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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
526
Oakworth Capital
Alabama
$7K – – –
KT
527
Kanaly Trust
Texas
$7K +$7K +144 New
OIA
528
Optimum Investment Advisors
Illinois
$6K – – –
PFSC
529
Peoples Financial Services Corp
Pennsylvania
$6K – – –
JAM
530
Jolley Asset Management
North Carolina
$6K +$55 +1 +0.9%
HRIA
531
Haberer Registered Investment Advisor
Ohio
$5K – – –
PAS
532
Partnervest Advisory Services
California
$5K +$49 +1 +1%
PI
533
PineBridge Investments
New York
$5K +$278 +6 +6%
MIM
534
Macroview Investment Management
Maryland
$4K +$4K +85 New
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
NES
536
New England Securities
New York
$3K – – –
WAS
537
Winch Advisory Services
Wisconsin
$3K +$3K +50 New
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$2.33K +$2.33K +46 New
TCM
539
Tradewinds Capital Management
Washington
$2K -$2.22K -50 -53%
PIA
540
Piedmont Investment Advisors
North Carolina
$1.27K – – –
Walleye Trading
541
Walleye Trading
New York
$760 -$1.32K -26,107 -64%
SM
542
Seminole Management
New York
– -$25.7M -497,774 Closed
MLM
543
Mount Lucas Management
Pennsylvania
– -$19.6M -379,643 Closed
CPS
544
Counsel Portfolio Services
Ontario, Canada
– -$8.3M -160,741 Closed
CMBA
545
C.M. Bidwell & Associates
Hawaii
– -$4.72M -91,490 Closed
ST
546
Sentinel Trust
Texas
– -$1.96M -37,910 Closed
CIP
547
Chartwell Investment Partners
Pennsylvania
– -$1.91M -37,075 Closed
DCM
548
Decade Capital Management
New York
– -$1.62M -31,326 Closed
QT
549
Quantbot Technologies
New York
– -$1.62M -31,288 Closed
Acadian Asset Management
550
Acadian Asset Management
Massachusetts
– -$1.35M -26,130 Closed
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