Lincoln National
630 hedge funds and large institutions have $12.3B invested in Lincoln National in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 172 increasing their positions, 255 reducing their positions, and 47 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
147% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 47
46% more call options, than puts
Call options by funds: $133M | Put options by funds: $91.3M
42% more capital invested
Capital invested by funds: $8.67B → $12.3B (+$3.64B)
11% more funds holding
Funds holding: 567 → 630 (+63)
1.75% more ownership
Funds ownership: 79.58% → 81.32% (+1.7%)
33% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 255
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$91.6M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$61.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$46.8M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$36.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$84.3M |
| 2 |
Millennium Management
New York
|
-$53.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$53.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$43.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
LNC Hedge Fund Activity: Q4 2016 in Review
630 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2016, worth a combined $12.3B — up 42% from $8.67B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new LNC positions and 47 closed out — a net gain of 69 holders — while 172 added to existing stakes and 255 trimmed.
The largest buyer was UBS AM, adding an estimated $91.6M. The largest seller was Norges Bank, cutting an estimated $84.3M.
- 630 institutional investors held Lincoln National (LNC) as of Q4 2016, up from 567 in Q3 2016.
- Funds reported $12.3B of Lincoln National stock for Q4 2016, up 42% quarter-over-quarter.
- 116 funds opened new Lincoln National positions in Q4 2016 and 47 closed out, a net change of +69 holders.
- The largest Lincoln National buyer in Q4 2016 was UBS AM, an estimated $91.6M added.
- The largest Lincoln National seller in Q4 2016 was Norges Bank, an estimated $84.3M sold.
Based on aggregated 13F filings for Q4 2016.