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Lincoln National

646 hedge funds and large institutions have $12.3B invested in Lincoln National in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 214 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 637646 (+9)

2% more capital invested

Capital invested by funds: $12.1B → $12.3B (+$212M)

0.77% less ownership

Funds ownership: 82.14%81.37% (-0.77%)

7% less call options, than puts

Call options by funds: $73M | Put options by funds: $78.9M

18% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 262

Holders
646
Holders Change
+9
Holders Change %
+1.41%
% of All Funds
16.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
63
Increased
214
Reduced
262
Closed
47
Calls
$73M
Puts
$78.9M
Net Calls
-$5.87M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
MUFG Americas
New York
$281K -$551K -8,340 -67%
BOH
502
Bank of Hawaii
Hawaii
$280K -$37K -560 -12%
CICI
503
Capital Investment Counsel Inc
North Carolina
$278K
SPC
504
Sigma Planning Corp
Michigan
$277K -$4.03K -61 -1%
BRWA
505
B. Riley Wealth Advisors
Florida
$277K +$66 +1 +0%
PTC
506
Private Trust Company
Ohio
$273K
1SB
507
1ST Source Bank
Indiana
$271K
MCM
508
McMillion Capital Management
North Carolina
$271K
SCA
509
Snowden Capital Advisors
New York
$266K -$33.3K -504 -11%
ACPU
510
Arrowgrass Capital Partners (US)
Delaware
$266K +$260K +3,932 New
BCM
511
Bayesian Capital Management
New York
$264K +$258K +3,900 New
QC
512
QCM Cayman
Texas
$264K +$258K +3,906 New
PCMC
513
Paragon Capital Management (Colorado)
Colorado
$263K +$257K +3,889 New
NSIM
514
North Star Investment Management
Illinois
$261K
FG
515
Fiduciary Group
Georgia
$260K -$3.97K -60 -2%
CCIA
516
Campbell & Co Investment Adviser
Maryland
$259K -$214K -3,244 -46%
IAMOG
517
Investors Asset Management of Georgia
Georgia
$257K
OA
518
Outfitter Advisors
Virginia
$251K -$6.61K -100 -3%
DWT
519
Dorsey & Whitney Trust
South Dakota
$251K
YIA
520
YHB Investment Advisors
Connecticut
$250K -$23.1K -350 -9%
FWM
521
Frontier Wealth Management
Missouri
$250K +$31.5K +476 +15%
SFSG
522
Stearns Financial Services Group
North Carolina
$248K -$1.32K -20 -0.5%
TSS
523
Two Sigma Securities
New York
$247K +$242K +3,658 New
NAM
524
North American Management
Massachusetts
$237K
PFM
525
Parsec Financial Management
North Carolina
$237K