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Lincoln National
LNC

Overview Fund Activity

515 hedge funds and large institutions have $4.08B invested in Lincoln National in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 202 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-103
Holders Change %
-16.67%
% of All Funds
11.38%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
54
Increased
187
Reduced
202
Closed
149
Calls
$17M
Puts
$30.8M
Net Calls
-$13.8M
Net Calls Change
-$2.62M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.4M
2
CVA
Ceredex Value Advisors
Florida
+$42.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
4
CIP
Cornerstone Investment Partners
Georgia
+$30.1M
5
Dodge & Cox
Dodge & Cox
California
+$29.8M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$132M
2
EIP
Easterly Investment Partners
Massachusetts
-$75.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$73.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
476
Wealthcare Advisory Partners
Pennsylvania
$5K +$49 +2 +1%
BL
477
Balentine LLC
Georgia
$5K +$2.49K +101 +99%
EWM
478
EPG Wealth Management
Georgia
$5K +$5K +200 New
SWA
479
Sutton Wealth Advisors
Florida
$4.21K +$1.58K +60 +60%
AIC
480
Archer Investment Corporation
Indiana
$4K – – –
DAM
481
Delta Asset Management
Tennessee
$4K – – –
MCM
482
Manchester Capital Management
Vermont
$4K – – –
BFEC
483
Benjamin F. Edwards & Company
Missouri
$4K +$4K +150 New
LWM
484
Lenox Wealth Management
Ohio
$4K +$4K +184 New
WPA
485
West Paces Advisors
Georgia
$3.03K -$1.63K -62 -35%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$3K -$4.45M -179,636 -100%
CTC
487
Central Trust Company
Missouri
$3K -$2.25K -75 -43%
JFGIW
488
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$888 -37 -23%
PA
489
Procyon Advisors
Connecticut
$3K -$531 -17 -15%
SLF
490
Sun Life Financial
Ontario, Canada
$3K -$133 -5 -4%
PFSC
491
Peoples Financial Services Corp
Pennsylvania
$3K – – –
LF
492
Lee Financial
Texas
$3K – – –
EARNEST Partners
493
EARNEST Partners
Georgia
$3K – – –
M
494
MOTCO
Texas
$3K +$3K +96 New
GSWM
495
Golden State Wealth Management
California
$3K +$3K +105 New
BII
496
Bainco International Investors
Massachusetts
$3K +$3K +129 New
KPW
497
Kore Private Wealth
New York
$2K -$32.9K -970 -94%
IA
498
IndexIQ Advisors
New York
$2K -$29 -1 -1%
VNA
499
Valley National Advisers
Pennsylvania
$2K – – –
PK
500
Pflug Koory
Nebraska
$2K – – –
18 19
20
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