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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
476
Gotham Asset Management
New York
$204K +$173K +4,062 New
SCA
477
Snowden Capital Advisors
New York
$203K +$171K +4,031 New
FNT
478
First Nebraska Trust
Nebraska
$202K +$171K +4,018 New
EH
479
Equitable Holdings
New York
$202K +$171K +4,025 New
FTDI
480
First Trust Direct Indexing
Massachusetts
$201K +$170K +4,000 New
Luther King Capital Management (LKCM)
481
Luther King Capital Management (LKCM)
Texas
$201K +$170K +4,000 New
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$193K +$27.9K +656 +21%
AAP
483
Arax Advisory Partners
Colorado
$189K -$3.91K -92 -2%
EI
484
Ellevest Inc
New York
$185K +$16.8K +396 +12%
ONST
485
Old North State Trust
North Carolina
$184K -$46.8K -1,100 -23%
VI
486
Vestcor Inc
New Brunswick, Canada
$174K -$22.6K -531 -13%
BWA
487
BDO Wealth Advisors
Florida
$172K -$22.7K -535 -14%
HPC
488
HM Payson & Co
Maine
$161K +$97.7K +2,298 +256%
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K +$51K +1,200 +61%
SFS
490
Sowell Financial Services
Arkansas
$158K +$90.8K +2,136 +214%
AIP
491
Ameritas Investment Partners
Nebraska
$146K -$18.1K -425 -13%
MCM
492
McMillion Capital Management
North Carolina
$146K +$123K +2,900 New
AF
493
Allworth Financial
California
$142K +$170 +4 +0.1%
SSB
494
Sandy Spring Bank
Maryland
$139K
AIM
495
Anchor Investment Management
South Carolina
$131K +$97.3K +2,288 +745%
RPWA
496
Regent Peak Wealth Advisors
Georgia
$126K +$106K +2,499 New
SWM
497
Sugarloaf Wealth Management
Georgia
$122K +$808 +19 +0.8%
ASBI
498
American State Bank (Iowa)
Iowa
$118K +$99.4K +2,337 New
CA
499
Clearstead Advisors
Ohio
$110K
CFGS
500
Concourse Financial Group Securities
Alabama
$108K -$2.3K -54 -2%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.