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Lincoln National

543 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $88.2M | Put options by funds: $73.6M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 194

1% more capital invested

Capital invested by funds: $11.5B → $11.6B (+$88.9M)

0% more funds holding

Funds holding: 541543 (+2)

0.87% less ownership

Funds ownership: 85.98%85.11% (-0.87%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.61%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
43
Increased
204
Reduced
194
Closed
36
Calls
$88.2M
Puts
$73.6M
Net Calls
+$14.6M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evercore Wealth Management
New York
$9K +$8.55K +173 New
DAM
527
Delta Asset Management
Tennessee
$7K
KT
528
Kanaly Trust
Texas
$7K
OC
529
Oakworth Capital
Alabama
$7K
QAM
530
QCI Asset Management
New York
$7K
JAM
531
Jolley Asset Management
North Carolina
$6K
OIA
532
Optimum Investment Advisors
Illinois
$6K
PFSC
533
Peoples Financial Services Corp
Pennsylvania
$6K
HRIA
534
Haberer Registered Investment Advisor
Ohio
$5K
PAS
535
Partnervest Advisory Services
California
$5K
WA
536
Waverly Advisors
Alabama
$5K +$4.5K +91 New
AP
537
Advisors Preferred
Maryland
$4.37K -$9.34K -189 -69%
RFS
538
Rockefeller Financial Services
New York
$4K +$3.76K +76 New
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$3K
NES
540
New England Securities
New York
$3K
WAS
541
Winch Advisory Services
Wisconsin
$3K
TCM
542
Tradewinds Capital Management
Washington
$2K
PIA
543
Piedmont Investment Advisors
North Carolina
$1.29K
Walleye Trading
544
Walleye Trading
New York
$77 -$668K -13,510 -90%
DCM
545
Discovery Capital Management
Connecticut
-$55.5M -1,094,400 Closed
MCM
546
Moore Capital Management
New York
-$27.9M -550,000 Closed
D.E. Shaw & Co
547
D.E. Shaw & Co
New York
-$6.97M -140,980 Closed
CFG
548
Cambridge Financial Group
Ohio
-$6.7M -132,311 Closed
EP
549
Emrys Partners
New York
-$5.75M -113,384 Closed
AC
550
Ascend Capital
California
-$5.05M -99,700 Closed