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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
CSat Investment Advisory
Michigan
$72K -$3.54K -64 -5%
TWM
527
Tradition Wealth Management
Minnesota
$72K
TPCW
528
TD Private Client Wealth
New York
$68.6K +$2.32K +42 +4%
FI
529
FormulaFolio Investments
Michigan
$66K -$208K -3,768 -79%
FMT
530
First Mercantile Trust
Tennessee
$64K -$5.3K -96 -9%
CCM
531
Covington Capital Management
California
$64K
KFI
532
Key Financial Inc
Pennsylvania
$62K
WT
533
Washington Trust
Rhode Island
$62K
FPS
534
Fieldpoint Private Securities
Connecticut
$60K -$276 -5 -0.5%
IA
535
IFP Advisors
Florida
$58K -$16.5K -298 -24%
IAIM
536
International Assets Investment Management
Florida
$54K
NFG
537
Next Financial Group
Texas
$53K
HFS
538
HBC Financial Services
Washington
$51.4K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$51K -$276 -5 -0.6%
SFO
540
Standard Family Office
South Dakota
$50K
OC
541
Oakworth Capital
Alabama
$48K
GEA
542
Glen Eagle Advisors
New Jersey
$46.7K +$41.4K +750 New
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$46K
HFM
544
Harvest Fund Management
China
$44K
LC
545
Lindbrook Capital
California
$42K +$497 +9 +1%
SCA
546
Stonebridge Capital Advisors
Minnesota
$42K +$37.5K +678 New
TWA
547
TCI Wealth Advisors
Arizona
$39K +$9.01K +163 +35%
Loomis, Sayles & Company
548
Loomis, Sayles & Company
Massachusetts
$37K +$27.7K +501 +576%
APWM
549
Atlas Private Wealth Management
New York
$35K
BSG
550
Black Swift Group
Colorado
$33K