.72% less ownership
Funds ownership: 82% → 81.28% (-0.72%)
10% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 63
2% less funds holding
Funds holding: 672 → 660 (-12)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
25% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 253
30% less call options, than puts
Call options by funds: $41.4M | Put options by funds: $58.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$294M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$82.1M |
| 3 |
LCS
Levin Capital Strategies
New York
|
+$59.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$53.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$111M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$91.1M |
| 3 |
BlackRock
New York
|
-$82.2M |
| 4 |
Millennium Management
New York
|
-$77.4M |
| 5 |
Goldman Sachs
New York
|
-$49M |
LNC Hedge Fund Activity: Q3 2018 in Review
660 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2018, worth a combined $11.9B — up 6.7% from $11.2B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of LNC and 57 opened new positions — a net loss of 6 holders — while 253 trimmed existing stakes and 191 added.
The largest buyer was JP Morgan Chase, adding an estimated $294M. The largest seller was AQR Capital Management, cutting an estimated $111M.
- 660 institutional investors held Lincoln National (LNC) as of Q3 2018, down from 672 in Q2 2018.
- Funds reported $11.9B of Lincoln National stock for Q3 2018, up 6.7% quarter-over-quarter.
- 57 funds opened new Lincoln National positions in Q3 2018 and 63 closed out, a net change of -6 holders.
- The largest Lincoln National buyer in Q3 2018 was JP Morgan Chase, an estimated $294M added.
- The largest Lincoln National seller in Q3 2018 was AQR Capital Management, an estimated $111M sold.
Based on aggregated 13F filings for Q3 2018.