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Lincoln National
LNC

Overview Fund Activity

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
Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.62%
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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$91.9M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$77.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$25.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24.3M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$119M
2
Principal Financial Group
Principal Financial Group
Iowa
-$76.7M
3
DCM
Discovery Capital Management
Connecticut
-$55.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$38.6M
5
PRCM
Pine River Capital Management
Minnesota
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
526
Evercore Wealth Management
New York
$9K +$9K +173 New
KT
527
Kanaly Trust
Texas
$7K – – –
DAM
528
Delta Asset Management
Tennessee
$7K – – –
QAM
529
QCI Asset Management
New York
$7K – – –
OC
530
Oakworth Capital
Alabama
$7K – – –
OIA
531
Optimum Investment Advisors
Illinois
$6K – – –
PFSC
532
Peoples Financial Services Corp
Pennsylvania
$6K – – –
JAM
533
Jolley Asset Management
North Carolina
$6K – – –
PAS
534
Partnervest Advisory Services
California
$5K – – –
HRIA
535
Haberer Registered Investment Advisor
Ohio
$5K – – –
WA
536
Waverly Advisors
Alabama
$5K +$5K +91 New
AP
537
Advisors Preferred
Maryland
$4.37K -$9.72K -189 -69%
RFS
538
Rockefeller Financial Services
New York
$4K +$4K +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 -$696 -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
– -$7.14M -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
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