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Lincoln National
LNC

Overview Fund Activity

621 hedge funds and large institutions have $9.13B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 191 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.94%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
191
Reduced
224
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$135M
2
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
3
Invesco
Invesco
Georgia
+$32.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.3M
5
State Street
State Street
Massachusetts
+$28.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$77.8M
2
PP
Prudential plc
United Kingdom
-$71.4M
3
Man Group
Man Group
United Kingdom
-$45.1M
4
MCM
Moore Capital Management
New York
-$38.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
476
Banque Cantonale Vaudoise
Switzerland
$215K -$38.6K -620 -15%
CCM
477
Coldstream Capital Management
Washington
$215K +$215K +3,447 New
CB
478
Commerce Bank
Missouri
$214K -$212K -3,400 -50%
KCM
479
Kendall Capital Management
Maryland
$213K -$98.2K -1,575 -32%
QSS
480
Quantitative Systematic Strategies
Florida
$213K -$43.7K -702 -17%
CAM
481
Cresset Asset Management
Illinois
$213K +$213K +3,429 New
LFF
482
Level Four Financial
Texas
$210K +$210K +3,370 New
BFA
483
Bragg Financial Advisors
North Carolina
$209K -$80.9K -1,296 -28%
VI
484
Vestcor Inc
New Brunswick, Canada
$209K -$6.22K -100 -3%
BWA
485
BDO Wealth Advisors
Florida
$209K -$4.68K -75 -2%
CAM
486
Concorde Asset Management
Michigan
$204K +$204K +3,282 New
AAM
487
Advisors Asset Management
Colorado
$203K -$193K -3,092 -49%
KA
488
KLCM Advisors
Wisconsin
$203K +$203K +3,256 New
O
489
Ossiam
France
$201K +$180K +2,893 +848%
LSAG
490
Lake Street Advisors Group
New Hampshire
$201K +$201K +3,227 New
AF
491
Allworth Financial
California
$188K +$12.7K +204 +7%
SSB
492
Sandy Spring Bank
Maryland
$172K – – –
AIM
493
Anchor Investment Management
South Carolina
$162K – – –
AIP
494
Ameritas Investment Partners
Nebraska
$161K -$19.5K -314 -11%
BCA
495
Berman Capital Advisors
Georgia
$140K +$7.8K +126 +6%
CA
496
Clearstead Advisors
Ohio
$136K – – –
Rockefeller Capital Management
497
Rockefeller Capital Management
New York
$132K +$5.23K +85 +4%
CL
498
COWA LLC
Oklahoma
$131K – – –
WT
499
Whittier Trust
California
$131K – – –
LTI
500
Laffer Tengler Investments
Tennessee
$130K +$26K +417 +25%
18 19
20
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