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Lincoln National
LNC

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

0% more funds holding

Funds holding: 539 → 541 (+2)

4% less capital invested

Capital invested by funds: $11.9B → $11.5B (-$475M)

2.35% less ownership

Funds ownership: 88.33% → 85.98% (-2.3%)

15% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 221

21% less call options, than puts

Call options by funds: $100M | Put options by funds: $127M

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.63%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$138M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.4M
4
PRCM
Pine River Capital Management
Minnesota
+$39.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$234M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.4M
3
Invesco
Invesco
Georgia
-$40.2M
4
SI
Scout Investments
Missouri
-$39.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
551
Airain Ltd
Guernsey
– -$1.29M -24,918 Closed
LPT
552
Legacy Private Trust
Wisconsin
– -$1.06M -20,512 Closed
IFB
553
iAB Financial Bank
Indiana
– -$834K -16,160 Closed
T
554
TradeWorx
New Jersey
– -$795K -15,404 Closed
PCMI
555
Paradigm Capital Management Inc
New York
– -$569K -11,025 Closed
DTL
556
Dynamic Technology Lab
Singapore
– -$549K -10,629 Closed
MSU
557
Maple Securities USA
New Jersey
– -$525K -10,161 Closed
NCMW
558
Northern Capital Management (Wisconsin)
Wisconsin
– -$517K -10,025 Closed
MIU
559
Man Investments (UK)
United Kingdom
– -$447K -8,664 Closed
ID
560
Integral Derivatives
New York
– -$435K -8,649 Closed
SGH
561
Schonfeld Group Holdings
New York
– -$428K -8,285 Closed
NIM
562
NuWave Investment Management
New Jersey
– -$388K -7,507 Closed
WTIM
563
Wilmington Trust Investment Management
Delaware
– -$320K -6,200 Closed
SKK
564
Shepherd Kaplan Krochuk
Massachusetts
– -$285K -5,520 Closed
Cambridge Investment Research Advisors
565
Cambridge Investment Research Advisors
Iowa
– -$271K -5,247 Closed
TSWM
566
Triangle Securities Wealth Management
North Carolina
– -$251K -4,863 Closed
MME
567
Meag Munich Ergo
Germany
– -$234K -4,565 Closed
DC
568
Davenport & Co
Virginia
– -$233K -4,523 Closed
AIU
569
Algebris Investments (UK)
United Kingdom
– -$222K -4,300 Closed
RG
570
Renaissance Group
Kentucky
– -$201K -3,902 Closed
PL
571
Parkwood LLC
Ohio
– -$173K -3,344 Closed
SHWM
572
Smith & Howard Wealth Management
Georgia
– -$151K -2,930 Closed
ACM
573
Aviance Capital Management
Florida
– -$48K -931 Closed
HHMI
574
Howard Hughes Medical Institute
Maryland
– -$35K -684 Closed
HF
575
Hoxton Financial
West Virginia
– -$24K -473 Closed
20 21 22
23
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LNC Hedge Fund Activity: Q1 2014 in Review

541 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2014, worth a combined $11.5B — down 4% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LNC positions and 37 closed out — a net gain of 11 holders — while 187 added to existing stakes and 221 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was T. Rowe Price Associates, cutting an estimated $234M.

  • 541 institutional investors held Lincoln National (LNC) as of Q1 2014, up from 539 in Q4 2013.
  • Funds reported $11.5B of Lincoln National stock for Q1 2014, down 4% quarter-over-quarter.
  • 48 funds opened new Lincoln National positions in Q1 2014 and 37 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q1 2014 was AllianceBernstein, an estimated $138M added.
  • The largest Lincoln National seller in Q1 2014 was T. Rowe Price Associates, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2014.