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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
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
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
501
Rockefeller Capital Management
New York
$132K +$4.7K +85 +4%
CL
502
COWA LLC
Oklahoma
$131K
WT
503
Whittier Trust
California
$131K
LTI
504
Laffer Tengler Investments
Tennessee
$130K +$23K +417 +25%
Lazard Asset Management
505
Lazard Asset Management
New York
$129K -$1.4M -25,261 -92%
CFGS
506
Concourse Financial Group Securities
Alabama
$128K -$4.64K -84 -4%
SIM
507
Sentry Investment Management
Wisconsin
$126K -$532K -9,635 -83%
BC
508
Bartlett & Co
Ohio
$126K
BCWM
509
Bartlett & Co Wealth Management
Ohio
$126K
AIC
510
Ameritas Investment Company
Nebraska
$113K +$100K +1,813 New
DSC
511
Duncker Streett & Co
Missouri
$112K
SWM
512
Selective Wealth Management
Virginia
$103K
WTC
513
WhitTier Trust Company
Nevada
$103K
AF
514
Advisornet Financial
Minnesota
$100K
EP
515
Eudaimonia Partners
Tennessee
$98K +$55 +1 +0.1%
HPC
516
HM Payson & Co
Maine
$87K -$99.4K -1,798 -56%
CAL
517
Capital Analysts LLC
Pennsylvania
$84K
IRC
518
Investors Research Corp
Georgia
$81K
ZB
519
Zions Bancorporation
Utah
$80K -$6.36K -115 -8%
SPIA
520
Steward Partners Investment Advisory
New York
$78.5K +$11.8K +214 +20%
AssetMark Inc
521
AssetMark Inc
California
$78K -$2.43K -44 -3%
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K
TFA
523
Toth Financial Advisory
Virginia
$78K
CWC
524
Carolinas Wealth Consulting
North Carolina
$74K
SAM
525
Shell Asset Management
Netherlands
$72K -$37.7K -683 -37%