Lincoln National
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.
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)
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$234M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$40.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$40.2M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$39.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
576
Group One Trading
Chicago,
Illinois
| – | -$10K | -200 | Closed |
|
|
SC
577
Saiers Capital
New York
| – | -$10K | -200 | Closed |
|
|
ASN
578
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -123 | Closed |
|
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.