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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
CSat Investment Advisory
Michigan
$61K -$58.1K -1,366 -53%
TWM
527
Tradition Wealth Management
Minnesota
$58K +$49.4K +1,161 New
FMT
528
First Mercantile Trust
Tennessee
$56K -$7.44K -175 -13%
IAIM
529
International Assets Investment Management
Florida
$54K +$45.2K +1,064 New
TPCW
530
TD Private Client Wealth
New York
$53.3K -$468 -11 -1%
SPIA
531
Steward Partners Investment Advisory
New York
$53K -$19.8K -465 -31%
CCM
532
Covington Capital Management
California
$52K
PCG
533
Private Capital Group
Connecticut
$51K +$41.5K +976 +2,169%
WT
534
Washington Trust
Rhode Island
$50K -$8.5K -200 -17%
GWM
535
Geneos Wealth Management
Colorado
$50K +$30.8K +725 +89%
KFI
536
Key Financial Inc
Pennsylvania
$50K +$42.5K +1,000 New
FPS
537
Fieldpoint Private Securities
Connecticut
$49K +$41.5K +975 New
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$46K
NFG
539
Next Financial Group
Texas
$43K +$298 +7 +0.8%
PFBT
540
Parkside Financial Bank & Trust
Missouri
$42K -$298 -7 -0.8%
HFS
541
HBC Financial Services
Washington
$42K
SFO
542
Standard Family Office
South Dakota
$40K +$33.8K +795 New
OC
543
Oakworth Capital
Alabama
$38K
HFM
544
Harvest Fund Management
China
$36K +$30.7K +722 New
LC
545
Lindbrook Capital
California
$34K +$2.59K +61 +10%
APWM
546
Atlas Private Wealth Management
New York
$29K
BSG
547
Black Swift Group
Colorado
$27K
ST
548
Smithfield Trust
Pennsylvania
$26K
FHA
549
First Horizon Advisors
Tennessee
$25K -$9.31K -219 -30%
HCM
550
Highlander Capital Management
New Jersey
$25K

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.