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Lincoln National
LNC

Overview Fund Activity

670 hedge funds and large institutions have $11.2B invested in Lincoln National in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 223 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
-14
Holders Change %
-2.05%
% of All Funds
15.36%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
63
Increased
223
Reduced
250
Closed
69
Calls
$49.5M
Puts
$45M
Net Calls
+$4.45M
Net Calls Change
+$3.79M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$160M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M
3
CC
Carlson Capital
Texas
+$50.8M
4
Millennium Management
Millennium Management
New York
+$48.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$44.6M

Top Sellers

1
BCM
Bridgeway Capital Management
Texas
-$62.2M
2
ACM
Argent Capital Management
Missouri
-$55.7M
3
CIP
Cornerstone Investment Partners
Georgia
-$45.5M
4
GC
Guggenheim Capital
Illinois
-$38M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
526
Bank of Hawaii
Hawaii
$212K – – –
SCC
527
Spring Creek Capital
Kansas
$211K +$211K +3,385 New
WS
528
Wedbush Securities
California
$210K -$86.9K -1,398 -29%
QCG
529
Quadrant Capital Group
Ohio
$209K +$1.01K +17 +0.5%
BOTW
530
Bank of the West
California
$204K -$2.99K -48 -1%
HB
531
Homrich & Berg
Georgia
$203K – – –
NPPM
532
North Point Portfolio Managers
Ohio
$203K – – –
KA
533
KLCM Advisors
Wisconsin
$203K – – –
FLPIM
534
F.L. Putnam Investment Management
Massachusetts
$201K – – –
SMFS
535
Squar Milner Financial Services
California
$189K +$2.93K +47 +2%
TC
536
Trilogy Capital
California
$181K +$181K +2,916 New
SSB
537
Sandy Spring Bank
Maryland
$172K -$49.8K -800 -22%
ICM
538
IMS Capital Management
Oregon
$170K -$9.28K -149 -5%
WCAMG
539
Woodard & Company Asset Management Group
North Carolina
$163K – – –
PIA
540
Piedmont Investment Advisors
North Carolina
$159K -$1.81M -29,093 -92%
CAPTRUST Financial Advisors
541
CAPTRUST Financial Advisors
North Carolina
$152K +$27K +435 +22%
VFA
542
Valeo Financial Advisors
Indiana
$150K – – –
AF
543
Allworth Financial
California
$149K – – –
WT
544
Whittier Trust
California
$148K – – –
WWM
545
Wagner Wealth Management
South Carolina
$137K – – –
PFA
546
Pathway Financial Advisors
Vermont
$132K – – –
MSFP
547
Mark Sheptoff Financial Planning
Connecticut
$128K +$128K +2,050 New
OIA
548
OneDigital Investment Advisors
Kansas
$127K +$15.5K +250 +14%
PO
549
Private Ocean
California
$120K – – –
FMT
550
First Mercantile Trust
Tennessee
$104K -$170K -2,730 -62%
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