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Lincoln National
LNC

Overview Fund Activity

621 hedge funds and large institutions have $9.13B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 191 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.94%
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
191
Reduced
224
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$135M
2
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
3
Invesco
Invesco
Georgia
+$32.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.3M
5
State Street
State Street
Massachusetts
+$28.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$77.8M
2
PP
Prudential plc
United Kingdom
-$71.4M
3
Man Group
Man Group
United Kingdom
-$45.1M
4
MCM
Moore Capital Management
New York
-$38.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
526
First Mercantile Trust
Tennessee
$64K -$5.98K -96 -9%
CCM
527
Covington Capital Management
California
$64K – – –
WT
528
Washington Trust
Rhode Island
$62K – – –
KFI
529
Key Financial Inc
Pennsylvania
$62K – – –
FPS
530
Fieldpoint Private Securities
Connecticut
$60K -$309 -5 -0.5%
IA
531
IFP Advisors
Florida
$58K -$18.5K -298 -24%
IAIM
532
International Assets Investment Management
Florida
$54K – – –
NFG
533
Next Financial Group
Texas
$53K – – –
HFS
534
HBC Financial Services
Washington
$51.4K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$51K -$311 -5 -0.6%
SFO
536
Standard Family Office
South Dakota
$50K – – –
OC
537
Oakworth Capital
Alabama
$48K – – –
GEA
538
Glen Eagle Advisors
New Jersey
$46.7K +$46.7K +750 New
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
HFM
540
Harvest Fund Management
China
$44K – – –
LC
541
Lindbrook Capital
California
$42K +$555 +9 +1%
SCA
542
Stonebridge Capital Advisors
Minnesota
$42K +$42K +678 New
TWA
543
TCI Wealth Advisors
Arizona
$39K +$10.2K +163 +35%
Loomis, Sayles & Company
544
Loomis, Sayles & Company
Massachusetts
$37K +$31.5K +501 +576%
APWM
545
Atlas Private Wealth Management
New York
$35K – – –
ST
546
Smithfield Trust
Pennsylvania
$33K – – –
BSG
547
Black Swift Group
Colorado
$33K – – –
VNA
548
Valley National Advisers
Pennsylvania
$31K – – –
HCM
549
Highlander Capital Management
New Jersey
$31K – – –
FHA
550
First Horizon Advisors
Tennessee
$31K – – –
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