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Lincoln National
LNC

Overview Fund Activity

636 hedge funds and large institutions have $12.1B invested in Lincoln National in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.15%
New
74
Increased
189
Reduced
271
Closed
52
Calls
$124M
Puts
$97.3M
Net Calls
+$26.5M
Net Calls Change
-$15.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
3
DZ Bank
DZ Bank
Germany
+$65.4M
4
TA
Teachers Advisors
New York
+$64.7M
5
JHIU
Janus Henderson Investors US
Colorado
+$63.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$157M
2
UBS AM
UBS AM
Illinois
-$133M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$78M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$78M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265K – – –
PTC
502
Private Trust Company
Ohio
$264K +$264K +4,042 New
MCM
503
McMillion Capital Management
North Carolina
$263K – – –
1SB
504
1ST Source Bank
Indiana
$262K – – –
ZCA
505
Zeke Capital Advisors
Pennsylvania
$260K +$46K +701 +21%
SOADOR
506
State of Alaska Department of Revenue
Alaska
$258K +$258K +3,952 New
FG
507
Fiduciary Group
Georgia
$256K – – –
QCG
508
Quadrant Capital Group
Ohio
$255K +$707 +11 +0.3%
NSIM
509
North Star Investment Management
Illinois
$253K +$38K +580 +18%
OA
510
Outfitter Advisors
Virginia
$250K – – –
IAMOG
511
Investors Asset Management of Georgia
Georgia
$249K – – –
PAM
512
Princeton Alpha Management
New Jersey
$248K +$248K +3,787 New
PTC
513
Petrus Trust Company
Texas
$245K +$30.7K +469 +14%
DWT
514
Dorsey & Whitney Trust
South Dakota
$244K +$244K +3,725 New
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$242K -$13.1K -200 -5%
SFSG
516
Stearns Financial Services Group
North Carolina
$242K – – –
SIC
517
Salem Investment Counselors
North Carolina
$239K – – –
BBA
518
BLB&B Advisors
Pennsylvania
$236K – – –
SA
519
SpiderRock Advisors
Delaware
$233K – – –
PFM
520
Parsec Financial Management
North Carolina
$230K – – –
NAM
521
North American Management
Massachusetts
$229K – – –
KF
522
Krilogy Financial
Missouri
$227K – – –
FWCM
523
Ferguson Wellman Capital Management
Oregon
$221K – – –
IRF
524
IBM Retirement Fund
New York
$220K -$1.73M -19,852 -89%
CWM
525
Concert Wealth Management
California
$218K -$11.2K -170 -5%
19 20
21
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