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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
476
Central Trust Company
Missouri
$196K +$34.6K +682 +21%
WT
477
Whittier Trust
California
$167K – – –
ECM
478
ETrade Capital Management
Virginia
$160K +$59.1K +1,168 +59%
FHA
479
First Horizon Advisors
Tennessee
$152K – – –
BBPWM
480
Blue Bell Private Wealth Management
Pennsylvania
$132K – – –
SSB
481
Sandy Spring Bank
Maryland
$129K – – –
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$121K +$94.3K +1,865 +353%
FCCM
483
First City Capital Management
Georgia
$113K +$113K +2,227 New
SF
484
Synovus Financial
Georgia
$109K – – –
WA
485
WFG Advisors
Texas
$104K +$51 +1 +0%
GIS
486
Guardian Investor Services
New York
$103K -$4.94K -97 -5%
NYLT
487
New York Life Trust
New York
$99K -$10.2K -201 -9%
CAM
488
ClariVest Asset Management
California
$83K +$304 +6 +0.4%
ARMC
489
American Research & Management Company
Massachusetts
$76K – – –
GLI
490
Guardian Life Insurance
New York
$75K -$812 -16 -1%
TF
491
Tompkins Financial
New York
$69K +$2.28K +45 +3%
AR
492
Advisory Research
Illinois
$69K +$69K +1,370 New
TSW
493
Thompson Siegel & Walmsley
Virginia
$61K – – –
HCM
494
Highlander Capital Management
New Jersey
$60.8K – – –
SAMC
495
Shinko Asset Management Company
Japan
$54K -$7.02K -138 -12%
DADC
496
D.A. Davidson & Co
Montana
$54K -$5.48K -109 -9%
WTC
497
WhitTier Trust Company
Nevada
$54K – – –
AWM
498
Avior Wealth Management
Nebraska
$53K +$53K +1,044 New
PTC
499
Private Trust Company
Ohio
$52K -$955 -19 -2%
AAC
500
Asset Advisors Corp
Georgia
$51K – – –
18 19
20
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